Investment Q&A

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

Q: Does MDA have any contracts with GlobalStar ( proposed to be bought ) by Spacex ?

Your thoughts to add on this dip ?

Thanks

Q: What’s going on with MDA?

Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY

Thank you

Q: Which would you buy today for growth over the next few years? MDA or VHI?

Q: Hi, trimmed some ATZ today before earnings to manage position size, having a nice 120% gain but looking to rebalance some names and sectors. MDA and ZDC are two names I have smaller positions in but would like to add, currently around 1%. ZDC since breaking out Sept 18th has had a nice run and volume has been increasing. MDA has rebounded as well from the low 30's. AXON is another one I would like to add to, currently around 3%. Which would you prefer to add to currently? AXON and ZDC are trading a high fwd PE valuations so not much room for error in growth, but is the PE justified and can earnings grow faster than the stock price?

With the famous quote of "Water your flowers and cut your weeds", this is something I overanalyze when allocating funds. I have names such as TFII, TRI, DSG, IFC, WELL, ISRG that have been struggling lately, but you often mention that once we see a recovery in the sector, these could rebound quickly. But in the meantime, you have high quality stocks that have been holding up well that I want to add to as well. So often times, I'm trimming some of these losers as they go down, but then they come roaring back and now you only have a small position in these names. Also, I like to hold high quality names and let them compound instead of trimming them all the time. How do you best balance this dilemma? Thank you!

Q: How would you rank these companies for growth over the next year?

Thanks.
David

Q: The stock is rebounding from its recent hit. I like to buy winners on the way up. Good time to add?
Thx.

Q: Dear 5i
If one already owns MDA does it make sense to buy KTOS ? Are they different enough to own both , or if only one was sufficient , which one would you buy ?
Thanks
Bill C

Q: Peter; What would you think of a switch from TFII to MDA? Both in the dog house but which could start barking first ? Thanks.
Rod

Q: How would you rate these 4, particularly in terms of growth potential?10 yr hold.
Thanks.

Q: Please state which of these would be a buy at today's prices and if not, where you would target entering a new position. Also please rank based on potential for 12 year gains from today's (or tomorrow if you reply Thursday).

Q: I have $10k to invest and I want to buy some stocks (Canadian or CDR) that are underpriced.

I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.

For a 3 year hold, how would you rank these stocks? Any other suggestions.

Q: If you held a Canadian small cap portfolio that included the following - BDT, BRM, DRX, E, HPS.A, LNF, MCB, TGH, TVE, TVK, WELL, and you wanted to upgrade the overall quality of this small cap portfolio by selling some of those and adding from the following list - ARIS, GRGD, GRID, KSI, MDA, RAY.A, VNP, ZDC, which ones would you sell from the 1st group, and which ones would you add from the 2nd group.

Q: I am a little concerned about MDA due to Trump, even though it has US operations. Would you rather GE or MDA?
Thanks for your thoughts.
Ian

Q: After today’s post EchoStar 25% drawdown ……at what price would you re-enter MDA?

Q: Hi,
MDA - down 25% today, good buying opportunity? What price for a new position?

NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?

Thanks!