Investment Q&A

Q: Good morning, I don't believe I have seen a question yet on MDA's recent earnings. Clearly, the market was receptive to the announcement; I am hoping you might be able to add more colour and commentary?
Thanks in advance,

Q: Peter; BMO research has a interesting comment on the MDA lawsuit. Rod

Q: Do you have a comment or any insight into the repercussions of the court finding against MDA's subsidiary today in California (patent infringement). Is this likely to be a continuing drag on the stock until finally resolved?

Q: I noticed today that MDA lost a case against Via Stat for breach of contract and patent infringement. The stock is getting hit hard today. Will this effect the stock long term?

Q: Hi Peter and team

I thought this may be of interest to you could you comment on the following article and any repercussions it may have on MDA MacDonald Dettwiller if any.

http://trajectorymagazine.com/business-and-technology/item/1677-the-maturation-of-smallsats.html

Thank you

Q: The satellite tech space (please excuse the unintended pun)does seem like an interesting area these days. Of the three you have mentioned recently - MDA, CDV and CMI - which would you favour most? I am looking for long-term growth and I do like dividend paying stocks.

Appreciate the advice,

Paul F.

Q: Please comment on MDA's Q.
thanks,
Sandy

Q: I purchased MDA in August ($80x200sh) and it's done some sideways action since then, with the exception of the last few days where it's flirting with the $75 mark. On Friday, I purchased $30,000 of it in my margin account. I know you've rated it as a A- stock, but I'm wondering whether the interest charge and sudden decline is worth the risk.
Could it signify a "leak" like HNL?
I'm wondering if I should just sell before there's any further decline.
Your comments please...

Q: I would appreciate any information you can provide on the recent downturn in the price of MDA stock. Thank you.

Q: Hi Peter,

Just a quick couple of questions regarding MDA.
Are you still quite positive for the next 12-18 months? As well, I believe that the CND $ exchange will be a positive to the bottom line. Am I right in this assumption?

Thanks in advance.

Q: I am underweight in industrials with about 3% in Stantec and 3% in Badger. Can you please recommend 2 or 3 additions. Thanks.

Q: Hi Peter,
I'm looking to redeploy some of my PLB funds into MDA. (Thanks BTW) According to your answers on various questions, you seem very positive on this company for a long term hold. At first glance, I agree, however my question is about the SSL part of the business. It seems to my amateur eyes that besides adding a ton of revenue, not much has been able to fall to the bottom line as of yet.

Is this a case of costs being accounted for before synergies are realized? I just want to double check in terms of true value being present for at least a three year hold.

Thank you Peter for providing this awesome service!

Q: Hi, What's going on with MDA? What is your expectation of the share price in what period of time?

Q: Hi Peter, Any comments on Macdonald Dettwiler's quartery report ? Thanks! Dave

Q: I figure you still like MDA at todays prices but wanted to check if this is still the case.

Q: What is the street consensus for MDA's Q3?

Thanks,
Sandy

Q: HI Peter and 5i team
Could you suggest some companies to disperse about 60K of RSP money? It will remain untouched for at least a year. The rest of the portfolio (unregistered and RSP)is reasonably split among Telecom, Utilities, Real Estate and Financial.
Thanks

Q: 5i,

I currently own KBro and Magna, but remain underweight in Health Care and Industrial sectors. Based on your reports and comments, I think I will be adding all of: Paladin Labs, Stantec and MDA shortly. My questions:

1. Are they still good buys given recent positive run, or do you have another name with more upside?
2. Can you recommend a US name in Health Care and Industrial sector for me to consider (younger investor after growth)?
3. I can only buy 1 company now, the others in 30 days, which would you get asap?

As always, thank you. I was raving about the value received here at 5i around the Thanksgiving table!

Q: Hi Peter,
I bought CTY three years ago at $17.90. I certainly collected a nice dividend along the way but capital gains have been quite very modest. It trades at low valuation (P/E=10, ROE=20%) and is active in its share buyback (bought 1.5% of outstanding shares last quarter). Their Primacy acquisition seem to have worked out, and would hope that they make more tuck-in acquisitions instead of increasing their dividend further.

I know you are very high on MDA. To me, MDA looks like a larger version of CTY, with access to the US markets with their recent acquisition, which CTY does not. MDA has more growth but trades at higher multiple, at least on last 12-month basis.

With the recent spike in CTY shares from $18->20 and the pull-back in MDA from $85->80, would you consider a swap from CTY to MDA as a good move going forward, or would you be patient with CTY?

Thanks!
Jon

Q: The price of MDA has fallen 8% recently. I would appreciate any insight you have regarding this pull back. Also, what do you think of this as an entry point for a long term investor?

Thank you for this great service.