Q: trouble appears for mg. weak earnings. where does 5i think things are going. is this a good time to buy after anticipated drop
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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: the large swing up seems rather unexpected based on recent results and comments to recent questions. What might be the driving force ?
- Park Lawn Corporation (PLC)
- Dollarama Inc. (DOL)
- Gildan Activewear Inc. (GIL)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Leon's Furniture Limited (LNF)
- MTY Food Group Inc. (MTY)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?
Q: Margins will be lower what would you switch to
Q: thoughts on earnings warn today - good entry point or could the cockroach theory apply?
- Sylogist Ltd. (SYZ)
- Magna International Inc. (MG)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi, I’m thinking of selling SYZ at a loss because I feel it may be in doghouse for quite awhile.
I would add to MG and NVEI which I have half position. Would you have any problems with my strategy, or would you just stay the course? Or maybe just add to one. Thanks
I would add to MG and NVEI which I have half position. Would you have any problems with my strategy, or would you just stay the course? Or maybe just add to one. Thanks
- Darden Restaurants Inc. (DRI)
- North West Company Inc. (The) (NWC)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- Leon's Furniture Limited (LNF)
- Cal-Maine Foods Inc. (CALM)
- Flowers Foods Inc. (FLO)
- Packaging Corporation of America (PKG)
- M.D.C. Holdings Inc. (MDC)
- Sonoco Products Company (SON)
- Buckle Inc. (The) (BKE)
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- Bank of Nova Scotia (The) (BNS)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
Q: I'm at looking at the following companies to invest in next; how would you rank them based on current values?
Q: MG data on your website:
1. are the numbers shown in $U.S. ?
2. Price to Cash flow seems to be at about 8. However, FREE cash shows as negative Can you explain the difference?
3. Graph seems to show consensus 2023 earnings at $8 / share
Is that in USD? Wouldn’t this mean stock is trading at about 8x 2023 earnings? Seems pretty cheap
1. are the numbers shown in $U.S. ?
2. Price to Cash flow seems to be at about 8. However, FREE cash shows as negative Can you explain the difference?
3. Graph seems to show consensus 2023 earnings at $8 / share
Is that in USD? Wouldn’t this mean stock is trading at about 8x 2023 earnings? Seems pretty cheap
- Linamar Corporation (LNR)
- Martinrea International Inc. (MRE)
- Magna International Inc. (MG)
- Exco Technologies Limited (XTC)
- CarParts.com Inc. (PRTS)
Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.
Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.
What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.
Thanks a Million$
Yves
Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.
What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.
Thanks a Million$
Yves
Q: What are your thoughts on the Magna purchase of Veoneer?
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- Axon Enterprise Inc. (AXON)
- InMode Ltd. (INMD)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.
Thanks and Happy Holiday Season to you and all staff.
Donna
Donna
Thanks and Happy Holiday Season to you and all staff.
Donna
Donna
- AT&T Inc. (T)
- Toronto-Dominion Bank (The) (TD)
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Great-West Lifeco Inc. (GWO)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fortis Inc. (FTS)
- Pembina Pipeline Corporation (PPL)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Algonquin Power & Utilities Corp. (AQN)
- Lundin Mining Corporation (LUN)
- Labrador Iron Ore Royalty Corporation (LIF)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Acadian Timber Corp. (ADN)
- Dividend 15 Split Corp. Class A Shares (DFN)
- Life & Banc Split Corp. Class A Shares (LBS)
- Hyatt Hotels Corporation Class A (H)
- E Split Corp. Class A Shares (ENS)
- ReNew Energy Global plc (RNW)
Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..
Wich stocks can be "relatively safely" kept at long term for this purpose ?
Wich stocks can be "relatively safely" kept at long term for this purpose ?
Q: Hello, 5i - The auto industry seems to be recovering somewhat. Do you have insight into this? Thanks
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Bank of Montreal (BMO)
- Enbridge Inc. (ENB)
- Great-West Lifeco Inc. (GWO)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- TMX Group Limited (X)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria
Thanks
Victoria
- Canadian National Railway Company (CNR)
- Loblaw Companies Limited (L)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- WSP Global Inc. (WSP)
- Enghouse Systems Limited (ENGH)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Nutrien Ltd. (NTR)
Q: Hi Peter & team:
1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile
Thank You for your excellent service and support in these turbulent times.
1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile
Thank You for your excellent service and support in these turbulent times.
- Starbucks Corporation (SBUX)
- AbbVie Inc. (ABBV)
- Illinois Tool Works Inc. (ITW)
- United Parcel Service Inc. (UPS)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Tricon Residential Inc. (TCN)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
- EQB Inc. (EQB)
- Stag Industrial Inc. (STAG)
- OFG Bancorp (OFG)
- W.R. Berkley Corporation (WRB)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- NextEra Energy Partners LP representing limited partner interests (NEP)
- Absolute Software Corporation (ABST)
Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.
- Manulife Financial Corporation (MFC)
- Magna International Inc. (MG)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod
Rod
Q: why the sudden and steep bounce up ??
Q: thoughts on their quarter please?
Thx
Thx