Investment Q&A

Q: I am considering adding to my position in MG but I am not sure that the market has settled down. I am a long term investor and can wait as much as 10 years before selling MG or any stock. I would appreciate your advice on MG and a little crystal ball gazing into the direction of the markets in general. Thank you.

Q: I have some money set aside and would like to take advantage of the pullback and buy 2 industrial stocks and 2 consumer stocks. I already own BGI.UN and DH, and the rest of my portfolio is well balanced in other sectors. I am looking at a long term hold with a view of overall return combining growth and div.
I'm looking at the following stocks in Consumer: SJR.B, BCE, T, PJC.A and ATB.B
And the following in Industrial: WTE, CAE, CNR, MG and AC.B
Could you suggest 2 in each sector (or suggest another stock that may be preferable to my choices) and let me know the basics of the choice?
Thanks so much, Kim

Q: Hey Team

Please comment on MG after the plunge today. I do not have a position and am considering it. What would you do? Wait or buy now? I feel like waiting. Any reason I shouldn't buy this stock?

Thanks for all you do

Gord

Q: Hi Team,
I wanted to buy more Magna shares and noted it has been going down recently. Would now be a good time to buy the stock?

Thank you for your past help

Q: Hello 5i Team

... anything further on the "news of the regulator" as per your comments on Monday?

Thanks for all you do

Gord

Q: I am considering buying linamar or magna with the recent drop in their stock price. Would you prefer one over the other and why?

Q: re:MG Magna

Hello 5i Team

Magna is one of those names I have been kicking myself for not getting into back in mid Feb when I began watching it. Now, as I continue watching, reviews coming in appear to be mixed which for me is a little confusing.

Everyone agrees it is a well run company, it appears to be trading at around 10 times earnings, and auto sales should improve over the coming years considering the age of the fleet and the slowly improving economy. my questions are...

1) is there a reason you know of that explains the significant drop today?

2) at the present price, how do the metrics look?

3) would you recommend buying now, or holding tight?

As usual, Thanks for all you do, it is always appreciated!!!

Gord

Q: Magna is down over 5% today and still falling. Is this Brazil business responsible, and is it that serious?

Q: mg- Should we be concerned about Magna's investigation in Brazil?

Q: A Sept. 09 2014 report from Veritas is recommending a Sell of Magna (MG) suggesting that their returns are going to be disappointing over the next 3 years. What are your thoughts on MG? I have owned for about 9 months, and was hoping to hold onto it for about another year or so. Do you think it is a stock that is still worth holding onto? It is about 2.5% of my portfolio. Thanks.

Q: Rumours that magna mg.a executives are looking at an acquisition specifically possibly a division of Johnson controls or all of Lear industries. Is there a canadian company they might be interested in like martinrea.

Q: Peter et al,
I want to decrease my % holdings in oil & gas and financials. I plan on buying 1 or 2 stocks in sectors I do not own now, such as Health or health care, or industrials. I could also increase my tech holdings (ESL & SYZ). Any suggestions? Thanks in advance for your advice.
Gary

Q: I have always been leery of investing in the auto industry because of its cyclicality. However, you have been quite positive on three companies - Magna, Linamar and AutoCanada.

I have a two part question. Which do you prefer between Magna and Linamar and secondly, if I purchased one of those companies, should I expect it to react similarly to changing economic conditions as ACQ would (ignoring any company specific issues)?

Thanks and hope the training is going well.

Paul F.

Q: Hi Folks:
Very sorry hearing of Peter's accident.......good recovery!
What are the merits of choosing between Johnson Controls or Magna. They both appear good choices.

All the best
brian

Q: Peter and Team,

Can you please comment on Magna's success in landing the AWD system for Mercedes GLA and CLA models? This seems like a a nice win and the market seems to agree. I think this adds some good company diversification to Magna as well.

Thoughts?

Q: How significant is Magna's (MG) exposure to Russia? Is this a significant concern should the temperature continue to rise between Canada and Russia over the situation in Ukraine?

Q: Dear 5i team,

Can you please post your thoughts on Magna's earnings. Things look ok to me... not a "blow out" quarter but looks good. The stock sold off on the open and then moved back up towards yesterday's close.

Thanks!

Q: I have been watching Magna (which I own) over the past few day go on a tear to the downside. It is rather unsettling. As their earnings come out this week, does this mean that some people know bad news is forthcoming. Or is there some other likely reason.
Thank you Peter and staff for all your good work.

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.

Q: Hi Peter, I have an RSP portfolio with dividend paying stocks in oil, telecom, banking, mining and a pipeline. I wanted to add either MG or BAD cannot add both because of the cost involved. MG is in your portfolio and I know your view of BAD. Any suggestion would be appreciated. Thanks, Nick