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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: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Read Answer Asked by Nhung on December 07, 2020
Q: Good morning,

I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
Read Answer Asked by Bob on December 02, 2020
Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.
Read Answer Asked by Dan on November 18, 2020
Q: good morning
I've been reading about Ford committing to manufacture electric vehicles in Canada, starting in the not so near future. What, if anything, does this mean for MG, for a longer term investor? Also, are there any other Canadian companies that will derive significant benefit from the Ford decision, and what would be the timely approach to investing in this direction? As always, many thanks.
Read Answer Asked by alex on September 28, 2020
Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you
Read Answer Asked by Larry on January 12, 2020
Q: Hi 5i- LNR continues their long slide down , -44% since Original purchase 2 years ago and another -6% today. What’s seems to be going on here?
What is your opinion are there better times ahead?
At its current price Is this a stock worth holding over next 2 years or average down or better to take the loss and move on?
Your opinion greatly appreciated.
Thx
Read Answer Asked by jim on August 12, 2019
Q: Linamar, Magna, Methanex and many other cyclical stocks are near lows. So in order to buy low and sell high, would this be the time to buy these cyclical stocks? What generally is a cyclical cycle? I keep thinking of Warren Buffet: Buy when others are fearful and sell when others are greedy!
Read Answer Asked by Helen on August 12, 2019
Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.
Read Answer Asked by Federico on July 24, 2019