Investment Q&A

Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.

Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?

Q: please comment on year end numbers. Thanks.

Q: I believe Trump is bluffing about tariffs on Canada, especially tariffs on auto industry.
Even if enacted, they will be removed shortly.
What companies ie stocks would you see as especially poised to move up?
Please list them from most upside potential to least, please add others if applicable

Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Q: Good morning - can you give us a sense as to what Cdn companies (say 10) that would be most adversely affected by a tariff war with the US? Many thanks as always.

Q: Your thoughts on earnings and guidance please. Is this falling into a value trap that at least on analyst has suggested?

Q: A member's question regarding CAD companies that would be most negatively affected by the effect of a Trump victory on Canadian co's with large exposure to the US highlighted the list I included above. I can possibly understand why LNR and MG would be negatively affected, but why should Canadian oil producers (and a pipeline co which doesn't compete with a US pipeline Co's route) also be affected by a commodity covered by NAFTA 2 which was approved under the previous Trump administration?

Q: If Trump wins election and he follows through with his promised 20% tariff on imported goods, which Canadian industries would be most adversely affected?

Q: I have held Linamar shares for a number of years but am becoming somewhat frustrated by their performance. Shares trade at about the same price that they traded at in Oct 2020. Apparently investors just do not seem interested in the company. The recent quarter results seemed reasonable but the shares immediately went down $3. So, in today's market what would be your rationale for continuing to hold the shares, or is it time to sell and move elsewhere?

Q: The auto industry backdrop and Linamar. I can understand that the EV scene is mixed, perhaps at best; there are re-charging issues as well as some fire risk associated with Lithium, and that Chinese subsidized imports are a potential problem, but my reading was that our industries here, MG, LNR, and MRE, were largely agnostic to the potential EV problems. In addition my most recent related reading was that Linamar has diversified at least in part into agricultural machinery, which would be an addition to their initial skyjack venture, and that while the US Fed had postponed rate reductions the US economy continues to bubble along, albeit at a slightly lower rate than hoped, but is OK. So what have I missed? Is Lithium a bust? How serious are the range/ recharging/ fire issues? A PE of 5 or 6 is for the birds.

Q: Your thoughts on Q2 earnings, please. Sales appear to be a bit light.

Q: Sir:
In reviewing the trust holdings for Grandchildren, I noticed that these previous darlings of 5i are all on life support. So , going forward, what are your recommendations? Thanks- Jim

Q: Hello. I’ve been holding Magna for a couple of years and the stock is down 44%. It represents 1.2% of my portfolio. Would you recommend selling and if so what is another stock in the same sector that might offer a better potential?

Q: Not happy with general mills right now and Magna. What do you think should I keep them or move on. If I decide to move on is there any decent dividend paying companies in there respective categories.

Thanks

Q: Linamar's sales and earnings have increased and beat estimates yet the stock price continues to slide, closing Friday at $65.88. Is there something going on with the company or is it a sector issue?

Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?

Q: Could you provide your opinion of Magna vs Linamar?
Historically MG seemed in the lead and had a better dividend. Since the Russian invasion of Ukraine - their investments in Russia were blamed for non-performance.
Also, since then LNR seems to be doing substantially better signifying the sector is doing ok.

Has MG lost its MOJO, had its day and becoming a value trap? (all cash flow going towards dividends, taking on debt and eroding stock price).
Thank you

Q: Hi there could you please comment on yesterdays earnings report and whether it’s at a decent point (given todays rise) to initiate a position for 3-5 years?

Thanks!

Q: Which companies could benefit from the new Honda announcement?
Thanks Steve