Investment Q&A

Q: I have held Linamar shares for a number of years but am becoming somewhat frustrated by their performance. Shares trade at about the same price that they traded at in Oct 2020. Apparently investors just do not seem interested in the company. The recent quarter results seemed reasonable but the shares immediately went down $3. So, in today's market what would be your rationale for continuing to hold the shares, or is it time to sell and move elsewhere?

Q: The auto industry backdrop and Linamar. I can understand that the EV scene is mixed, perhaps at best; there are re-charging issues as well as some fire risk associated with Lithium, and that Chinese subsidized imports are a potential problem, but my reading was that our industries here, MG, LNR, and MRE, were largely agnostic to the potential EV problems. In addition my most recent related reading was that Linamar has diversified at least in part into agricultural machinery, which would be an addition to their initial skyjack venture, and that while the US Fed had postponed rate reductions the US economy continues to bubble along, albeit at a slightly lower rate than hoped, but is OK. So what have I missed? Is Lithium a bust? How serious are the range/ recharging/ fire issues? A PE of 5 or 6 is for the birds.

Q: Your thoughts on Q2 earnings, please. Sales appear to be a bit light.

Q: Sir:
In reviewing the trust holdings for Grandchildren, I noticed that these previous darlings of 5i are all on life support. So , going forward, what are your recommendations? Thanks- Jim

Q: Hello. I’ve been holding Magna for a couple of years and the stock is down 44%. It represents 1.2% of my portfolio. Would you recommend selling and if so what is another stock in the same sector that might offer a better potential?

Q: Not happy with general mills right now and Magna. What do you think should I keep them or move on. If I decide to move on is there any decent dividend paying companies in there respective categories.

Thanks

Q: Linamar's sales and earnings have increased and beat estimates yet the stock price continues to slide, closing Friday at $65.88. Is there something going on with the company or is it a sector issue?

Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?

Q: Could you provide your opinion of Magna vs Linamar?
Historically MG seemed in the lead and had a better dividend. Since the Russian invasion of Ukraine - their investments in Russia were blamed for non-performance.
Also, since then LNR seems to be doing substantially better signifying the sector is doing ok.

Has MG lost its MOJO, had its day and becoming a value trap? (all cash flow going towards dividends, taking on debt and eroding stock price).
Thank you

Q: Hi there could you please comment on yesterdays earnings report and whether it’s at a decent point (given todays rise) to initiate a position for 3-5 years?

Thanks!

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

Q: Hi guys
Looking at three companies in the Industrial/Consumer areas. Looking out a year to 3 years what would be your favorite(s) in regards to total return. Can you also give the forward P/E for the 3 stocks?

Much thanks

Stuart

Q: your opinion on LNR results, is it buy, sell, hold.

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: 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

Q: I noticed where they bought Bourgault Industries. I realize this is just a small transaction for them, but do you feel this is good fit for them. I would like to get your view on this, as I don't see any reason for it. Appreciate your good service, Thank you very much.

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

Q: Linamar recently reported. Please provide your assessment of their results? What is your outlook for the company going forward? Would you buy, hold or sell in today's level? Thank you

Q: I am looking for large or mid cap cash rich companies that seem to be punished because the rest of the market is down.

Q: What do you think of the latest quarterly earnings for Martinrea ?
I used your Interactive Chart feature to compare the % share price increase over time of Martinrea and Magna - for 10 to 20 years Magna is the clear winner , but Martinrea is far better over the last 3 years . Do you think this better performance will continue over the next 2-3 years , or is a switch to Magna appropriate ?