Investment Q&A

Q: More of a comment than a question, but I would appreciate your view. The knock on the old MDA was that revenues were "lumpy" and margins low. Looking at the most recent financials, that still seems to be the case for the satellite business, which generates EBITDA margin of only12% if I read things correctly. Conversely, the newly-acquired Digital Globe imaging business has an EBITDA margin over 60% and happily this is the part of the business that is forecast to grow. This can make up for the weakness of the legacy business, which I presume they will not get rid of because of a desire to offer integrated "space" services. But it stuns me that the satellite business runs on what must be a less than break-even basis. I have a now slighly underwater half position and plan to stick with it.

Q: I don't understand why PHO report good earnings but share price down but other companies report good earnings their share price up a lot, could you please explain why, thanks always.

Q: reports next week what are the estimates?

Q: Good day team, I'd appreciate your opinion on the latest results of pho.
Cheers

Q: Knight seems to be anxious to acquire the rights to ThetapeuticMD's new products as they have agreed to many success payments plus a $20M investment. Is this an exciting deal?

Q: Upside break out for PHO? Thanks

Q: What is the q3 consensus for revenue pls.?

Q: I hold 2000 shares of ECI with a significant unrealized capital gain in a taxable account. I read in an RBC report that the offering of exchangeable shares "intent would be to provide a taxfree rollover" . Could you provide some explanation of how this would work. Thanks.

Ross

Q: Please comment on earnings. Thanks

Q: Hi 5i

Thanks for some great picks SIS, TOY, WSP,KXS, MX to name a few.
Unfortunately I bought MAXR ($61) just before it was removed from BE port. It is about 1% of our total. Would you recommend buying more and move on to one of the BE names we don't own yet (CSU,CLS,PBH,BYD,SJ).

Thanks, Greg

Q: I'd like to echo Adam. I owned ECI prior to today and was thinking of adding to the position. After a BNN guest panned it on Monday I was instead thinking I should perhaps cut and sell. After your quick reassurance yesterday I added to the position. This is the value of this site; letting people who are not experts in business finance and don't have the time to monitor the finances of every company they invest in ask a simple question of those who are and do.

Q: What is your opinion on holding onto ECI shares and exchanging them for BIP.UN?

Q: Big shout out to 5i on this one...thank you very much...fan forever!

Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin

Q: Please comment on MAXR earnings, stock down 5% today. Still a good name?

Q: Can you tell me why there was a big drop in the share price of Kinaxis yesterday?

Q: Guy on Marketcall last night said Enercare was paying out more in dividends than it was earning, and that it's cash was going down and down as a result. What do you think?

Q: Goodmorning
I currently have a 2% position in dsg and am thinking of taking it to 5%
I do not have a position in engh but considering initiating a 2% position
Which strategy would you be more comfortable with ?
Thks Marcel
Thks for all you do

Q: watching these two companies share price roll over - i see a comment on PBH about quarter coming and market worried, but isn't this more about heavy debt loads whose share prices have done extremely well and the ramifications of higher rates? PBH has $480M of debt! BYD $250M

Q: "Valentine's Day"for many market darlings including the FAANG & its can.equivalent,the DOCKS(per Ryan).Amongst the wreckage,PHO stood out as a winner,up 5.46%.Premarket today PBH announced purchase of 62.6% of Yorkshire Valley Farms.But it dropped 3.45% today.Your take. Is this a good time to start a position?.Txs for u usual great services & views Peter Hodson on maket call,Aug 3