skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Greetings, Peter and Co.
I have been trying to evaluate the MacDonald Dettwiler-Digital Globe merger. The termination fee arrangements appear to be compelling for Digital Globe and punitive for MDA. The SEDAR filing appears to require a much larger break fee for MDA and there appear to be many events that could trigger the $150 million break fee.
Can you clarify if this agreement is as bad as I interpret it to be?
My family and I are MDA investors and were considering adding to our holdings.
With appreciation
Ed
Read Answer Asked by Ed on March 06, 2017
Q: Can you give me your thoughts on Parklands just released Q4 report. While they seem to rave about the increase in cash flow, in fact it went down by a penny on a per share basis and they gave a very small increase in the dividend this year. I am holding on hoping that the big acquisition that will close in Q2 2017 will give a big boost to cash flow. Your thoughts please on both the earnings and the acquisition...
Read Answer Asked by arnold on March 03, 2017
Q: Hi Peter and Team, In the Financial sector of our combined accounts, we hold only one stock that's down - CXI - held in my TFSA - which is down by 21%. We also hold BMO, BNS, GSY, SLF, and ZBK, which are all nicely in the black. I know you believe that CXI has long-term potential, but since it doesn't pay a dividend while 'waiting', I'm considering selling it. Which of our other holdings in this sector would you recommend adding the proceeds of a possible sale of CXI? As always, thanks in advance for your insight and advice.
Read Answer Asked by Jerry on March 03, 2017
Q: Hi,

I previously owned MDA and sold for a small loss, but am increasingly interested in getting back in. My question is about MDA's ability/experience/success integrating take overs. I understand they took over another US company a number of years ago. Could you tell me how big that was ($$ terms) and how successful, in your opinion, they've been in integrating the company?

Thanks,

Cam
Read Answer Asked by Cameron on March 03, 2017
Q: Hi folks,wondering what your thoughts were on Altus aif/t purchasing Australian Property Management Software Provider. Is this their 1st venture in Australia,etc and will this be accretive to earnings right away or down the road. Fair purchase price?? and thoughts on company going forward. I bought on the selloff of Q results, thanks, jb
Read Answer Asked by John on March 02, 2017