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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: It appears Canada has the potential to take a part in the EV revolution, yesterdays announcemenmt from Volkswagon regarding a possible gigafactory here, and this from todays FP, "Canada has seen at least 10 major electric vehicle-related commitments totalling close to $16 billion since the start of 2021 as federal and provincial governments work to secure investments in the rapidly-evolving sector." For fun lets say all this and more happens, which Canadian companies will have the most to gain?

Read Answer Asked by Charles on December 05, 2022

Q: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Alex Reid

Read Answer Asked by Alex on September 16, 2022

Q: Similar to another question I submitted, I would like to ask about a potential switch. I presently own Linamar which has been doing well; Magna has continued to slide but generally has a favourable long term outlook. If it were you, would you sell LNR after its good momentum and acquire MG while it is beaten up, and if so, why or why not? Total return is the objective, nor are taxes a concern. Thank you for your excellent service.

Read Answer Asked by Leonard on September 09, 2022

Q: Hi - Would you consider it a prudent time to invest in the Cdn auto parts sector (with regard to macro slowdown outweighing low inventories or vice versa)? If so, of the Canadian players, which one do you prefer and why?

Read Answer Asked by Douglas on August 10, 2022

Q: I have trimmed some of my oil % gas stocks today back to my sector weight and would like to rotate the proceeds to other stocks. I already have the Balance Portfolio of stocks including MG at full position and was thinking of buying some LNR to complement MG or do you think there are other stocks in the Balanced Portfolio that you would consider more compelling at this time? Could you name your preference? Thanks.

Read Answer Asked by Steven on April 19, 2022

Q: Today, would you buy LNR with p/b of 0.95 and no debt or MG with 2.7B debt and b/b of 1.91. LNR has a wide range of products, other than automotive.
When is LSPD a screaming buy with p/b of 1.13 and 900M in cash?
Many thanks!

Read Answer Asked by Grant on March 04, 2022

Q: would you share with us the best value and best growth stocks in Canada

thank you for all your time and attention

Read Answer Asked by Marla on February 09, 2022

Q: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.

Read Answer Asked by Les on January 21, 2022