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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you think the weakness in MacDonald Dettwiler (MDA) recently could have anything to do with the US Homeland Security funding uncertainty?

I have here 2015 eps estimates at $6.36 giving MDA a p/e of just over 15, which looks pretty attractive to me considering eps growth is supposed to be well over 10% a year for the next few years, at least.
Read Answer Asked by john on March 02, 2015
Q: Hi,
Would you have any thoughts on this release:

MacDonald Dettwiler & Associates | MDA-TSX | price C$98.50 | Market Perform - Estimates revised. Maintain C$93.00 target price.
 The Com Sat market remains competitive (pricing pressure) and the stronger US$ makes it worse (MDA’s sats are more expensive vs. European competitors).
 A diversified revenue base and an improved cost structure should however help MDA weather the Com Sat pressures as it did in 2014.
 With MDA trading at 10.8x EBITDA, well above space infrastructure peers at 7.6x, we await a better entry point.
 Our target of $93.00 is based on 10x C2016E EBITDA, at a premium to peers given MDA’s stronger margin profile.

Thanks
Read Answer Asked by Christopher on February 26, 2015
Q: Hello,

I'm currently reviewing some 5i reports to inform new purchases.

In your recent report on MDA you mention Russia as one of three significant customers for MDA. In light of the current meltdown of the Russian economy, how may this effect MDA? Not to mention expected belt tightening of the Cdn federal budget.

Thx.

Cam.
Read Answer Asked by Cameron on January 26, 2015
Q: Hello team,

Happy Holiday to you and your families.

In the context of a diversified portfolio, with high risk tolerance, could you compare the following stocks in terms of growth prospects over the next two years?
1 - MacDonald Dettwiler & COM DEV
2 - WEF and HBM
3 - ESP, EXO and SVC

The objective is maximum growth potential.

Thanks for all you do.

BK
Read Answer Asked by Bekaye on December 22, 2014
Q: Hello.
We have a total of about 3.6M spread in different brokerages, with a lot of deadwood. Too many positions, some of which I would like to clear and make way for refocus, I 'd like to initiate a position in MDA. would 3-5% be a good range, with goal to bring my total holdings to around 30. Would you buy it all at once.
Read Answer Asked by francois on November 26, 2014
Q: Hi Peter & Ryan,

I am looking at increasing my current weighting of MDA. Can you tell me what is expected this current quarter in terms of top & bottom lines as well as the next full year forecast if available?

Also, in terms of further synergy's from the 2012 SSL purchase - how much more can we expect in the coming quarters? Have they achieved the majority already?

Thanks in advance,
J.
JS


Read Answer Asked by JAIME on July 08, 2014