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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Read Answer Asked by Garth on October 30, 2024
Q: May I have your current thoughts on MDA? Any concerns on the latest quarter? Is executive compensation “reasonable”. I get the impression you considered the stock a hold or a weak buy back in July. Is my understanding correct and if so are you more favourable disposed to the stock now?
Thanks,
Jim
Read Answer Asked by James on August 12, 2024
Q: Hi Peter…I see both SIS & NFI set 52 week highs today with NFI up 40% year to date. I have owned SIS for a number of years thanks to 5i, so thanks again! I also owned NFI about 10 years ago and sold my shares in stages generating a profit every time, and yes the profits shrank as time passed! I know you’re negative on NFI, but you also recommend buying stocks which set new highs. I’m considering selling my Super Micro and buying either NFI, SIS, MDA or SHOP. Of the 4 I have an existing position in SIS only. I believe I am an “aggressive” investor but Super Micro’s roller coaster ride is testing me. I have owned NVDA since 2017 which I consider to be a core holding. Maybe I don’t need to own 2 chip makers? I’m perplexed, could you give me some guidance?
Thanks,
Jim
Read Answer Asked by James on August 12, 2024
Q: I'm thinking of replacing my MAL shares with MDA for about a 2 to 2.5% position . { MAL is currently 1% so it would be a position size increase but still on the small side } ..... I notice the market cap of MDA is three times the size of MAL as well ..... It looks to me like MAL is a recovery play and MDA is a growth play. Could 5i give me a brief outlook on the short term and long term prospects of both and your preference between the two companies ? And whether a term I often see 5i use is applicable here ? The term is " We do not see it as need to own " ...... Thankyou for your terrific service .....
Read Answer Asked by Garth on July 10, 2024
Q: Very disappointed by your reply yesterday to my question which looks like a plain dismissal, as you didn't utter a word on the second part of the question on industrials, while making it private as to avoid embarrassment.

This is a public question.

Jacques IDS
Read Answer Asked by Jacques on March 21, 2024
Q: I am wondering what Canadian companies are poised to benefit from an increase in spending on armaments by Western governments, in response to rising tensions across the world. Mining stocks could be of interest, but I'm mainly wondering about manufacturing companies.
Read Answer Asked by William on February 28, 2024
Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.
Read Answer Asked by Chris on January 30, 2024
Q: Hi !

I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.

What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?

Any other suggestion ?

Gratefully yours,

JD IDS
Read Answer Asked by Jacques on November 21, 2023
Q: I need to fund my annual RRIF withdrawal soon. Of the 5 companies listed, could you please arrange them in order of which to sell considering future upside possibilities?
Thank you.
Read Answer Asked by Maryon on November 14, 2023
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
Read Answer Asked by Peter on November 11, 2023
Q: Regarding Peter's great question on Telesat and MDA, I too have been looking further into these companies and did not see a response regarding Lightspeed and potential revenue. All I have found so far is:
"Telesat Lightspeed has the potential to transform global satellite and terrestrial communications industries, dramatically increasing the Company’s addressable market from approximately US$18 billion to approximately US$365 billion and significantly expanding its growth potential."
** from the companies Prospectus November 16 2021
and from https://spacenews.com/telesats-leo-constellation-fully-funded-after-manufacturer-switch/
"Telesat is targeting a 30% return on investment from Lightspeed, which is seeking a slice of an enterprise and government connectivity market the company estimates would be worth about 200 billion dollars around 2025."
"Telesat expects the total cost for 156 satellites to be around $3.5 billion, when factoring in launches and other expenses, including the ground systems and user terminal technology that would also be used for the 42 follow-on satellites."
Read Answer Asked by Michael on September 15, 2023
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