Q: Mda has been generally weak of late.Are tariffs a big consideration .Do you have an updated view on this name?
5i Research Answer:
MDA may seem some tariff impact, certainly. But it does have a parternship with Telesat, and this could still see it get Canadian and other-country business. The weakness is likely also related to the general market and the potential of increased competition. We think it is starting to look good. We liked it earlier even before the decline. But investors need to take a long term view here.