Investment Q&A

• Ford Motor Company (F $14.20)
  • $14.20 P/E (TTM): 11.84X Cap: $57.37B
  • View F Profile
  • View Questions on F
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

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

Upvote 2

Read Answer Asked by satish on March 05, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Fisker Inc. Class A (FSR)
  • Cap: $47M
  • View FSR Profile
  • View Questions on FSR

Q: How much will the Fisker troubles affect MG?

Upvote 1

Read Answer Asked by Kelly on March 04, 2024

• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.53X Cap: $125.49B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on 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.

Upvote 3

Read Answer Asked by Steve on February 20, 2024

• Linamar Corporation (LNR $86.77)
  • $86.77 P/E (TTM): 20.83X Cap: $5.17B
  • View LNR Profile
  • View Questions on LNR
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

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

Upvote 2

Read Answer Asked by jim on February 12, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Thoughts on the quarter [lease?

Thx

Upvote 8

Read Answer Asked by blake on February 09, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Trane Technologies plc (TT $381.70)
  • $381.70 P/E (TTM): 28.98X Cap: $83.89B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $188.50)
  • $188.50 P/E (TTM): 38.14X Cap: $250.95B
  • View RTX Profile
  • View Questions on RTX

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.

Upvote 3

Read Answer Asked by Christopher on February 09, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

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?

Upvote 2

Read Answer Asked by Dean on February 05, 2024

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Air Canada Voting and Variable Voting Shares (AC $19.45)
  • $19.45 Cap: $5.82B
  • View AC Profile
  • View Questions on AC
• CAE Inc. (CAE $45.97)
  • $45.97 P/E (TTM): 32.38X Cap: $14.56B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Northland Power Inc. (NPI $18.04)
  • $18.04 Cap: $4.70B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Lundin Mining Corporation (LUN $32.79)
  • $32.79 Cap: $26.68B
  • View LUN Profile
  • View Questions on LUN
• Barrick Mining Corporation (ABX $66.52)
  • $66.52 P/E (TTM): 22.9X Cap: $111.01B
  • View ABX Profile
  • View Questions on ABX
• Agnico Eagle Mines Limited (AEM $265.89)
  • $265.89 P/E (TTM): 31.28X Cap: $129.93B
  • View AEM Profile
  • View Questions on AEM
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Pan American Silver Corp. (PAAS $75.51)
  • $75.51 P/E (TTM): 30.9X Cap: $31.05B
  • View PAAS Profile
  • View Questions on PAAS
• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 26.97X Cap: $1.67B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• B2Gold Corp. (BTO $6.36)
  • $6.36 Cap: $8.32B
  • View BTO Profile
  • View Questions on BTO
• BMO Equal Weight REITs Index ETF (ZRE $23.23)
  • $23.23 P/E (TTM): 24.16X Cap: $603M
  • View ZRE Profile
  • View Questions on ZRE
• Kulicke and Soffa Industries Inc. (KLIC $55.35)
  • $55.35 Cap: $2.82B
  • View KLIC Profile
  • View Questions on KLIC
• JD.com Inc. (JD $29.45)
  • $29.45 P/E (TTM): 7.55X Cap: $43.11B
  • View JD Profile
  • View Questions on JD
• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.11X Cap: $40.25B
  • View NTR Profile
  • View Questions on NTR
• Troilus Mining Corp. (TLG $1.69)
  • $1.69 Cap: $923M
  • View TLG Profile
  • View Questions on TLG
• iShares MSCI South Korea ETF (EWY $108.89)
  • $108.89 P/E (TTM): 40.61X Cap: $8.89B
  • View EWY Profile
  • View Questions on EWY
• Kering ADR (PPRUY $36.88)
  • $36.88 Cap: $44.09B
  • View PPRUY Profile
  • View Questions on PPRUY
• Nuvei Corporation (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

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…

Upvote 9

Read Answer Asked by James on February 05, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

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

Upvote 4

Read Answer Asked by Dennis on January 25, 2024

• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.45B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 51.8X Cap: $15.17B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Veeva Systems Inc. Class A (VEEV $240.12)
  • $240.12 P/E (TTM): 46.66X Cap: $39.47B
  • View VEEV Profile
  • View Questions on VEEV
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.36)
  • $18.36 P/E (TTM): 75.04X Cap: $1.82B
  • View GOOS Profile
  • View Questions on GOOS
• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
  • View ROKU Profile
  • View Questions on ROKU
• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.04B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 211.29X Cap: $5.99B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

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

Upvote 5

Read Answer Asked by Peter on January 17, 2024

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.06X Cap: $12.55B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

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

Upvote 5

Read Answer Asked by Scott on January 16, 2024

• Linamar Corporation (LNR $86.77)
  • $86.77 P/E (TTM): 20.83X Cap: $5.17B
  • View LNR Profile
  • View Questions on LNR
• Martinrea International Inc. (MRE $10.47)
  • $10.47 Cap: $761M
  • View MRE Profile
  • View Questions on MRE
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

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

Upvote 3

Read Answer Asked by Denise on January 08, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Regarding Michael's question on Magna, here is what was reported on BNN Bloomberg:

"We will watch shares of Magna after Goldman Sachs downgraded the auto part maker. One of the big structural calls on Magna is that it is poised to benefit from the ramp-up of electric vehicles and getting more of its content into cars. This morning, Goldman is poking holes in both those ideas. Goldman says Magna will see slower content per vehicle growth compared to peers, and ramp-up of electric vehicle production from customers like Ford and GM will be slower"

Happy New Year to 5i and everyone!

