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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: Hi Guys

Boy DOO and LNR took a big haircut today. Do you think this is justified on the new tariff schedule, or a bit overdone? Aren't Linamar parts covered by CUSMA? Given they make the majority of transmissions for some US auto makers does this make sense?

Any other CDN manufacturers you can think of that are vulnerable too? eg NFi

Would you be a buyer here for either one of these companies?

Much thanks
Read Answer Asked by Stuart on April 16, 2026
Q: Would appreciate clarification regards large hit to LNR today; can only assume it relates to the acquisition of two German companies and financing arrangements; can you add to this?
Read Answer Asked by don on April 15, 2026
Q: Hi Guys
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?

Thanks

Stuart
Read Answer Asked by Stuart on March 19, 2026
Q: I have held LNR for a couple of years now and it has recently been in an uptrend. I was looking at a 20 year chart and it has just broke the all time high set 15 years ago or is about to hard to tell for sure on the chart I was looking at. While I am not a technical guy with stocks does this have any significance either technically or in general. Thanks
Read Answer Asked by Jerome on January 08, 2026
Q: Hi 5i guys. Back in OCT or Nov when Linamar was stuck in the low $70 range I sold a long dated call on LNR at $80 strike price since I didn't think LNR was going to move in price very much and I thought I would collect some premiums. Well LNR has been well over $80 for a couple of weeks and the option still has not been exercised and I still have my 100 shares of LNR. This seems odd to me since I figured that the counter party to this option would have exercised their option to take the LNR shares. Is there a logical reason why this option is still outstanding. I am not disappointed with my call selling strategy since I got over $3 of premium so I am flat since LNR has been trading around $84.
Read Answer Asked by Paul on December 29, 2025
Q: LNR and MG have performed about the same since their lows in April. I own LNR and am up 60%. Would you consider owning both or does one have an advantage right now over the other?

Thanks for all your help, Mike
Read Answer Asked by Michael on November 04, 2025
Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.
Read Answer Asked by Peter on August 12, 2025
Q: What is your current view of the big three Canadian auto parts manufacturers. Are they buyable? Are you discounting tariff concerns yet? Which would be your pick?
thanks, Hugh
Read Answer Asked by Hugh on June 24, 2025
Q: Hello Team,

I read your comments regarding Magna and your decision to downgrade it to a sell for the obvious trade war reason but also other ones. Do you place LNR in the same basket?

During these difficult times for Canada and our leading companies I appreciate your insight more than ever.

Thank you,
Adel.
Read Answer Asked by ADEL on April 04, 2025
Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?
Read Answer Asked by Patrick on March 28, 2025
Q: I believe Trump is bluffing about tariffs on Canada, especially tariffs on auto industry.
Even if enacted, they will be removed shortly.
What companies ie stocks would you see as especially poised to move up?
Please list them from most upside potential to least, please add others if applicable

Read Answer Asked by JR on February 26, 2025
Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.
Read Answer Asked by Alex on February 11, 2025
Q: Good morning - can you give us a sense as to what Cdn companies (say 10) that would be most adversely affected by a tariff war with the US? Many thanks as always.
Read Answer Asked by Doug on February 03, 2025
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