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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 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
Q: Good morning 5i team,

I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.

I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.

Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?

As always, thank you for your excellent insight and advice.
Tristan.
Read Answer Asked by Tristan on April 13, 2017
Q: Hi 5i team, just read your recent report on XTC. How can you explain the higher multiples for XTC versus the three others: growth is currently favored by the market over size, value and more diversification? What would you expect the stabilized P/E to be over the long run for them? Higher and lower for which of these? Thank you, Eric
Read Answer Asked by Eric on March 10, 2017
Q: Hi 5i,
This is my first time asking a question, and just wanted to say what a great service you provide!

My question is regarding Linamar, I've been holding this company for a few years now and have been riding the rollercoaster waiting for the stock to turn. The company is obviously at a great deal of political risk, but despite that continues to produce good numbers. I'm hoping you could comment on the companies prospects for the next 2 -3 years(assuming minimal trade disruption from the US), and could you please comment on the LNR's recent quarterly results?

Thank you, Tristan.
Read Answer Asked by Tristan on March 09, 2017
Q: Good Morning I was listening to the Linamar conference call and the results are very impressive, in fact, the dividend was increased by 20%. The share price dropped over 2% this morning which is surprising. May I have your impressions?
Would MG (PE 7.4) or XCO (PE 10) be more advantageous vs LNR (PE 7.5)?
Thank you
Marty
Read Answer Asked by Martin on March 09, 2017
Q: Hello Peter and Ryan,
Without knowing my portfolio details, I know it is hard to give advice. However, I do have a diversified portfolio and am looking to add a long term growth stock and a dividend paying stock without using my cash. I have to sell a stock and replace with another. I constantly hear good things about Spin Master. I was thinking of selling Alterra Power corp and Brookfield Business Partners and use proceeds to buy Spin Master. Does this switch make sense? Kinder morgan (aside from protests) has had good news with government approval and potential sale of their assets. However, the stock is not moving which is surprising. Is it worth holding or replace with ENB and TRP to get some growth and dividends. Lastly, Magna and Linamar have had good gains. Time to sell or let them run? Please let me know. Thanks again
Read Answer Asked by umedali on December 09, 2016
Q: Is Linamar a better buy than Magna today? Both companies did well for the quarter with LNR showing a better revenue growth over the last 4-6 quarters. The valuation is cheaper and while Magna is much larger, LNR is large on an absolute basis as well. Does npot the upside from here look better for Linamar?
Read Answer Asked by Rajiv on November 04, 2016
Q: I have a question about 932
Hello 5i:
in response to a question on MG/LNR, in, I believe August, you said "MG has a solid balance sheet and a very cheap valuation. Recent earnings were solid and we would consider the sector fairly attractive right now overall." From everything I can read, it appears that LNR has a substantially lower valuation than MG. Am I missing something?
Can you elaborate on LNR, and discuss why you think MG has a lower valuation.
thanks
Paul L
Read Answer Asked by Paul on October 17, 2016
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