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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: Hello, I am down on these stocks and with the risk of a recession, would you preemptively sell any or all?
Thanks
CR
Read Answer Asked by Carlo on June 26, 2023
Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will
Read Answer Asked by Will on June 21, 2023
Q: I have Magna, Spin Master, Well Health Technologies in a TFSA, and AltaGas in a RRIF.
All are down slightly.

Could you please rate these in terms of potential and how much patience might be required.
Read Answer Asked by Valerie on June 21, 2023
Q: Hello 5i Team,

I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.

You have B+ rating on MAL, do you still feel positive after the last Q?

Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?
Read Answer Asked by JR on June 21, 2023
Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry
Read Answer Asked by Larry on June 19, 2023
Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K
Read Answer Asked by Patrick on June 14, 2023
Q: Is it too late to get into Ford after its price appreciation? I’m considering switching from Magna to Ford. Do you have a preference. We also hold Granite REIT which does get much if it’s revenue from Magna properties, so wondering if holding Ford instead would improve diversification. Thanks lots!
Read Answer Asked by Gerry on June 13, 2023
Q: Hello 5i, I am thinking of buying Granite Real State Investment Trust. Before I do so I would like your opinion on the company's debt compared to other major Canadian REITs? I am somewhat concerned about the following excerpt from the company profile "Granite derives nearly all of its revenue in the form of rental income from its properties. The company's largest tenant is Magna International, an automotive parts and systems manufacturer, which accounts for the majority of Granite's lease income." This is as if most of their income depends on Magna only, is that a concern to you? Thank you
Read Answer Asked by Gervais on June 09, 2023
Q: What is your general feeling of Magna for next 5 years? What hinders growth? Would you move on, and possibly what is a better choice?

From a consumer perspective dealers seem unable to meet auto delivery demands (long wait times) and I would guess this should mean high demand for the Magnas of the world.

Thank you!
Read Answer Asked by Marilou on June 08, 2023
Q: If one was willing to accept the smaller cap size risk and the much lower yield, could you endorse a switch from MG to DOO to stay (technically at least) in the same sector in the hopes of realizing a higher total return in the long run (5-10 years)? When I look at the history, Magna is about where it was 7 or 8 years ago, and DOO is up about 4 fold. I realize the past doesn’t predict the future, but still…..
Read Answer Asked by Stephen R. on June 05, 2023
Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!
Read Answer Asked by Grant on May 30, 2023
Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR
Read Answer Asked by Carlo on May 30, 2023
Q: My MGA is sagging but I still like the company's future. My ATS is doing fine, thank you very much. I'm thinking about selling MGA and increasing my ATS to a full position. Long time horizons but in say five years, which company would you rather be in today? thanks
Read Answer Asked by alex on May 30, 2023
Q: Which company has the best potential in the next 5 years. Please consider growth and dividend. Is there another company I am missing in this sector. Currently I hold MG.
T Steve
Read Answer Asked by Stephen on May 29, 2023
Q: Hi, These look a little oversold, who do you like for a full position for a the long term hold. Sector not a issue.
Read Answer Asked by Brad on May 08, 2023
Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.

If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
Read Answer Asked by David on May 03, 2023
Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!
Read Answer Asked by Trevor on May 02, 2023
Q: Currently we own MG with the purposes of collecting a dividend and getting some growth. With its current performance, we’re wondering if a RY might be a better choice with a similarly growth/dividend profile? If possible, are there any other MG substitutes (regardless of sector) that you like better?
Thank you for the fantastic product.
Mike
Read Answer Asked by Mike on April 27, 2023
Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory
Read Answer Asked by Rory on April 25, 2023
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