Q: Hi All, what would your analysis suggest as to the drop in MDA today, (at time of question, down 12%)? Space X news? Other? Any tempering to your outlook?
Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen
Q: It appears MAXQ will lease one of its launch pads to the Dept. Of National Defence generating 20M CAD per year for 10 years. Presumably the money is contingent on MAXQ finishing the construction of a launch pad for DND to use! So has MAXQ published a completion date for one of their 4 intended launch pads? Any other details about the lease you think relevant or a high barrier? One other thing…I know MDA has a seat on MAXQ’s board but are they a controlling shareholder?
Thank you,
Jim
Jim
Q: Hello, I would like to get your thoughts on a possible switch from KXS to MDA in my TFSA. My patience seems to be wearing thin with KXS, and I would incur a small loss if making this transaction.
Q: Morning 5i,
I have done well with MDA in a TFSA account and would like to sell half and place the proceeds in a name or two (or three) that will benefit from Canada's recent emphasis on defense and both economic and northern sovereignty, as I believe these themes are both real and durable. Do you agree with the thesis and, if so, could you please provide a list of the names you think best placed to benefit from Canada's recent dramatic change in national philosophy?
Thanks 5i,
Peter
Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.
Q: With the increasing focus on the “space race” and ongoing defense spending innovations I am looking for promising investment candidates to take advantage of those themes.
Could you please provide your assessment of Redwire as an investment option.
Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen
If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.
Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?
Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.