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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Magna's executive compensation has always been a controversial subject and the company spills about one third the ink in its 90 page Proxy Circular justifying it, though judging by share performance, perhaps they're worth it, particularly Don Walker. I don't see the Stronach names anywhere in this document; are they still involved in any way with the company and how many shares do they still own? Also would it be reasonable to look for a share split in future? Thanks, J.
Read Answer Asked by Jeff on May 06, 2014
Q: Hi Peter,

Hoping you and team can provide some advice on when to sell a stock. I consistently struggle with when to hold and when to sell so have always erred on the side of holding. This has generally worked out for me with the exception of cyclical stocks. I have held Magna for a very long time and it is creeping over 8% of my portfolio and wondering if this is the time to trim a bit. However, the momentum in the stock is quite strong and so I continue to dither and sit on the sidelines. Your advice would be helpful.
Read Answer Asked by kelly on March 05, 2014
Q: Good morning!
Help! Four months ago, I started investing in my TFSA for my young adult son. I hold ACQ, AVO,CGX, STN and T. All are down between 6-7% except Telus. I know that these are good companies, but I would really like to add a stock that will show growth in the near future. What would you suggest? I so appreciate your service-my other accounts are doing well, based on your advice. Many thanks. Ellen
Read Answer Asked by Ellen on March 03, 2014
Q: re: Magna International

Hi guys... trying to find a good entry point for MG. Forward P/E is just 12.4 and price to book is just 1.9 so there appears to be tremendous value. Add to that nine out of 10 estimates have been raised for 2014 in the previous 30 days BUT... the stock is at a 5 year high. And this with the Auto industry not necessarily lighting the world on fire as it was expected to for a number of reasons. What are your thoughts on how this equity will perform over the coming 12 - 24 months. I keep looking for a correction with none in sight. Thank You
Read Answer Asked by Gord on March 03, 2014
Q: Greetings to Peter and his team. You guys are great. I am thinking about selling my Magna International shares that I I acquired very recently and buy TRW instead. My reason is that I just saw analyst's 12 month target estimates for TRW are much better for TRW than Magna. I have tried to ask questions about TRW on BNN several times but none of the portfolio managers seem to follow it.
Read Answer Asked by Fred on February 07, 2014
Q: Peter, I have $15,000 to deploy after clearing my own unsuccessful picks from last year. The rest of my portfolio is as follows: purchased recently ACQ, WEF, CGX, ENB, CSU, STN. These picks are all thanks to you ! And I am already up on almost all of them.
Now, what to do with the $15,000 available capital ?
I am after decent dividend, but my main aim is growth, so I can make up for the loss of last year.
Read Answer Asked by Ivan on January 17, 2014
Q: Hi Peter and Crew,

I was getting very overweight BAD-T (big happy smile), so I took the advice of conventional wisdom and trimmed my position.

I now have funds to redeploy. The market tends to be statically pretty positive from November till April.

I was wondering if you could suggest a few stocks that are rated highly in your analysis, that have cap gains momentum currently and should do well in the winter months (and of course, after that too).

Thanks for your great service !!!
Read Answer Asked by Jim on October 28, 2013
Q: Don Walker of Magna was a very enlightening interview on Headline yesterday (archived here: http://watch.bnn.ca/#clip1006513). I have a half position in Magna from $44 US and based on what he outlined for the company such as unlimited upside sales potential I'll look for an opportunity to up my position. What concerns me is his acknowledgment that his is a cyclical industry and I've been stung before holding this stock too long. Do you see the current upcycle continuing for at least 12 months and if you were adding to the position today would you buy on NYSE or TSX? There's slightly better liquidity in U.S. and dividend is U.S.$

Thanks, J.
Read Answer Asked by Jeff on September 19, 2013
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