Investment Q&A

Q: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh

Q: Hi Team,
Amount these auto parts manufacturers, which one would you recommend or best upside ? and right time to enter this sector ?
Thanks as always,
Tak

Q: Can you give your updated comments on Gmg graphene stock price movement, their recent partnership with Bosch, to further production of this New age battery. How would you define this company? The space their in? It seem to have their hands in other interesting spaces such as graphene coatings for HVAC market…is this the NEXT BIG THING? Martinrea has already bought shares in NanoXplore (GRA) and the etf/fund industry hasn’t started throwing buckets of money in the space as of yet but if the imperfect lithium batter gets replaced GMG Graphene, it seems like a no brainer with it’s better charging power/capacity and the fact that aluminum and graphene are readily available AND recyclable. Do you agree with my assessment? So far I’ve more than doubled my money….seems like longterm this is the space to be in.

Q: I would appreciate your assessment of this company both in terms of the recent earnings report and future prospects. They mentioned that there are supply bottlenecks and cost inflation of labor, materials and energy that are affecting their results. So how do you see these being resolved and when? Would you be a buyer of these shares after Friday's drop? Please provide rationale for your position. Thanks.

Q: Hello. Thoughts on these three in terms of valuation, growth and potential stock price appreciation? Are any more diversified than the others? Would you buy and how would you rank? Thanks!

Q: I respect the chip shortage is having an impact but MRE is stating their long term outlook is quite positive. Your thoughts on the latest quarter and long-term outlook. Any chance this will be "dead money" for 12 months or more ?

Q: Hi 5i, pls comment on Martinrea's 2nd qtr results and guidance going forward.

Thx

Q: I have a position in mre- t which has gone soft over the last month? Any reason for it? Has there been any insider buying during the weakness? Could this be considered a play on the EV space?

Q: What would you say about taking a full position in Nanoxplore? The product they are producing seems amazing. I read the article in The Logic about how Martinrea is using graphene in their auto parts manufacturing.

Q: Hello 5i Team
I am thinking of selling NFI and replace it by MRE.
Although expectations for NFI are much better I think the return for the forseable future is better for MRE.
What do you think

Raouf

Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John

Q: Hi 5i team,

Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.

As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.

Thx

Q: Hi, realizing that you can’t comment on personal weighting’s etc, I would appreciate your ranking of the upside of above companies within the next 12 months. Thanks in advance.

Q: Hi 5i,

Can you give me your opinion on MRE and their pending earnings release at the close today? Based on MG and LNR recent beats I'm guessing the streets est may be light.

I already own MG and looking to diversify.

Thx
Chris M

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.

Q: Having to choose to buy one of these 2 stocks LNR or MRE. Which one would be the better buy and why?
Thank you

Q: I own Martinrea. Can you give me your analysis of their earnings just reported. They look good to me but the stock has taken a steep hit in the last week albeit along with everything else.

Q: It has been a while since there was a question on Martinrea. The latest numbers seem fine. Do you have a comment on the company and the global auto sector?
Thanks

Q: Hi, Could you tell me when MRE report earning and what is your recamedatio about the stock?

Thanks
Ramesh

Q: I own MRE and up about 15% and was thinking about selling with all the noise regarding peek auto, electrification etc...on the other hand it is cheap on P/E basis. What do you think? Also do you provide moving averages as part of your reports on the stocks you cover?