Investment Q&A

Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC

Q: Hi,

Curious if which of these companies you like based on potential risk/rewards - or if there is another similar company that you prefer?

Thanks.

Q: Good morning 5i,
I logged on this morning (Friday) quite sure there would be a question (or five) and answer regarding MDA's recent quarter, but surprisingly not.
If the question hasn't been asked and answered by the time this one comes up, please provide your fulsome opinion on MDA's recent quarterly results and your opinion of it going forward. (I've done well by it so far, but I wonder if it's now reaching its reasonable limit based on all the factors - both tangible and not - that drive share price.)
Thanks 5i,
Peter

Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.

Q: Can you provide an updated opinion and stock price target for MDA.

Q: Hi,

Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?

Thank you, Michael

Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Q: hi group what's going on with following stocks and are they buy sells or holds and why? also suggested buy /sell targets

Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA

Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Q: The Globe names these 3 companies as possible gainers due to increased defense spending. Can you please rank them in order of preference?

Q: MDA has had a great ride over the last 12 months (+171%) - is the share price ahead of itself? Is it too late to take a bite?

Your insight is most welcomed.

Q: MDA TSX/CA MDA Space Ltd.

Where is it located?
When did it start as a company.
Insiders own?

Thank you.

Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C

Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?

Thanks
Bill C

Q: Mda is now trading over 30$…Can you comment on a potential 12 month target /outlook for this name

Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!

Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter

Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!

Q: Hello
our defense Minister tells the Arms company that Canada is spending more on our military, the NATO set a goal of 5% of GDP
what Canadian companies could benefit from this move? thanks
Michael

Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help