skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Crew,

I was getting very overweight BAD-T (big happy smile), so I took the advice of conventional wisdom and trimmed my position.

I now have funds to redeploy. The market tends to be statically pretty positive from November till April.

I was wondering if you could suggest a few stocks that are rated highly in your analysis, that have cap gains momentum currently and should do well in the winter months (and of course, after that too).

Thanks for your great service !!!
Read Answer Asked by Jim on October 28, 2013
Q: Don Walker of Magna was a very enlightening interview on Headline yesterday (archived here: http://watch.bnn.ca/#clip1006513). I have a half position in Magna from $44 US and based on what he outlined for the company such as unlimited upside sales potential I'll look for an opportunity to up my position. What concerns me is his acknowledgment that his is a cyclical industry and I've been stung before holding this stock too long. Do you see the current upcycle continuing for at least 12 months and if you were adding to the position today would you buy on NYSE or TSX? There's slightly better liquidity in U.S. and dividend is U.S.$

Thanks, J.
Read Answer Asked by Jeff on September 19, 2013
Q: Peter & Co.,

I'm curious to hear your opinion on today's G&M article entitled "Time to book profits in Magna, other auto parts makers: analyst"

http://www.theglobeandmail.com/globe-investor/inside-the-market/hjkh/article14213639/#dashboard/follows/

Basically, Martin Roberge of Canaccord Genuity argues that the rise in oil prices and interest rates has reduced the affordability of autos, and at 12X forward earnings these companies will have a hard time maintaining momentum. He also referances the technical breakdown in US homebuilders as cause for concern in the sector.

I own both Magna and Martinrea as part of a relatively balanced portfolio... should one listen to Martin and "book profits and cut positions"?

Thanks!
Read Answer Asked by Ray on September 10, 2013
Q: Hello Peter and hard working 5i Team;
I would like to know your current thoughts on Winpack? I missed a good entry point when the stock was stalled a while ago. Would you consider the stock cheap at the current level?
Can you also comment on what criteria, or metrics, would indicate a cheap stock even though it is at a high level after a long runup? eg: Magna
Thanks in advance.

Read Answer Asked by Conrad L on September 05, 2013
Q: Peter and Team,

I am working on bringing my portforlio much more in-line with the 5i Model Portfolio.

I have no other exposure to the auto sector and am 31 so I don't have a real need for dividend income yet. Should I be taking a 5% position in Magna or a 5% position in Autocanada or would I be better off doing 2.5% in each. Total portfolio is approximately $100K.
Read Answer Asked by Marc on August 20, 2013
Q: Hello Peter and Team,
I’m looking at adding 3 to 4 positions in the tech and industrial sector to my portfolio this is for the long term. Been waiting for a while to buy CSU, SYZ, MG and MDA and these stocks have been doing very well what would be a reasonable entry point or should I be looking at other stocks.
Great advise on AYA, BAD, CGX, STN and THI.
Thank you, Ronald

Read Answer Asked by Ronald on August 19, 2013
Q: What does Magna's 'Automatic Share Purchase Plan' mean to the ordinary investor?

http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20130628&archive=cnw&slug=C4361#dashboard/follows/

It seems like they are trying to mitigate any downside risk by creating a support level for their share price (ie. buy it back if they value gets too cheap), is that the gist of it?

I have been debating Magna vs. Martinrea for a couple of months now. Magna seems safer but due for a small correction, Martinrea seems to have more upside potential, what would you buy today and what would you estimate for a holding period? My profile = not afraid of riskier plays if the appreciation potential justifies the additional risk, I can hold a stock for 12 months to 12 years, thanks team!

Read Answer Asked by Ray on July 03, 2013
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!