Q: I was curious to know your perspective on Linamar and its current trading price during this risk-off market. The CEO has been buying 4 million dollars worth of shares at a higher price level and the last earning call seemed good. Albeit in a very cyclical sector, Analyst's conscientious is upwards of 100$/share. I want to increase my allocation to the industrial sector before the infrastructure bills go through. Would LNR be a good Candidate at this price point or are there better opportunities today that catch 5i's eyes? Thank you as always.
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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.
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Ford Motor Company (F)
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General Motors Company (GM)
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Linamar Corporation (LNR)
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Magna International Inc. (MG)
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Tesla Inc. (TSLA)
Q: Suggestions on how to invest to benefit from Biden’s proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).
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Canadian National Railway Company (CNR)
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BCE Inc. (BCE)
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Canadian Pacific Kansas City Limited (CP)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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Linamar Corporation (LNR)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
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Heroux-Devtek Inc. (HRX)
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Stelco Holdings Inc. (STLC)
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Nutrien Ltd. (NTR)
Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.
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Welltower Inc. (WELL)
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Mastercard Incorporated (MA)
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Canadian National Railway Company (CNR)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Linamar Corporation (LNR)
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Algonquin Power & Utilities Corp. (AQN)
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Kinaxis Inc. (KXS)
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Magna International Inc. (MG)
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Block Inc. Class A (SQ)
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TD Science & Technology Fund - D Series (TDB3098)
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TD Health Sciences Fund - D Series (TDB3099)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.
Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.
Thanks.
Joe
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.
Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.
Thanks.
Joe
Q: Any reason you are aware of for the nice gains in the auto stocks today (Thursday)?
Q: To increase my consumer cyclical sector weighting I want to add either MG or LNR or maybe both. What company would i5Reseach recommend and why. Thanks … Cal
Q: Hello,
Please comment on LNR quarterly results and specifically on their quidance.
Thank you
Please comment on LNR quarterly results and specifically on their quidance.
Thank you
Q: Good day 5i.
Please provide your thoughts on todays announcement between Ballard and Linamar. Do you think either is a buy on current valuation and future prospects?
Many thanks for your help.
Many thanks.
Please provide your thoughts on todays announcement between Ballard and Linamar. Do you think either is a buy on current valuation and future prospects?
Many thanks for your help.
Many thanks.
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
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Linamar Corporation (LNR)
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AutoCanada Inc. (ACQ)
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Martinrea International Inc. (MRE)
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Magna International Inc. (MG)
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
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: LNR is way off from the recent highs. I know, it more then doubled in 1 year; I bought pre pandemic, up 50%
Would you switch to MG now or wait for a bounce back to 90ies? I know you prefer MG from your past answers.
Would you switch to MG now or wait for a bounce back to 90ies? I know you prefer MG from your past answers.
Q: Hello,
A long time ago, Peter was on Market call and he mentioned a few criteria, which in his books, would make a stock a recommendation.
And then as one of the top picks, which met all those criteria, was STN.
Out of all those criteria, I remember:
1) a company had no dividend and just introduced one;
2) significant insider holding/buying.
3) no debt.
Could you please let me know if the criteria I listed above is correct + if there were other criteria as well?
Also, could you please recommend a few companies in both Canada and in US, which met all those criteria (relatively) recently?
It would be really appreciated companies from different industries/sectors please.
Thank you
A long time ago, Peter was on Market call and he mentioned a few criteria, which in his books, would make a stock a recommendation.
And then as one of the top picks, which met all those criteria, was STN.
Out of all those criteria, I remember:
1) a company had no dividend and just introduced one;
2) significant insider holding/buying.
3) no debt.
Could you please let me know if the criteria I listed above is correct + if there were other criteria as well?
Also, could you please recommend a few companies in both Canada and in US, which met all those criteria (relatively) recently?
It would be really appreciated companies from different industries/sectors please.
Thank you
Q: How does the valuation for LNR stack up against MG. With MG being bigger more liquid, and a global leader, is LNR worth looking at? I must be reading the valuation stats wrong as they seem to look very good and low seems ok.
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Ford Motor Company (F)
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General Motors Company (GM)
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Linamar Corporation (LNR)
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Volkswagen AG (Germany Fed. Rep.) ADR (Sponsored) (VLKAY)
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Magna International Inc. (MGA)
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Toyota Motor Corporation (TM)
Q: Am looking to purchase TM or a suitable auto/auto parts company for 5 year hold, in RSP. Suggestions, rankings, please. Thanks!
Q: Pls comment on LNR's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.
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
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: Some time back I was looking at buying either Linamar or Magna. Sadly, I went with Linamar. It has gone up, but no where like Magna. At this point, the outlook for Magna still seems very positive; where does Linamar go from here? I feel like I missed the boat on Magna, or would a switch still be a good idea? Thanks for your excellent service.
Q: Both have moved up well recently. Do you have a preference for one over the other. Please comment specifically on LNR, on it's auto related and other divisions.
Q: Hello, i have made some great gains since March on my Linamar shares. Thinking of selling and buying Magna? Thoughts?
Q: Hello team, do you think Linamar still has legs? I've recovered the loss and am in the green. Also have MG as a forever stock. Ofload lnr now or are forward looking metrics looking good for continued hold?