Investment Q&A

Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

Q: Shortages in commodities and workforce are having an effect on inflation.
To what extent will shortage of semiconductors have on MG and it’s stock price going forward.

Roy

Q: Any reason why Magna is down $5 in US pre market?
Despite the negative market, $5 down means something is up.
Thanks

Q: Where would you put $2,000 to a small TFSA account for growth? Own currently KXS, QST, TIXT, XBC, WELL with losses, and GSY with profit. Thank you

Q: thoughts on the quarter? Thx

Q: Hi 5i team,
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.

Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual

Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek

Q: Do you know of a Canadian company that is manufacturing Electric cars similar to Tesla. Thanks. Ernie

Q: I owned DAN:US (Dana Inc) . I bought in Oct/Nov for approx $15. I put in a stop loss and got stopped out at around $19 in late Dec. Shortly after getting stopped out the stock continued to rise. Now currently at around $25+
- I was intrigued by the company initially to get in. I am still interested in the company, but a little cautious to get back in at these levels...
- What are your thoughts on Dana Inc ?
- What are your thoughts on Dana Inc Vs. Magna ?
- I know different companies, but would you consider Buying Both, Or One over the other?

Thanks in advance!

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Would you buy a full position of MG-T today? or buy a half LNR and half MG-T.Thanks keep up good work

Q: whats dropping this today?

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: While I have no issue buying and selling stocks in my registered accounts, I find I am tremendously reluctant to sell stocks in my non-registered accounts when there's a capital gain. By way of example, I've held onto MSI for a couple of years and am up 45%. The stock seems to be stalling...and I'm tempted to replace it with MG. Two questions/asks:
1) Please discuss your strategy for selling profitable stocks in a non-registered account.
2) In my case, would you replace MSI with MG...and why? (In terms of industrials, I also own TFII, WSP and J.)
Thank you.

Q: Do you believe Magna is a buy at today's price?

Q: Based on your experience and the resources you have access to, do you care to give your educated and thoughtful guess on the following: IF Apple were to proceed with building smart cars, would you agree Apple is far more likely to contract with MGA than with any legacy automakers? In this context , let us define “far more likely” as a greater than sixty percent chance. If you place the chances significantly lower than that, would you not agree that MGA is now fully valued? Come now, perhaps even modestly over valued?

Q: Hey Team,

Thoughts on industries or specific companies to target after the federal budget announcement?
Thanks,
Harrison