Investment Q&A

Q: Why the big drop with TSAT today?

Q: Hi 5i!
Is the lawsuit brought against TSAT frivolous? Is there a risk of fraud here? How long has the CFO / CEO been around?
TIA,

Q: Hello Team,

Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.

Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton

Q: These 2 stocks have done really well.

5i reccommended TSAT in a recent portfolio update and is now approx $6 higher than when you recommended it. Moved nicely on the govt contract news etc. My question here is what would you reccommend to enter this stock. A) Buy it at market now, B) Average in 1/3 at a time C) Sell an April 30 put at approx $3.5? or D) just wait out the volatility and buy it at a stink price between 25 and 30?

Secondly on a Tom Lee podcast he waxed eloquent about SATS and told listeners that if they don't own it go and buy it. Doesn't do that often with individual stocks. What is your opinion of SATS, it has really come a long way too this year. Would you consider it a buy?

With many thanks

Sheldon

Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Which do you prefer, and why. Would you buy here.

Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton

Q: Down 30% on MDA, its been frustrating with the news of contract losses in the last few months, etc... Can you compare MDA vs TSAT. Would look to either fully sell MDA or trim MDA and buy some TSAT as a tax loss proxy. MDA still has good rev growth and backlog and you seem to like TSAT as you recently added more. What would you do? Thanks!

Q: Your portfolio manager(s) on the Growth portfolio have been very active lately. I own a lot of the growth but a bunch of new names have come up and I don't have room for all of them

Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.

Can you please list in order of highest to lowest conviction.

Thanks

Sheldon

Q: Current thoughts on this company? Thank you

Q: views on this company going forward...thank you.

Q: Hi,

If MDA is owned already, would there be too much overlap to own TSAT as well?

Thank you.
Michael

Q: The CEO of Telesat was interviewed on CBC radio this morning, and he discussed the Lightspeed project in detail. Previously to him, a consultant in the rural Kawartha Lakes area of Ontario described his move away from Starlink.His aversion to Elon Musk propelled him to cancel Starlink even though his replacement through Rogers isn't as good as Starlink was. I suspect this consultant isn't the only one who is disgusted with Musk, (The Ontario government's response is an excellent example.)

Now for my question: Given the toxic nature of Musk, and the need for a truly Canadian option to Starlink, would now be a good time to start to accumulate shares in TSAT? In our case, this would increase our exposure in the Telecom sector, and get in on the ground floor of what sounds like an exciting project.

Thanks as always for your insight.

Q: Hello, what are your thoughts on this company at current price valuations and its prospects over next five plus years.

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

Q: Hi 5i,
Could you dive into TSAT'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 underpinning the Lightspeed LEO deployment.
Thanks!
Peter

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."