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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: Yesterday in response to my question on AT you said: "Our answers can and do change at times. A buy case can be made on any stock (or there would be no trading at all). But.....we also take cues from the market, aggressive selling, execution, peer performance, prices and sentiment."

In today's INK report we learn that AT director Roger Dent bought 80,000 shares at $4.94 to hold 50,000 shares. What cues do you take from this?
Read Answer Asked by David on November 10, 2021
Q: hello 5i Research team,
When you answer that Magna be among the companies that will benefit from the increase trend toward sales of EV: can you elaborate on how and why, and also which of MG reporting segments (body exteriors & structures; power & vision; seating systems; complete vehicles) will benefit and especially how will it benefit. I cannot specifically identify a winner. My intuition says « power & vison » will probably loose from the transition out of oil (it represents about 30% of sales: which is about appropriate for an entier vehicle). Therefore if I am correct, there is no specific advantage for MG from the transition to EV. Please enlighten me. Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 10, 2021
Q: On Nov 9 you said: We don't like stepping into such negative momentum, and would hold off for now.

On Nov 4 you said: The stock is very cheap right now, but with some disappointment and maybe year end tax selling, we think it could remain under pressure. We might do a partial position at $5.50.

Hmmm. Such conflicting advice doesn’t inspire confidence. Which is it?

I am a long term believer in the Warren Buffet approach to investing. Study a company and its business in depth and determine if it is a sound, long term investment that you hope to never sell. A business in which you can trust management to make sound decisions to grow the business. Is AT a business worth investing in for the long term or not? If it is, then should you not be advising subscribers to buy more the cheaper it gets? It has $1/share in cash and could buy the company at current prices with its own cash in about 5 years time. Am I wrong?


Read Answer Asked by David on November 10, 2021
Q: Continues to drift lower. Would you be buyers? I suspect there are some further tax loss selling going on.
Read Answer Asked by Chris on November 09, 2021
Q: I read your answer on DND this morning and you noted they missed EPS expectations.

I was trying to figure that out after the earnings were released yesterday but it seems pretty muddy to me with the shares, debentures, diluted eps/non diluted etc. The EPS expected on the TD site was 21cents and if you take shares outstanding (listed on TD at 68.1m) I get 32cents EPS on income of 22.1m.

So to break that down what did you see as the expected EPS and on what basis was it?

Also I cannot find any information on the debentures (other than the amount raised and the nominal denomination) and at what rate/level they are convertible. Do you have that information?
Read Answer Asked by Graham on November 09, 2021
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