Investment Q&A

Q: Mda is now trading over 30$…Can you comment on a potential 12 month target /outlook for this name

Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!

Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter

Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!

Q: Hello
our defense Minister tells the Arms company that Canada is spending more on our military, the NATO set a goal of 5% of GDP
what Canadian companies could benefit from this move? thanks
Michael

Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help

Q: With the recent drop in stock price, due to a misunderstanding of where their funding comes from, is the stock worth buying? and at what price? TIA

Q: With the announcement today of a 24% cut in NASA's budget, including scrapping Gateway, the lunar space station, does this affect MDA enough that it is no longer a desirable stock to hold? The Canadian Space Agency had awarded MDA a $1 billion contract to build Canadarm3 for Gateway, so they have lost a major contract there.

Q: MDA is showing a substantial decline after an announcement; please, how does one find out what was announced? MDA's website has no information.

Q: Big drop today and I don't see any news. Have you seen what's causing the negative reaction?

Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Q: Hi,

Is MDA Space’s purchase of SatixFy Communications sounding like a good deal? Stock is off 5% this morning, maybe on the news….

Thank you, Michael

Q: Hi,

If MDA is owned already, would there be too much overlap to own TSAT as well?

Thank you.
Michael

Q: Hi 5i,
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter

Q: MDA is up about 15% today so they must have reported good numbers today. I have a 2% weighting now breaking even. I’m thinking of buying more to increase my weighting up to 3%. Am I crazy?
Jim

Q: Hi,
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael

Q: Mda has been generally weak of late.Are tariffs a big consideration .Do you have an updated view on this name?

Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best

Q: Hi 5i!

How would you rank these in terms of health & growth potential over the next 5 years.

Thanks in advance,
Greg.