Q: I am a little concerned about MDA due to Trump, even though it has US operations. Would you rather GE or MDA?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
5i Research Answer:
While both in aerospace, the two companies are a bit different and MDA is more of a pure-play on space than GE. While you can never be certain about which company or sector ends up in someones sights, we don't see much reason for MDA to get caught up in some sort of headline risk. We would prefer MDA over GE. It is cheaper and has higher growth. GE would be the more 'stable and diversified' option though.