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.
        
    
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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.
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Martinrea International Inc. (MRE $9.98) Martinrea International Inc. (MRE $9.98)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
            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?
        
    
            Q:  I would appreciate your expert opinion on the above companies, which one do you recommend at current market for a long term hold and why? Thank you. 
        
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             TFI International Inc. (TFII $122.13) TFI International Inc. (TFII $122.13)
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                             Agnico Eagle Mines Limited (AEM $227.54) Agnico Eagle Mines Limited (AEM $227.54)
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                             Aritzia Inc. Subordinate Voting Shares (ATZ $95.58) Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
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                             Boyd Group Services Inc. (BYD $221.49) Boyd Group Services Inc. (BYD $221.49)
            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.
        
    
            Q: The three larger Canadian auto parts companies have been trending down for some time.  I hold MG and am fine continuing to hold.  LNR is is getting more interesting. I like the company and management.  I'll continue to wait until it settles.  What price do you see as a a good entry point?
Thanks for your help.
Mike
    Thanks for your help.
Mike
            Q: Lnr dropped from some $81.23 in early Nov.last to current $58.76.Any reasons? Recent p/p $77.86,now 1.5% position. Add,Hold or Sell. Txs for u usual great services & views
        
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39) Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
            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!
        
    When is LSPD a screaming buy with p/b of 1.13 and 900M in cash?
Many thanks!
            Q: For a.value play at current prices which do you prefer to have more upside potential? As always thanks for being there Larry
        
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                             Bank of Nova Scotia (The) (BNS $91.86) Bank of Nova Scotia (The) (BNS $91.86)
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                             Sun Life Financial Inc. (SLF $85.48) Sun Life Financial Inc. (SLF $85.48)
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             BRP Inc. Subordinate Voting Shares (DOO $89.50) BRP Inc. Subordinate Voting Shares (DOO $89.50)
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                             Kinaxis Inc. (KXS $168.66) Kinaxis Inc. (KXS $168.66)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             goeasy Ltd. (GSY $167.10) goeasy Ltd. (GSY $167.10)
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                             Trisura Group Ltd. (TSU $37.54) Trisura Group Ltd. (TSU $37.54)
            Q: would you share with us the best value and best growth stocks in Canada 
thank you for all your time and attention
    thank you for all your time and attention
            Q: As noted in my previous question on the drop in Lnr re:the headwinds it faces and at my book at 70$.Would you consider that going forward in 22 that at a price of say 43$ that ENGH has more upside potential? Make any sense to swap or hold? Tks.Larry
        
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             Dye & Durham Limited (DND $5.13) Dye & Durham Limited (DND $5.13)
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                             Topicus.com Inc. (TOI $132.09) Topicus.com Inc. (TOI $132.09)
            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. 
        
    
            Q: Q? Any news or whatever thoughts on dramatic drop ? Tks.Larry
        
    
            Q: why did lnr rise a lot yesterday?
        
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Martinrea International Inc. (MRE $9.98) Martinrea International Inc. (MRE $9.98)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
            Q: Hi Team,
Amount these auto parts manufacturers, which one would you recommend or best upside ? and right time to enter this sector ?
Thanks as always,
Tak
        
    Amount these auto parts manufacturers, which one would you recommend or best upside ? and right time to enter this sector ?
Thanks as always,
Tak
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                             Sun Life Financial Inc. (SLF $85.48) Sun Life Financial Inc. (SLF $85.48)
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             Exco Technologies Limited (XTC $6.51) Exco Technologies Limited (XTC $6.51)
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                             Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27) Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.27)
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                             Stingray Group Inc. Subordinate Voting Shares (RAY.A $11.36) Stingray Group Inc. Subordinate Voting Shares (RAY.A $11.36)
            Q: Happy Monday Peter , just wondering what value stocks you might think are a good investment right now  thx Kim
        
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                             PayPal Holdings Inc. (PYPL $67.93) PayPal Holdings Inc. (PYPL $67.93)
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                             Mastercard Incorporated (MA $553.68) Mastercard Incorporated (MA $553.68)
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                             Canadian National Railway Company (CNR $130.55) Canadian National Railway Company (CNR $130.55)
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Air Canada Voting and Variable Voting Shares (AC $18.24) Air Canada Voting and Variable Voting Shares (AC $18.24)
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                             Algonquin Power & Utilities Corp. (AQN $7.81) Algonquin Power & Utilities Corp. (AQN $7.81)
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                             BRP Inc. Subordinate Voting Shares (DOO $89.50) BRP Inc. Subordinate Voting Shares (DOO $89.50)
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                             Kinaxis Inc. (KXS $168.66) Kinaxis Inc. (KXS $168.66)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             Block Inc. Class A (SQ) Block Inc. Class A (SQ)
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                             goeasy Ltd. (GSY $167.10) goeasy Ltd. (GSY $167.10)
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                             BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.93) BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.93)
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                             BetaPro Crude Oil Leveraged Daily Bull ETF (HOU $9.58) BetaPro Crude Oil Leveraged Daily Bull ETF (HOU $9.58)
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                             iShares S&P/TSX Capped Information Technology Index ETF (XIT $86.73) iShares S&P/TSX Capped Information Technology Index ETF (XIT $86.73)
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                             Enthusiast Gaming Holdings Inc. (EGLX $0.07) Enthusiast Gaming Holdings Inc. (EGLX $0.07)
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                             Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39) Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
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                             CrowdStrike Holdings Inc. (CRWD $538.68) CrowdStrike Holdings Inc. (CRWD $538.68)
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                             ARK 3D Printing ETF (PRNT $23.23) ARK 3D Printing ETF (PRNT $23.23)
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                             Unity Software Inc. (U $36.13) Unity Software Inc. (U $36.13)
            Q: Hi Peter and staff, Happy Holidays.
These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.
Thank you.
Joe
    These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.
Thank you.
Joe
            Q: which of these two do you prefer?
        
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Martinrea International Inc. (MRE $9.98) Martinrea International Inc. (MRE $9.98)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
            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. 
        
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                             Mastercard Incorporated (MA $553.68) Mastercard Incorporated (MA $553.68)
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                             Canadian National Railway Company (CNR $130.55) Canadian National Railway Company (CNR $130.55)
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                             Linamar Corporation (LNR $75.07) Linamar Corporation (LNR $75.07)
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                             Algonquin Power & Utilities Corp. (AQN $7.81) Algonquin Power & Utilities Corp. (AQN $7.81)
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                             Kinaxis Inc. (KXS $168.66) Kinaxis Inc. (KXS $168.66)
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                             Western Forest Products Inc. (WEF $11.80) Western Forest Products Inc. (WEF $11.80)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             Block Inc. Class A (SQ) Block Inc. Class A (SQ)
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                             BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.93) BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.93)
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                             WELL Health Technologies Corp. (WELL $5.21) WELL Health Technologies Corp. (WELL $5.21)
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                             TD Science & Technology Fund - D Series (TDB3098 $45.32) TD Science & Technology Fund - D Series (TDB3098 $45.32)
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                             TD Health Sciences Fund - D Series (TDB3099 $22.35) TD Health Sciences Fund - D Series (TDB3099 $22.35)
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                             Geyser Brands Inc. (GYSR) Geyser Brands Inc. (GYSR)
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                             Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39) Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
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                             CrowdStrike Holdings Inc. (CRWD $538.68) CrowdStrike Holdings Inc. (CRWD $538.68)
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                             Unity Software Inc. (U $36.13) Unity Software Inc. (U $36.13)
            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
    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?
    Would you consider ATA a good replacement for MG/LNR if one is looking for growth or as an addition to them?
 
                             
                             
                    