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  5. AXON: I have held a position of about 2. [Axon Enterprise Inc.]
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Q: I have held a position of about 2.5% in MG (was higher, but its performance has lagged that of my overall portfolio, thus the decrease in relative exposure) for years now, and have maintained the investment due to a decent dividend (about 4.5% at today's price) and low P/E (trailing P/E listed as 11.59, current forward P/E quoted as 6.75 with Yahoo! Finance). I am concerned that the potential of the US exercising tariffs on goods imported to their country could profoundly impact MG's future performance. I believe that Magna does have some factories in the US: would this exclude them from having tariffs levied on US consumers of their goods?

If MG would be affected by tariffs, and a pivot to another investment would be prudent, I have been considering AXON and ISRG as potential replacements (my portfolio could tolerate a decrease in Consumer Cyclical exposure, and I feel I have room to increase exposure to Industrials and/or Health Care).

Ultimately, my questions are as follows:

1. Will MG be affected by the potential for tariffs to an extent strong enough that an exit from the investment should be seriously considered?

2. Of AXON and ISRG, which company do you feel is poised for greater growth in the next 36 months?
Asked by Domenic on November 11, 2024
5i Research Answer:

MG does have operations in the US, and this will protect them to some degree. It has more exposure to Europe than it does to the US, overall. While it is not immune, we would be fairly confident in that the impact is likely (at least partially) reflected in the very low valuation of the stock currently. It has upside and the last quarter may be 'the bottom'. Hard to predict, of course, but the scenario of growth in the US and lower rates should offset its tariff impact. That being said, we would still consider ISRG and AXON as having 'more' overall potential. Comparing these two is tough. ISRG is 5X as big and of course they are in different sectors. We would consider both to be among our favourite US stocks. We would consdider ISRG 'safer' due to its global exposure and the fact that it owns most of the global market. AXON meanwhile may have more upside as its international scale has barely started to ramp up, and it is becoming an AI play. Without guidance as to risk metrics, we would side with ISRG, barely. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AXON.