Investment Q&A

Q: Hi Team

What is your feeling about Ford?, I am looking at p\e of 2 and a yield of 4.5 %, comparing it with Tesla, it seems like a much better buy, with them going into the ev market, with other car companies does that not put pressure on Tesla. I know that Tesla has a lead but others are pouring billions of dollars into the ev.

Thanks
Auftar

Q: Hello,

When you last answered a question about Ford it had just been hit with some bad news. Despite that you felt it still had redeeming qualities and rated it a hold.

I’d welcome hearing your current assessment.

Thank you!

Marc.

Q: I own this security. What are your thoughts on Ford especially given yesterday's rather negative announcement from the company? Would you suggest holding on or selling. Thanks.

Q: Greetings,

1) Which vehicle manufacturers may potentially "catch up" with Tesla over the next decade? (U.S or Canadian listed)

2) I have compared Ford vs General Motors and even though they seemingly do the same thing their current state of affairs appear different. Should we Buy Ford or GM or both (hedge my bets!) ?


Many thanks!

Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!

Q: Hi Team,
I have small position on GM down 35%, would like to sell for tax loss. What would you suggest to replace GM ?
Thanks as Always,
Tak

Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?

Q: with the Liberals aggressive agenda towards having many more EVs in Canada in the not too distant future , is there an auto parts manufacturer that is a maker of EV specific parts that will have good upside potential if this agenda is do able.

Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you

Q: Good Morning Peter & Team.

I have two questions. Please charge me accordingly. Both have to do with ramifications from increasing cost of OIL.

1. Do you think the ever increasing price of gasoline is going to push more people towards EV and if so, what would be your recommended play to take advantage of this?

2. Commodities especially those coming from mining, and especially those used in the EV industry, appear to be on the rise. What recommendations would you make for us to take advantage of this trend? Right now I have RIO & DML on my radar.

Thanks for all you do

gm

Q: Hi,

I bought Ford a month ago and I'm down 22%. Its continuing to get worse. Should I buy, sell, or hold?

Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks

Q: The three large auto companies mentioned are currently trading at 'low' trailing P/E (6.9 to 9.8) and forward P/E (5.7 to 8.5) multiples according to the Globe & Mail Investor service. Why would they be trading at, what on the surface, appears to be such 'attractive' levels?
Thank you. Edward

Q: Looking to the future and the EV space. I know GM and F are making big inroad’s and have the scale. However, what about TM as an alternative play. It has a decent divd and has had a long lead time in EV’S relative to NA players…and arguably a more reliable product.
Looking at this as a long term US divd play

Q: I have always been hesitant to invest in the auto industry for various reasons but I am thinking with all the shortages of new cars which will continue for quite some time that perhaps now might be a good time to invest. Would you agree with this line of thinking and would it be better to invest in the car manufacturers or the parts makers like Magna?

Q: Adding POAHY (Porche) to the mix, can you order these for growth potential please?

Q: Looking to increase industrials in my US TFSA account, would you recommend F or J or a combination of both for a 3-5 year hold?

Q: Given policies recently introduced in many countries (US, Europe, Japan, etc.) aimed at encouraging legacy car manufacturers to switch to making battery electric vehicles and given that many of these manufacturers have since announced commitments to doing just that, setting aside Tesla, which of the major car makers do you see as having the best potential to profitably achieving these goals? I'm more interested in identifying the best among the big players: Ford, GM, Toyota, BMW, etc.

Q: I want to consider buying a small group of stocks (5-10) that would capture the future growth (my assumption) of electric vehicles. These could be vehicle manufacturers, companies supplying key input/parts or other beneficiaries of EV growth. Do you have suggestions?

Q: Peter and His Wonder Team
I know I am way behind but I have just been reading about how autonomous-EV are going to be a hugh disrupter...I guess it is called TaaS. Does your Growth Portfolio have any exposer to this phenomena? If not do you have any suggestion of stocks that still have reasonable upside with this innovation. Thanks!