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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: Am looking to purchase TM or a suitable auto/auto parts company for 5 year hold, in RSP. Suggestions, rankings, please. Thanks!
Read Answer Asked by Pradeep on March 16, 2021
Q: I currently have a new position in GM (entry approx $53), ;
- I also have a new small position in STLA ( entry approx 17.50)
- I'm also looking to add a small position into Ford
Questions are :
-1. Your thoughts on the best of the three.
-2. Would you own or add to 1 , 2 or All of the above, Or None of the above for that matter.
-3. What would be a top, reasonably safe, growth or need to own choice in the Automotive sector going forward in this rapid evolving environment ?

Thank you in advance
Good job to the team, I appreciate your service!
Read Answer Asked by michael on March 11, 2021
Q: Any idea how serious this chip shortage could get for F and GM and maybe some other companies? If it's a short term thing I'm thinking the market will look past it. Also are there any stocks that would benefit from the shortage? Thank you.
Read Answer Asked by Mike on February 12, 2021
Q: Hello 5i team. I wanted to get your opinion regarding these companies. With investment in Rivian by Ford, GM's EV product and new cars, they both seem like good value opportunities with upside. Can you compare the two from a valuation perspective, and give your opinion?

Also, I read that Intel has best in class driverless car tech. Their legacy business is a drag on their PE. What are your thoughts on Intel and would you be a buyer?
Read Answer Asked by Fabio on January 14, 2021
Q: Hi,
There are slim pickings for the retail corporate bond investor at the moment. I found a five year Ford Motor Credit bond with a BBB rating paying an effective yield of 3.55%.

Do you think the risk/return on this bond is reasonable? I am hesitant to buy it because of the history of the auto industry during recessions and the current state of personal debt in Canada.

Thank you. Michael
Read Answer Asked by Michael on January 27, 2020
Q: On reviewing your responses, I noticed your preference of BYD. Meanwhile, NIO has taken a dive, although this co seems to get also support. How to proceed on these two companies, buy/hold/sell? Would investment in MG or even Ford be preferable?
Thank you for your input!
Read Answer Asked by Sigrid on May 01, 2019
Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
Read Answer Asked by David on March 22, 2019
Q: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
Read Answer Asked by Marc on May 09, 2017
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