Q: Hi,
Would you have any thoughts on this release:
MacDonald Dettwiler & Associates | MDA-TSX | price C$98.50 | Market Perform - Estimates revised. Maintain C$93.00 target price.
 The Com Sat market remains competitive (pricing pressure) and the stronger US$ makes it worse (MDA’s sats are more expensive vs. European competitors).
 A diversified revenue base and an improved cost structure should however help MDA weather the Com Sat pressures as it did in 2014.
 With MDA trading at 10.8x EBITDA, well above space infrastructure peers at 7.6x, we await a better entry point.
 Our target of $93.00 is based on 10x C2016E EBITDA, at a premium to peers given MDA’s stronger margin profile.
Q: Hi Peter and Team, regarding AHF, would you consider the stock a soft hold, a strong hold or simply a sell into this current strength? Almost at break even at .90 cents. Thanks!
Sylogist declared quite good results and they did an equity offering for 11 cad. They did a few acquistions too if I am not mistaken. Conventional wisdom states that a company grows by acquistions case in point csu,valient, Amaya so why is sylogist not following. They also increased their dividend what else do they have to do to increase their share value your
comments will be appreciated.
Q: What's your analysis of CSU's earnings? It appears to be a beat on most metrics. Any comments on integration of TSS acquisition and impact of strong USD on earnings. Thanks
Q: Hi Peter and Co.
I looked at VNP numbers from last night's earnings release and I'm trying to find a positive somewhere in them but I'm struggling mightily. They look pretty awful. I suppose the only positive is that the stock isn't down more today.
Your thoughts?
Thanks,
Michael
Q: Today Magna will split stock price 2 for 1 and raise dividend. Also project lower profit for 2015. Would this be a good entry at today's price for 3 to 5 years? thanks
Q: Good morning. I would appreciate your thoughts on bought deal announced today with National Bank selling 9 million shares at $12.60. The shares were selling at $14.00 2 days ago. It almost seems that there is an effort to keep the share price down and the stock is becoming frustrating to hold. With rising AUM and National Bank backstop should there not be shareholder value?
Q: Can you please comment on Sylogist results released this evening.Do you see an improving trend ? Any thoughts on : "During the past year we deferred opportunities in our Canadian public sector unit and payment solutions operations to invest in our foundational technology, moving Sylogist products well ahead of market competitors. We are encouraged by the early financial success of these investments as noted in our MD&A"
Q: I sold Sylogist a few months ago from fears of insider selling. I am just starting to accept I made a mistake and should buy back in. But already today I see volume on Sylogist is about three times normal. Should I assume this is more insider selling? Do you have any knowledge of anything significant happening?
Q: Looking to add one industrial stock to CNR and WSP which I already have 5% positions in each. I can't decide between KBL and BIN. I am looking for growth and notice KBL has better performance over 1,3 and 5 years. Which would you choose or would you suggest something else? Thank you
Q: Based on information from 5i I have been considering purchasing a small position in TMA for dividend income as well as capital gains. Perhaps it would be better to wait until they report in early March? Are your thoughts on TMA still positive going forward? Thank you.