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MDA Space Ltd. (MDA $23.08)
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Telesat Corporation Common and Variable Voting Shares (TSAT $37.10)
- $37.10 Cap: $1.34B
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Q: Down 30% on MDA, its been frustrating with the news of contract losses in the last few months, etc... Can you compare MDA vs TSAT. Would look to either fully sell MDA or trim MDA and buy some TSAT as a tax loss proxy. MDA still has good rev growth and backlog and you seem to like TSAT as you recently added more. What would you do? Thanks!
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HIVE Digital Technologies Ltd. (HIVE $4.56)
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Telesat Corporation Common and Variable Voting Shares (TSAT $37.10)
- $37.10 Cap: $1.34B
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Q: Your portfolio manager(s) on the Growth portfolio have been very active lately. I own a lot of the growth but a bunch of new names have come up and I don't have room for all of them
Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.
Can you please list in order of highest to lowest conviction.
Thanks
Sheldon
Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.
Can you please list in order of highest to lowest conviction.
Thanks
Sheldon
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ViaSat Inc. (VSAT $34.29)
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MDA Space Ltd. (MDA $23.08)
- $23.08 P/E (TTM): 27.2X Cap: $2.91B
- View MDA Profile
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AST SpaceMobile Inc. (ASTS $61.44)
- $61.44 Cap: $22.54B
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Telesat Corporation Common and Variable Voting Shares (TSAT $37.10)
- $37.10 Cap: $1.34B
- View TSAT Profile
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Rocket Lab Corporation (RKLB $44.72)
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