Investment Q&A

Q: re:MG Magna

Hello 5i Team

Magna is one of those names I have been kicking myself for not getting into back in mid Feb when I began watching it. Now, as I continue watching, reviews coming in appear to be mixed which for me is a little confusing.

Everyone agrees it is a well run company, it appears to be trading at around 10 times earnings, and auto sales should improve over the coming years considering the age of the fleet and the slowly improving economy. my questions are...

1) is there a reason you know of that explains the significant drop today?

2) at the present price, how do the metrics look?

3) would you recommend buying now, or holding tight?

As usual, Thanks for all you do, it is always appreciated!!!

Gord

Q: I currently owned Rogers and thinking of selling and buying Telus instead. I am just wondering since I do have some US$ if I should buy Verizon instead because all that is going on with telco industry and CRTC wanting a fourth carrier?
Thanks
Dolores

Q: Could you please provide an update on ACQ? Can I add to my losing position (since I purchased it recently).

Q: stn Stantec announced a 2 for 1 stock split on September 5th. Since that time the stock has traded at a high of $76.06 and a lo to-day of $7l.95.
Any reason for this decrease in price. Is it a good time to buy. Thank -you

Q: Hi Peter and Team,

This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?

Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?

Q: I currently hold Badger and AutoCanada and continue to watch them decline on a daily basis. I was up quite significantly in both stocks at one time. Should I continue to hold them or take my profits now? Thanks for all that you do!

Q: PKI Parkland Fuels is up 15% today on news of the Pioneer acquisition. Good news but is it too much?
I'm also wondering where the cash portion will come from as I don't see it on their last quarter balance sheet.
Thanks John

Q: We have full holdings in the 5 major Canadian banks. I notice that the pundits, including yourself, seem to favour TD and BNS yet our major gains have been in BMO and CM, both of which pay better dividends as well. Comment?

Q: Magna is down over 5% today and still falling. Is this Brazil business responsible, and is it that serious?

Q: mg- Should we be concerned about Magna's investigation in Brazil?

Q: HCG is down 10% from its recent high. Would you view this as a buying opportunity or are you concerned about the impact of rising interest rates on the housing market?

Thanks, and great service.
Hans

Q: Why is Home Capital HCG falling lately. Is it a buy, sell or hold. Thank you very much.

Q: Good evening,

Further to Russell's question on DHX and the proposed share proposal and it's negative impact on small shareholders and detrimental impact on possible buy out opportunity, what is the benefit to DHX to go down this road?

Thanks,

Eric

Q: Hi Peter,
Regarding the question on the potential DHX media share structure, is it best to put a stop loss on the stock if it is a structure that limits its upside (potential take over )? The official announcement(after earnings ) alone could bring pressure to the stock

Q: I just received information on a special meeting for DHX Media on September 30.

They are wanting to create three new classes of shares

Variable Voting Shares
Common Voting Shares
Non-Voting Shares

What is your opinion on this senario and would you vote against this?

Thanks so much.

Q: ECI - EnerCare I have a half position and looking for dividends. With a soft offer, my thinking is the stock should have a $13.00 floor. What are the pit falls of adding some shares here. What are the chances of the offer turning into a real offer? What are the chances of a better offer?

Q: AFN - Ag Growth seems to be struggling here and I am wondering why. I thought their last report was good and they seem to be bulking up internationally. Any thoughts?

Q: Hi Peter,
Awesome job on your cycling journey. I enjoy reading your blogs and have financially supported this cause.
Do you have any insight as to why Horizons North Logistics is losing ground today?
Also, do you think this is a good time/price to pick it up to include in a balance portfolio?
Thanks!

Q: I've noticed HR.UN has dropped for several days but can't find any news that it might be reacting to. Can you help?
Edgar

Q: Can you provide a selection from either the model portfolio or the income portfolio to replace Brookfield Infrastructure Partners (BIP.UN) or should I continue to hold it?