Investment Q&A

Q: Will Japanese component maker Asahi Kasei is set to announce the construction of a new battery-related plant near Niagara today likely to impact Magna negatively ?

Q: Hello,
Would you add to MG at these level? As a long term hold, do you consider the stock relatively safe? Thank you.

Q: Some maintenance of my portfolio is long-overdue. I have been sitting on PBH, VEEV, and VZ which are all down about 30%. WELL is down about 50%, MG about 40%. Should I keep holding, or take the loss and pivot to something else? These are the worst performers, overall the entire portfolio is up 20% this year. Many thanks for your assistance.

Q: Which companies could benefit from the new Honda announcement?
Thanks Steve

Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?

Q: Please rank in terms of growth and risk over the next 1-3 years

Q: Do you think now would be a good time to start a position in magna?

Q: I have held Magna for multiple years, and with the execption of a surge in value three years ago (which it eventually surrendered), it is at pretty much my original purchase price. I have been considering a switch to Amazon, as I cannot think of a more dominant player in the consumer cyclical space. I had also considered starting a position in Aritzia, but I am not as confident in its profile as I am with Amazon. The position of this investment is 4% of portfolio, if the exposure level has any influence at all on the analysis. One potential tailwind for Magna could be manufacture of parts for battery electric vehicles, which should increase in demand over the next five years: my understanding is that MG provides many such parts to multiple companies that make these particular automobiles.

Would a switch from MG to AMZN be prudent, or is there a stronger case to be made for staying put? As always, thanks so much for your insights, and I look forward to your response.

Q: Which stock is cheaper on a valuation basis and would produce better growt over medium term. Would you suggest selling ford to buy magna.
Thanks

Q: How much will the Fisker troubles affect MG?

Q: Wanting to sell one of these to deploy cash to deploy elsewhere. Which of these two has the best pathway forward for a 2 to 3 year hold and which might you recommend to sell and why? Thank you.

Q: Hi 5i
How do you view mg earnings today and the risk going forward, shares down on earnings today...lnr down also ..... currently small position in mg with 2 year horizon...would you buy/add at these prices...

Thx

Q: Thoughts on the quarter [lease?

Thx

Q: Hi 5i, seems MG is pushing out some of their bets on EV and Autonomous trends, Do you still believe in their growth over the next 2 years after this quarter? I know they raised their divi, but I fear this stock may become a value trap. Also, please provide a few alternatives, no small caps please, either CAD or USD. Thx.

Q: Hi 5i,

A predictive question; I tax loss sold MG @ end of 2023 and should be qualified to re-buy. Would you wait for earnings Feb 9 before buying back the position? Put another way do you expect any issues with the up coming earnings for MG?

Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…

Q: Hi Peter and Staff

Yesterday Marco asked for your top 5 consumer discretionary names going forward. I was a bit surprised to see PLC in the top 5 while MG(shown as consumer discretionary in your company details) was not. Do you view MG less favorably than the 5 suggested names?

Thanks and have a great day
Dennis

Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?

Q: Would like your view on switching Mg for TFI. Looking for growth and a reasonable value. Mg seems to be stuck and going nowhere

Q: Hi, I own MRE with some profit. Would a switch to LNR be a good strategic move for the future. How would you compare these two? I bought Magna recently and would keep it. Thanks