Q: Hi 5i,
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Q: hello 5i:
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L
I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN
Q: Hi 5i
I'm currently overweight Tech (according to PA) but not overly concerned about it. In order to free up some cash which of QCOM and CSCO would you reduce first/eliminate completely ? The purpose being to have ready funds for bulking up smaller positions in other sectors before year end (maybe).
Do nothing is always an option as well as each have their merits.
Thanks
Q: May I please get your thoughts on MSFT and in particular their new AI product Copilot that recently launched. Have you used it? Are there any analyst options/estimates for how much it may add to the top-line over the coming year or two? Thanks.