Investment Q&A

Q: Which stock would you prefer TER.US or MDA for long term growth?

Thanks for your service!

Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.

Q: Hi Team;
I was thinking of adding to MDA in my cash account. As luck would have it, I had just bought in near peak and am down 20% in a week. Is this a good day to average down? Or would you be inclined to wait until next week?

Also, I am funding my RSP account for the year with 10K. I was thinking about MSFT for this purchase. Would you consider it a good buy today? In my mind it compares to GOOG a couple years ago when it was pulling back on unjustified fears. I am hoping for a similar recovery within a couple years.

As a third question, more generally, with the VIX hovering right near 30 is now a good time to start picking away at the market in general? Or wait for further destruction? Do you have a "shopping list" to share with us for your favorite names to buy if the VIX spikes further into market fears? Also, will 5i set up a "special report", so to speak if there is a crazy spike as to when to start "pulling the trigger" if chaos happens? I recall you did something similar in 2020 during covid when the markets were in free fall and your timing if I remember right was probably within a week of the market turnaround at that time. Great job!


Deduct as many credits as required for this multi part question.

Thanks,
Shane.

Q: I am down approximately 20% on MDA in what seems to be a week.Do i hold this name ?Its also fallen 15% from its very recent secondary US oversubscribed offering.

Q: Would you add today to 1/2 positions in MDA and PNG for a 1-3 hold?

Q: I have heard that Cormark has lowered their target from C $51 to C $ 46 because even though MDA doesn't deal with Artemis Gateway, they were supposed to build Canadarm-3 for the Artemis Gateway a contract worth $1B and I guess, that is out the door.

Is this true and the reason for another drop today?

Q: I have read your answer re: Canada space arm.Is there anything else material that is causing the share price to drop that you can address?

Q: Comments, please, on MDA's market update today, and whether it warrants the drop in share price.
Thanks!

Q: Hi All, what would your analysis suggest as to the drop in MDA today, (at time of question, down 12%)? Space X news? Other? Any tempering to your outlook?

Thanks,
Don

Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen

Q: It appears MAXQ will lease one of its launch pads to the Dept. Of National Defence generating 20M CAD per year for 10 years. Presumably the money is contingent on MAXQ finishing the construction of a launch pad for DND to use! So has MAXQ published a completion date for one of their 4 intended launch pads? Any other details about the lease you think relevant or a high barrier? One other thing…I know MDA has a seat on MAXQ’s board but are they a controlling shareholder?
Thank you,
Jim
Jim

Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

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Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

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Q: Hello, I would like to get your thoughts on a possible switch from KXS to MDA in my TFSA. My patience seems to be wearing thin with KXS, and I would incur a small loss if making this transaction.

Thank you kindly.

Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim

Q: Morning 5i,
I have done well with MDA in a TFSA account and would like to sell half and place the proceeds in a name or two (or three) that will benefit from Canada's recent emphasis on defense and both economic and northern sovereignty, as I believe these themes are both real and durable. Do you agree with the thesis and, if so, could you please provide a list of the names you think best placed to benefit from Canada's recent dramatic change in national philosophy?
Thanks 5i,
Peter

Q: How would you rank the listed names today for new TFSA additions?

Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael

Q: MDA announced that it will issue a new IPO. Wouldn't that dilute the share price? What is your opinion?

Thanks

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you