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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: Regardless of sector, in which order would you add for long term positions?
Read Answer Asked by Gary on March 22, 2023
Q: So, as followup to my question on MG/LNR, you suggested to XCD or "go drectly".
Does this mean buy equal parts MG/LNR/MRE to create my own little ETF?
Thanks for the clarification.
Read Answer Asked by Arthur on March 20, 2023
Q: What would you consider to be a minimum net profit margin I should be targeting for companies? I was interested in Magna on this pullback but noticed their NPM is in the mid/low single digits which seems skinny for a manufacturer. Thanks
Read Answer Asked by Michael on February 16, 2023
Q: Hello
Wondering what to do with Magna? Before the big fall it looked like Magna was doing a little better than Linemar, at least by chart comparisons. I can book a fairly sustantial tax loss with Magna, with the idea of buying Linemar as a placeholder for 30 days and then buying back. I am a little worried, though, that L may suffer a similar fall. I am also wondering whether L would be a better stock to hold? Also wondering about timing. Would it be better to let Magna settle a bit before switching or do it right now? I would appreciate your usual excellent thoughts and advice on this question before making a decision.
Thanks
Read Answer Asked by joseph on February 15, 2023
Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.

Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.

What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.

Thanks a Million$

Yves
Read Answer Asked by Yves on January 04, 2023
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.
Thanks,
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: I would appreciate your comments on the above two securities recently announced earnings. What do you see for both of these holdings in the next few years. Any company specific comments would be appreciated. Thank You.
Read Answer Asked by Brian on August 11, 2022
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