Q: Your last rating for MDA was an A-. It's recently come off around 10% since May. How do you rate MDA in today's market and would you recommend buying it at these prices.
Thanks
Thanks
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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: I hold four tech stocks at present (ET, DH, GIB.A, ESL) and would like to add a fifth. Would you favour adding MDA or OTC to this mix, or suggest another stock? Thank you, Barrie
Q: Hi, Could you please comment on MacDonald Dettwiler released after markets, today. Thanks
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.
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.
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
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
Q: I have equal weightings in three tech companies at present (CSU, ESL, GIB.A), and would like to add a fourth. I am considering MDA, ET, OTC, and DSG. Which of these do you favour considering my current mix, or would you have a better choice? Thank you, Barrie
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.
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.
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
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
Q: I have been considering investing in MDA for growth, but I am concerned about its high historical P/E of about 30. How much growth would be necessary to justify this high multiple and do you think MDA will be able to achieve this?
Thanks,
Hans
Thanks,
Hans
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.
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.
Q: I am setting up a portfolio which has 10% in the technology sector. I have AVO, DH, WIN currently and am looking to add either MDA or ET. Each will have 2.5% weighting. Would you recommend MDA or ET, and why?
Q: Peter: Could you recommend a Canadian company that will benefit from doing a lot of business with the U.S. for the next two years ? Thanks.
Q: Hello. In an answer yesterday on MDA you said, "MDA is $6 in a couple of weeks; and, it is month end." I don't get the "$6 part" and the "month end" part. Thank you.
Q: Good morning 5i,
Can I get your thoughts on MDA's Q3 #'s? How does their future growth look?
Thanks,
J.
Can I get your thoughts on MDA's Q3 #'s? How does their future growth look?
Thanks,
J.
Q: symbol: MDA
Hi 5i Team,
Pls give your thought and update on MacDonald Dettwiler which is in the model portfilo. Would you still recommend a buy on this stock at the current level.
Thanks as always.
Pui
Hi 5i Team,
Pls give your thought and update on MacDonald Dettwiler which is in the model portfilo. Would you still recommend a buy on this stock at the current level.
Thanks as always.
Pui
Q: Hi Peter & Ryan,
Can I have your quick take away on MDA's quarterly #'s?
Thanks,
J.
Can I have your quick take away on MDA's quarterly #'s?
Thanks,
J.
Q: Hi, what's your assessment of MDA earnings released today? Share price has been declining almost everyday for past 2 weeks. Do you expect it to stabilize after earnings or move lower? Thanks
Q: MDA is now down about nearly 10% from its high and is nearly flat from last fall. This seems like a great buying op for a full position. If you agree I am going for it before tomorrows earning report. Please comment. Thanks.
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
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
Q: I have a position in MDA and thinking of adding to a full position but am concerned that there is a lid on its share price because of the restriction of foreign ownership in it. Is this a valid concern?