Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?
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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: I have noticed MAL stock price moving upward a bit. I am seeing a $16 price target. I've been waiting patiently for this stock to recover so I can sell it, since it cut it's dividend. What is your 6-12 month outlook on it? I bought it just under $10 - would you continue to wait until I can realize my price, even make a small profit or sell? Thanks so much.
Q: I'm thinking of replacing my MAL shares with MDA for about a 2 to 2.5% position . { MAL is currently 1% so it would be a position size increase but still on the small side } ..... I notice the market cap of MDA is three times the size of MAL as well ..... It looks to me like MAL is a recovery play and MDA is a growth play. Could 5i give me a brief outlook on the short term and long term prospects of both and your preference between the two companies ? And whether a term I often see 5i use is applicable here ? The term is " We do not see it as need to own " ...... Thankyou for your terrific service .....
- Sangoma Technologies Corporation (STC)
- Western Forest Products Inc. (WEF)
- Magellan Aerospace Corporation (MAL)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- WELL Health Technologies Corp. (WELL)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I need to clean out the dogs and take some losses for tax purposes. In which order would you sell? Are there any keepers here?
Q: Hi,
could I get your comments on Q1 please?
Thanks,
Dan
could I get your comments on Q1 please?
Thanks,
Dan
- GE Aerospace (GE)
- Lockheed Martin Corporation (LMT)
- Magellan Aerospace Corporation (MAL)
- Transdigm Group Incorporated (TDG)
- Heico Corporation (HEI)
Q: Hi 5i,
Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.
Thank you in advance.
Greg C.
Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.
Thank you in advance.
Greg C.
- TELUS Corporation (T)
- Air Canada Voting and Variable Voting Shares (AC)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- Magellan Aerospace Corporation (MAL)
Q: I'm interested in your thoughts on the quality of the management at these companies. All are negative in my portfolio at this point. Could you rank them by below average, good(average) and above average?
Thanks
Thanks
Q: Please give your opinion on MAL's earnings. Would you buy , hold or sell right now? Thanks.
Q: your view on MAL please, thank you
Q: Is this worth adding to, especially given the world events unfolding - will they be a net beneficiary which will result in growth?
Q: Can you give your analysis of MAL's latest earnings report and your opinion of their prospects going forward ? .... Thanks Garth
- Magna International Inc. (MG)
- Magellan Aerospace Corporation (MAL)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hello 5i Team,
I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.
You have B+ rating on MAL, do you still feel positive after the last Q?
Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?
I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.
You have B+ rating on MAL, do you still feel positive after the last Q?
Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?
Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!
Q: Could you tell me how you view MAL. Are the company's troubles temporary or more long term? Do you see the stock price and dividend eventually recovering with the overall market, or is this long term troubles specific to the company? Do you see the company recovering post Ukraine war? Is this a stock you would definitely be selling? Thanks.
Q: This stock has been a tough ride for me. Bought it for income and some growth as my only exposure to the defense sector. The dividend cut and share price decline leaves me thinking its time to sell and move into another defense stock with higher growth opportunity. Would you agree, and if so, any recommendations with similar dividend, or one that at least has a dividend (held in RSP).
Thank you.
Thank you.
Q: Could you please comment on MAL Q1 report and dividend cut.
Thanks
Thanks
Q: Hi, I've been holding on to MAL for a while taking the dividend while waiting for a recovery, but after reading your info on EIF I'm wondering if a switch would be in order. Thank you.
Q: Could you comment on MAL's quarter versus expectations, conference call, and what you think their prospects for the next two years are ? Thanks Garth
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Magellan Aerospace Corporation (MAL)
- Elbit Systems Ltd. (ESLT)
- RTX Corporation (RTX)
Q: What is the teams favorite in the defense armed forces area? Elbit systems( ESLT ) seems to have very positive momentum but PE is over 30;while other majors in this area are have a PE apx. 20. What is the teams opinion of ESLT compare to the other majors in this field. Also please include thoughts on LMT, GD,RTX, and the TSX traded MAL.
Much appreciated Douglas
Much appreciated Douglas
Q: I'm going to increase my position in either MAL or AND { both at around 1.2% position } to somewhere around 2.5% ..... Which of the two does 5I prefer at today's prices ? ..... Can you comment on AND's earnings report ...... And problems with increasing rents, hiring drivers, and fuel prices going forward ? ...... Simply Wall Street claims MAL's earnings are set to grow 106.9% per year for the next three years. That's a pretty hefty increase in earnings ....And that the dividend is not well covered by earnings ..... Can you confirm this ? ..... Thanks for your great service. Garth