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5i Recent Questions
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!
Read Answer Asked by Keith on December 03, 2025
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
Read Answer Asked by Sheldon on November 25, 2025
Q: Current thoughts on this company? Thank you
Read Answer Asked by Terry on October 31, 2025
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