Investment Q&A

Q: which of these two do you prefer?

Q: I would appreciate your assessment of this company both in terms of the recent earnings report and future prospects. They mentioned that there are supply bottlenecks and cost inflation of labor, materials and energy that are affecting their results. So how do you see these being resolved and when? Would you be a buyer of these shares after Friday's drop? Please provide rationale for your position. Thanks.

Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe

Q: Hi 5i,
Would you consider ATA a good replacement for MG/LNR if one is looking for growth or as an addition to them?

Q: Peter; LNR cut production estimates- and it goes up ! Not complaining but would like to understand why? Thanks.
Rod

Q: Hello. Thoughts on these three in terms of valuation, growth and potential stock price appreciation? Are any more diversified than the others? Would you buy and how would you rank? Thanks!

Q: Is LNR a probable candidate for making about 49% ROI on it's stock over the next one year? Thank you.

Q: Please suggest a few stocks (CAN, US) that will likely see a rebound in share price when the computer chip shortage is rectified. Either for a trade or 5-year hold.

Q: I am down on both companies, probably due to shortages of parts.
Do you agree selling and buying your highest recommended tech growth stocks or any stocks you suggest where short term gains are likely?
Once problems receiving parts appears to be resolved, sell the stocks and buy LNR and MG again.
While it is market timing it appears to be a more predictable type of market timing.
Thanks
Klaus

Q: I was curious to know your perspective on Linamar and its current trading price during this risk-off market. The CEO has been buying 4 million dollars worth of shares at a higher price level and the last earning call seemed good. Albeit in a very cyclical sector, Analyst's conscientious is upwards of 100$/share. I want to increase my allocation to the industrial sector before the infrastructure bills go through. Would LNR be a good Candidate at this price point or are there better opportunities today that catch 5i's eyes? Thank you as always.

Q: Suggestions on how to invest to benefit from Biden’s proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).

Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.

Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.

Thanks.

Joe

Q: Any reason you are aware of for the nice gains in the auto stocks today (Thursday)?

Q: To increase my consumer cyclical sector weighting I want to add either MG or LNR or maybe both. What company would i5Reseach recommend and why. Thanks … Cal

Q: Hello,
Please comment on LNR quarterly results and specifically on their quidance.
Thank you

Q: Good day 5i.

Please provide your thoughts on todays announcement between Ballard and Linamar. Do you think either is a buy on current valuation and future prospects?

Many thanks for your help.

Many thanks.

Q: Would you buy a full position of MG-T today? or buy a half LNR and half MG-T.Thanks keep up good work

Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John

Q: LNR is way off from the recent highs. I know, it more then doubled in 1 year; I bought pre pandemic, up 50%
Would you switch to MG now or wait for a bounce back to 90ies? I know you prefer MG from your past answers.