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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: In tracking these four auto parts companies, all seem to have been doing very well in this volatile market. Even ACQ enjoyed a ~5% bump today! Wondering if the reason is somehow related to Trump's tariff controversy. Thanks.
Read Answer Asked by RANDALL on April 06, 2018
Q: Peter Lynch amassed a fortune investing in undervalued growth stocks. I currently own LNR & GSY. Can I get some other names that you would consider good GARP stocks?
Thanks in advance.
Read Answer Asked by David on March 13, 2018
Q: LNR is obtaining $100 mln in grants from federal and provincial govs. What caught my attention was this : "It also said the grants will support a Linamar innovation centre focused on technologies such as artificial intelligence, machine learning and collaborative robotics". Do you have any insights beyond this press release on what LNR is planing to do or what it has done so far in this area? How do they compare to Magna in this area?
Read Answer Asked by JR on January 15, 2018
Q: Hello Team,
What do you think of the acquisition announced yesterday.
After the recent drop on price, the stock is more attractive on a value basis but I am not sure to clearly understand how well the acquisition will be integrated with the current business they are doing so I would like to know If you think it is a good entry price now.

Happy Holidays!

Michel
Read Answer Asked by Michel on December 18, 2017
Q: WFT, SJ, OSB and LNR all seem to be getting hammered today - and I have searched and I don't see any bad news about any of these. Is this due to concerns over NAFTA - or is it something else?
Read Answer Asked by Gordon on December 04, 2017
Q: Hello Peter,
Is it correct to say that the time to buy cyclical stocks are around the peak of the cycle? Where do you see the auto sector in the cycle and would you recommend adding to stocks such as LNR/MG/XTC?
Also, if you heard the CEO on the conference call or BNN; is the intent to diversify into Agricultural equipment sector a show of bravado w.r.t nafta or is it a sign of full steam ahead ?
Regards
Read Answer Asked by Rajiv on November 09, 2017
Q: Please rank the above stocks based on how well you think they will do in 2018. 2017 was good for them.
Thanks.
Paul
Read Answer Asked by Paul on November 02, 2017
Q: Hello Peter and 5i team,
I have done very well with Linamar and was thinking that it might be wise to switch to Magna at this time. It seems that Magna has a bigger global footprint and a better chance of participating in the electric car movement, especially over seas. Linamar appears more focused on non electric vehicles .
I would greatly appreciate your opinion, thanks
Read Answer Asked by john on September 22, 2017
Q: Please comment on the XTC results. Would you still hold it? I also have MG and LNR. equal weight, all represent 9% of my portfolio. Making money on all. Should I make any changes here? Looking for growth.
Thank You for excellent service.
Read Answer Asked by JR on August 04, 2017
Q: All of these companies had large drops in value today(Friday)on large volumes. CSU down 1.5% and ECI down 2.5% on very large volume at the day's end. Can you explain this end of day activity? Is it a buying opportunity?
Perhaps a separate question, both LNR and MG took big hits today (Friday), both on large volumes - any ideas as to what caused this? Buying opportunity?
Read Answer Asked by David on June 19, 2017