Q: Hello! Magellan Aerospace has popped up on one of my value screens. As far as key value ratios go (P/E, P/B, P/S, D/E etc.) it looks promising. Profitability and Management Effectiveness ratios vis-a-vis its competitive set look decent, as does the positive analyst coverage. Insider buying in past year is negligible, however. I'd appreciate hearing your take.
Q: Hi,
comments about their Q1 results please. There was a big drop in EPS but last year included a large one time gain on the sale of property which makes it difficult to compare.
thanks,
Dan
Q: Please comment on MAL-s recent Q. What are your thoughts about the future earnings. It seems the equity increased significantly during 2017 and has very little debt.
Thank you
Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.
Q: I have decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...
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.