Investment Q&A

Q: Do you feel MDA is at a good entry here for investment returns

Q: I've developed my own list of tax loss selling candidates some of which are common to your list. In what order would you purchase and are there any that you would consider a value trap or worse?

Q: Hi Peter,
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.

Q: Hi again,
Just submitted a question about MDA that wasn't well proofread and below is the question as it should have been - I hope you can substitute the corrected version before publishing. Thanks!

Hi 5i,
What are your thoughts on the earnings report issued this morning? To me it looked good, but for a dearth of free cash - is that observation correct and, if so, is it a concern?
Also:
After the last big price drop based on the Globalstar rumour, MDA management wrote:

"MDA Space is monitoring fluctuations in our share price that appear to be the result of unconfirmed and speculative media reports related to mergers and acquisitions in our customer base. As a matter of policy, MDA Space does not comment on rumours or speculation. MDA Space management will provide a full update on its business outlook as part of our next regularly scheduled earnings release on November 14, 2025."

I was looking forward to reading MDA's response to potential loss of contracts this morning, but it's "full business outlook" didn't address the issue at all - although the issue certainly hasn't gone away. Again, cause for concern?
Thanks,
Peter

Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Q: What did you think of MDA's quarterly report and would you be a buyer of half a position at this point?
Thank you

Q: Hi Peter,
Both MDA and FTG are experiencing negative momentum. Please compare their financial situation and future revenue projections. With year-end selling, which one would you prefer to buy at the current valuation for a 3 year hold and why? Thanks.

Q: Hi there,

Can you give me a 1 (low)-10 (high) ranking on these as to which you BUY/ADD right now for a 3-5 year horizon?

I know you’re not big fans of averaging down but are there any of these that you’d look at if you bought at higher prices?


Thanks.

Q: I recently started a position in MDA after the first melt down. Now it has had a second drop and I am questioning what to do. What would you recommend, take the loss, hold for now, fill the position?

Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?

Thanks!

Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim

Q: This stock is not a buy and hold based on it's history. Is it worth buying for up tick and sale?

Q: I refer to an earlier question discussing MDA's $10 million equity investment in MAXQ in which 5i alluded that MAXQ was in the "lottery ticket" category. So, I have been a fan of MDA but am now considering an exit. In 5i's opinion, is MDA's $10M investment in MAXQ visionary, or a "hail mary"?

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Q: Why is MDA stock price falling?

Thanks

Q: Hi 5i,
I've owned MDA long enough to have done well by it. Now, however, since its vulnerability to events beyond its control has twice been demonstrated I have concluded that I'll sell and take my money and run, unless there is reasonable possibility that it too will be sold to a buyer in the space biz.
Knowing what you know about MDA and the universe it operates in, can I have your opinion as to whether or not MDA is or may be an attractive takeover target?
Thanks 5i,
Peter

Q: Considering the uncertainty about its major customer, but taking into account the crucial nature of its products and expertise, does the stock present a buying opportunity at $27.5-$28, present levels, after a drop of 20% over two days, for someone to start a new position ?

We are aware that BMO and Scotia analysts have brought their price targets down to $36 and $40 ( Outperform ratings ) respectively, lowering their P/E multiple to discount possible impact of this news.

Thank You

Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you

Q: Any news on MDA big drop? Thinking of moving out into Are which is gaining momentum,

Q: Current thoughts on this company? Thank you