Q: Would welcome comments on their results- they beat and raised - time to upgrade ?
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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.
- Royal Bank of Canada (RY)
- Magna International Inc. (MG)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi, These look a little oversold, who do you like for a full position for a the long term hold. Sector not a issue.
- NVIDIA Corporation (NVDA)
- NextEra Energy Inc. (NEE)
- Magna International Inc. (MG)
- ChargePoint Holdings Inc. (CHPT)
Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.
If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- S&P 500 ETF TRUST ETF (SPY)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Currently down significantly on these names, especially SHOP
Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.
Would you add to any at current valuations, and which one(s)?
Thank you!
Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.
Would you add to any at current valuations, and which one(s)?
Thank you!
Q: Currently we own MG with the purposes of collecting a dividend and getting some growth. With its current performance, we’re wondering if a RY might be a better choice with a similarly growth/dividend profile? If possible, are there any other MG substitutes (regardless of sector) that you like better?
Thank you for the fantastic product.
Mike
Thank you for the fantastic product.
Mike
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Restaurant Brands International Inc. (QSR)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
- Pizza Pizza Royalty Corp. (PZA)
Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory
- Booking Holdings Inc. (BKNG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?
5+ years timeframe, high risk, growth-focused in a TFSA.
MG (-30%)
LNF (-22%)
Thank you!
5+ years timeframe, high risk, growth-focused in a TFSA.
MG (-30%)
LNF (-22%)
Thank you!
Q: I am down 24% in my Magna position. (Bought it believing it was well positioned for the EV revolution) Is this still a good 5year play or cut my losses and pick up more Google while it is still down?
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
Q: Hi 5i,
Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.
Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.
Again, using same question above, compare a BNS to TD switch.
Thanks again for your valuable insights over the past several years!
Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.
Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.
Again, using same question above, compare a BNS to TD switch.
Thanks again for your valuable insights over the past several years!
- Canadian National Railway Company (CNR)
- Constellation Software Inc. (CSU)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
Q: Looking to make purchase a couple of stocks for TFSA. Looking at ATD, MG, DOO and CNR. How would you rank the above. Are there other similar stocks that you would prefer instead. Looking for a stable, high quality company with good earnings and cashflow.
- Ford Motor Company (F)
- General Motors Company (GM)
- Toromont Industries Ltd. (TIH)
- Magna International Inc. (MG)
- Fisker Inc. Class A (FSR)
Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.
Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?
Q: If one were to sell Magna but still wanted to stay in the industrial sector would you endorse moving into CPR at this time (allowing for giving up some dividend income)? CPR share price has gone pretty parabolic in the last 5 years or so relative to their long term history, do you think the valuation has gotten ahead of itself?
In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.
Thanks!
In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.
Thanks!
Q: I have 3 positions at a total equity weight below 0.5%. Which one I should consider selling or increasing position size?
TOI (Size 0.39%, small profit)
MG (Size 0.41%, small loss)
GSY Size 0.54%, substantial loss)
This is in a well-diversified portfolio.
Thank you.
TOI (Size 0.39%, small profit)
MG (Size 0.41%, small loss)
GSY Size 0.54%, substantial loss)
This is in a well-diversified portfolio.
Thank you.
Q: I've been a thankful investor and long time fan of Magna but it's had many small problems and now maybe a big one if Tesla's startling production innovations and in-house sourcing policy are correctly reported onYou Tube. MG's strong point has also been innovation but Tesla is setting a fast pace and reportedly already miles ahead, maybe to the point of sustainable market dominance. Magna is $57.00 off it's high -is it worth switching to Tesla or do you see a Magna rebound? I can handle volatility in a five year time frame.
Phil
Phil
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.
Does this mean buy equal parts MG/LNR/MRE to create my own little ETF?
Thanks for the clarification.
Q: Why is Magna being vastly outperformed by Linamar and Martinrea?
Q: Thinking of selling MG at a 30% loss and buying ATS for a quicker path to recouping my 30%. Your thoughts please.
Carl
Carl
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- WSP Global Inc. (WSP)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi Team,
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks
Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?
Carl
Carl
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