Upvote 3

Read Answer Asked by Steve on January 03, 2024

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hi
what is the reasons for the pull-back?

like to add to the position
what is a good entry price?

thanks
Michael

Upvote 2

Read Answer Asked by Michael on January 03, 2024

• Manulife Financial Corporation (MFC $52.00)
  • $52.00 P/E (TTM): 15.93X Cap: $86.74B
  • View MFC Profile
  • View Questions on MFC
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $176.41)
  • $176.41 P/E (TTM): 16.43X Cap: $11.16B
  • View CTC.A Profile
  • View Questions on CTC.A
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Happy New Year
Could you rank in order which of the three has the most growth potential going forward and why.
Thanks
Jeff

Upvote 9

Read Answer Asked by JEFF on January 02, 2024

• Booking Holdings Inc. (BKNG $5,492.11)
  • $5,492.11 P/E (TTM): 35.47X Cap: $175.51B
  • View BKNG Profile
  • View Questions on BKNG
• Tractor Supply Company (TSCO $51.51)
  • $51.51 P/E (TTM): 24.0X Cap: $27.15B
  • View TSCO Profile
  • View Questions on TSCO
• TJX Companies Inc. (The) (TJX $157.81)
  • $157.81 P/E (TTM): 34.0X Cap: $175.73B
  • View TJX Profile
  • View Questions on TJX
• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.45B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.73X Cap: $23.80B
  • View LULU Profile
  • View Questions on LULU
• Ulta Beauty Inc. (ULTA $666.18)
  • $666.18 P/E (TTM): 25.16X Cap: $29.16B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 51.8X Cap: $15.17B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Align Technology Inc. (ALGN $172.79)
  • $172.79 P/E (TTM): 32.26X Cap: $12.23B
  • View ALGN Profile
  • View Questions on ALGN
• Five Below Inc. (FIVE $195.57)
  • $195.57 P/E (TTM): 35.95X Cap: $10.92B
  • View FIVE Profile
  • View Questions on FIVE
• iShares U.S. Home Construction ETF (ITB $106.99)
  • $106.99 P/E (TTM): 14.08X Cap: $2.89B
  • View ITB Profile
  • View Questions on ITB
• Copart Inc. (CPRT $39.83)
  • $39.83 P/E (TTM): 23.43X Cap: $38.55B
  • View CPRT Profile
  • View Questions on CPRT
• Hilton Worldwide Holdings Inc. (HLT $300.36)
  • $300.36 P/E (TTM): 42.54X Cap: $68.16B
  • View HLT Profile
  • View Questions on HLT
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 211.29X Cap: $5.99B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.

Upvote 9

Read Answer Asked by sam on December 20, 2023

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Premium Brands Holdings Corporation (PBH $100.43)
  • $100.43 P/E (TTM): 68.07X Cap: $4.48B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• MTY Food Group Inc. (MTY $40.19)
  • $40.19 P/E (TTM): 28.0X Cap: $912M
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: I want to add one of the above with the expectation of a total yearly return of 8% in the next five years.
Could you rank the above and explain your rational
Best of the season
Raouf

Upvote 10

Read Answer Asked by Raoul on December 14, 2023

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Would it be appropriate to sell Magna for a tax loss at this time?
Thank you

Upvote 4

Read Answer Asked by Linda on December 14, 2023

• Linamar Corporation (LNR $86.77)
  • $86.77 P/E (TTM): 20.83X Cap: $5.17B
  • View LNR Profile
  • View Questions on LNR
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Do you have a preference between these auto sector stocks?

Upvote 6

Read Answer Asked by Gary on December 13, 2023

• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.27X Cap: $329.09B
  • View RY Profile
  • View Questions on RY
• Tourmaline Oil Corp. (TOU $59.53)
  • $59.53 P/E (TTM): 16.86X Cap: $22.65B
  • View TOU Profile
  • View Questions on TOU
• Paramount Resources Ltd. Class A Common Shares (POU $22.72)
  • $22.72 P/E (TTM): 2.33X Cap: $3.19B
  • View POU Profile
  • View Questions on POU
• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $21.84B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: I intend to use as many losing companies such as above POU, RY, TOU and MG (presently underwater) against a significant amount of capital gains to reduce my taxes for 2023. I will probably buy them back in the new year. What is wrong with this approach? Please explain.
Thank you.

Upvote 3

Read Answer Asked by ALBERT on December 08, 2023