Q: Any idea how serious this chip shortage could get for F and GM and maybe some other companies? If it's a short term thing I'm thinking the market will look past it. Also are there any stocks that would benefit from the shortage? Thank you.
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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: Hello 5i team. I wanted to get your opinion regarding these companies. With investment in Rivian by Ford, GM's EV product and new cars, they both seem like good value opportunities with upside. Can you compare the two from a valuation perspective, and give your opinion?
Also, I read that Intel has best in class driverless car tech. Their legacy business is a drag on their PE. What are your thoughts on Intel and would you be a buyer?
Also, I read that Intel has best in class driverless car tech. Their legacy business is a drag on their PE. What are your thoughts on Intel and would you be a buyer?
Q: Would you buy either or both of these companies at this point in time.
Please give your reasons for liking or not. thank you.
Please give your reasons for liking or not. thank you.
Q: The yield on Ford is approaching 8%. That seems a little ridiculous and very tempting. What are your thoughts for a long term hold that is primarily yield oriented?
Thank-you.
Thank-you.
Q: Hi,
There are slim pickings for the retail corporate bond investor at the moment. I found a five year Ford Motor Credit bond with a BBB rating paying an effective yield of 3.55%.
Do you think the risk/return on this bond is reasonable? I am hesitant to buy it because of the history of the auto industry during recessions and the current state of personal debt in Canada.
Thank you. Michael
There are slim pickings for the retail corporate bond investor at the moment. I found a five year Ford Motor Credit bond with a BBB rating paying an effective yield of 3.55%.
Do you think the risk/return on this bond is reasonable? I am hesitant to buy it because of the history of the auto industry during recessions and the current state of personal debt in Canada.
Thank you. Michael
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Ford Motor Company (F)
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Magna International Inc. (MG)
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BYD Co - Class H (BYDDF)
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NIO Inc. American depositary shares each representing one Class A (NIO)
Q: On reviewing your responses, I noticed your preference of BYD. Meanwhile, NIO has taken a dive, although this co seems to get also support. How to proceed on these two companies, buy/hold/sell? Would investment in MG or even Ford be preferable?
Thank you for your input!
Thank you for your input!
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Bank of America Corporation (BAC)
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Ford Motor Company (F)
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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NFI Group Inc. (NFI)
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Brookfield Property Partners L.P. (BPY.UN)
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Magna International Inc. (MG)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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Cymbria Corporation (CYB)
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Northern Shield Resources Inc. (NRN)
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Tidewater Inc. (TDW)
Q: Hi 5i Team,
I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
Q: Ford Credit Canada is rated BBB by DBRS, the same as Brookfield Properties yet its 5 year bonds have a YTM of 5.25% which is more than 1% higher than Brookfield. Are you aware of any particular extra risk associated with Ford?
Q: What is your prognosis on Ford in the near term
Q: I think Ford reports today. At what point do you think it is a value buy? I've held it for about 1.5 yrs now and have never seen it this low. With a yield now over 7%, it seems attractive to me for a 3-5 year hold.
Q: Any reason HD is selling off lately? I can't see any news... Also, would you consider Ford Dividend safe? Thank you.
Q: Is this a decent buy? Between MG and F, which one would you buy?
Thanks very much for your advice!
Thanks very much for your advice!
Q: Hi,
What do you think about Ford?
The tariff news today should help their sales in China which have been lagging.
Thank you very much
Eddie
What do you think about Ford?
The tariff news today should help their sales in China which have been lagging.
Thank you very much
Eddie
Q: Greetings 5i,
Why is Ford so out of favour? 5.5% div and near 52 week and 5 year lows. With the current Trade concerns is it perhaps oversold? I certainly like the product.
Cheers!
Why is Ford so out of favour? 5.5% div and near 52 week and 5 year lows. With the current Trade concerns is it perhaps oversold? I certainly like the product.
Cheers!
Q: Would you buy ford,
Thanks Phil
Thanks Phil
Q: I own shares of Ford which has continually disappointed me.
With the recent announcement of job cuts, which will save money in the long-run but does not bold well with their talks of expansion, what should I do with this investment.
Thanking you in advance.
With the recent announcement of job cuts, which will save money in the long-run but does not bold well with their talks of expansion, what should I do with this investment.
Thanking you in advance.
Q: Just wondering what you think of Ford at this point for income? It has an outsized yield approaching 6%. I have done very well with CLCT and while I am optimistic about its foray into China I am thinking I should trim some and Ford seems opportune. Is it?
TIA
TIA
Q: Dear Peter and Team,
My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?
1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021
The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?
1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021
The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
Q: Could you comment on the latest news of partnership(?) between BB and F. Ottawa Citizen claims up to 400 people were "transferred" from BB to F.
Is this an investment possibility wrt BB?
Is this an investment possibility wrt BB?
Q: Hi 5i,
What is the historical PE average of Ford (F) and it's peer group? Are there any other major valuation factors that should be considered when looking at car companies?
Thank you!
Shane
What is the historical PE average of Ford (F) and it's peer group? Are there any other major valuation factors that should be considered when looking at car companies?
Thank you!
Shane