I'm thinking of selling both MDA and EFN (down 30% on each), and consolidating them into MAL. Do you think this would be a good switch? I understand that EFN is unrelated to the two others, but it's a small holding and I would like to consolidate it into a more attractive name.
Q: Dear 5i
I was considering buying this stock but was not impressed with their earnings release today or their opinion on future earnings growth .(MAL)
What`s your opinion ?
Thanks
Bill C.
Q: Dear 5i
My son is just getting into investing via Questrade (he`s 34) . I`ve given him some ideas that i thought you would have given him particularly pertaining to company`s with solid forecasted earnings growth over the next 1-2 years .
I suggested KXS , SIS , SHOP , PBH , PHO and GSY .
He is interested in EA and MAL. He has $8000 to work with with time .
What would you recommend ?
Thanks
Bill C.
I`m hoping in time he to will be a 5i member as well .
Q: Hi Peter, follow up to your last answer on MAL, I know you like to see how companies and management fared during '08 (i.e. EPS). Did MAL do well during those times and what happened? Thx.
Q: could you please compare Mal to Eif with the usual metrics and which would you prefer for a 2 to 3 year hold? Also, will Mal benefit from Trumps increase in military spending? Thanx
Q: MDA has dropped a lot in the last few days due to a takeover that has not been well received by the market. Is it time to sell MDA and move on, or is the drop overblown and time to add to an existing position?
Although much much smaller than MDA, what is your opinion of MAL as an investment in the aero and defence sector.
Q: Referencing your Aug 15 th comments on Magellon and its recent strength what are your current comments and opinions including their news items?. I was a purchaser in late July at $17.50.
Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?
Q: I have some cash in my account and am thinking of adding to MAL and to XHY. Recent news and performance of MAL has been good, but I am concerned about the effect of US rate increases on XHY. My account is well diversified. I would appreciate your comments on both.
Q: What are your thoughts about MAL, given the last quarter results. Do you think about growth potential? ... and what are the major future risks? They seem to do well and has high insider ownership. I like the stock but I am looking for what could be the downside. Would you hold it long term?
Thank you,
Q: With Bombardier getting orders for their aircraft are there companies in the aerospace industry in Canada that will benefit ? I am thinking of Magellan mal. Any others ?