Q: Can you provide me with a list of 3 or 4 names that you recommend in Industrials at this time; the company does not have to be debt free. I do have a position in SJ.
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Investment Q&A
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- Sylogist Ltd. (SYZ)
- DH Corporation (DH)
- WSP Global Inc. (WSP)
- Maxar Technologies Inc. (MAXR)
- Avigilon Corporation (AVO)
- Open Text Corporation (OTEX)
Q: I need to increase my weighting in the "Technology" space and currently own equal weightings of AVO, MDA, OTC, SYZ and WSP. With $50K to spend, would you buy a new company (I am thinking DH Corp or whatever div paying company you recommend) OR would you just increase your stake in one or more of these currently owned companies. I know you have WSP and DH as "Industrials" but can it not be argued that they are "Tech"?
Q: So an "A" rated company, MDA, gets kicked out of the Balanced Porfolio for TOY. TOY seems to have public for about a year and looks to be much smaller than MDA. So why do you prefer TOY over NFI? Are you sure TOY should be in the Balanced portfolio - it looks to me to be more a candidate for the Growth portfolio?
Jim
Jim
Q: I don't follow the balanced portfolio but rather use your coverage to buy B+ and up companies ensuring that I am diversified as well. But does your latest move with this stock out of the balanced portfolio mean I should sell MDA out of my portfolio even though it is A- rated? Are you changing the rating?
Q: How would you ranks these engineering companies based on current levels and why?
Q: Hi 5i, your thoughts on last nights results for MDA. Is it still a hold?
Q: What is your outlook on this stock for the next 3 years? Thanks
- CAE Inc. (CAE)
- Maxar Technologies Inc. (MAXR)
- Firan Technology Group Corporation (FTG)
- Heroux-Devtek Inc. (HRX)
Q: Which of the Aerospace/Defense companies do you think is the cheapest with the highest growth potential for next few years from the list.
Q: I am low in Industrials and was checking your suggested names in each sector. You have MDA listed as an industrial, but TMX money classifies it as info tech. If it can be classified as industrial, my holdings are closer to your recommended % than I thought. Can you clarify? thanks
Q: Peter & Ryan,
What's your current take on MDA? I have a rather large 7% position, and I am getting concerned that the stock is essentially where it was three years ago and I am not being paid highly enough to wait for returns to appear.
Do I owe it to the incoming CEO for a qtr or two to see if he can ignite the stock? I am a buy it and forget it type of investor, as long as fundamentals don't shift to the negative.
Many thanks.
What's your current take on MDA? I have a rather large 7% position, and I am getting concerned that the stock is essentially where it was three years ago and I am not being paid highly enough to wait for returns to appear.
Do I owe it to the incoming CEO for a qtr or two to see if he can ignite the stock? I am a buy it and forget it type of investor, as long as fundamentals don't shift to the negative.
Many thanks.
Q: I purchased mda almost 2 years ago in the low $90s with the expectation of higher growth. I am losing patience. Would you recommend switching to another stock? If so, which one and why?
Yours is a great servic
Thanks
Yours is a great servic
Thanks
Q: Held MDA for a long time and frankly becoming a little impatient with it. Any comments on why I should consider to hold it would be appreciated. What's your view of Altus Group? Thx
Q: What happen to MDA lately?
Q: Good morning, what are your thoughts on Gildans and Mda current results. Fid they beat estimates.
Q: Hi, could you please comment on MDA earnings, backlog and outlook. Thanks
Q: Hi, MDA stock is showing some signs of life again, for past few days, after announcement of the US based CEO. Recent results also reflected some stability and a possible growth ahead. I moved out of the co. few months ago, due to inconsistent business results, slowing trend in satellite sales and stagnating stock performance. You have rated this stock highly in past. What is your view for restarting a position, of course, for a long term hold ? Thanks
Q: What are your thoughts regarding the new CEO?
Would you consider this positive news?
thanks,
Paul
Would you consider this positive news?
thanks,
Paul
- Constellation Software Inc. (CSU)
- DH Corporation (DH)
- Maxar Technologies Inc. (MAXR)
- Enghouse Systems Limited (ENGH)
Q: My tech holdings are 17% of my portfolio, which is a lot higher than your latest recommendation. They include: CSU, DH, ESL, ET, MDA. Should I lighten up or is this ok for a senior who doesn't need current funds? I'd be willing to part with any of them except CSU. Thank you.
Q: What would be the rationale for holding MDA in the portfolio? I have held it now for over 2 years and probably could have done better with a GIC.
Q: Can you comment on its recent earnings. Thx