TSE:CAE

CAE Inc (CAE.TO)

34.80
+0.35 (1.02%)
as of Sep 24, 2026, 8:00:00 pm Market Open.
321 watching
0
PARTIAL SELL
Technical trend is definitely on the upside so still looks very good. Has some seasonality as it tends to move higher from January to June/July. Made an announcement of flight simulators, which has been positive for it. Seems to have reached the end of it seasonality. If you own, consider taking some profits.
COMMENT
It's been going sideways since Feb. would put a bracket trade on, sell if it goes below $12, and buy if it goes above $12.90. The longer the sideways movement the bigger the move.
TOP PICK
An environment play as we are seeing more of a pick up in the commercial aviation side and this company will benefit. Will do very well over 3–5 years.
HOLD
The good thing is that the airline business is getting stronger and airlines are ordering more planes. Ultimately they are going to have to train pilots. This is a late cycle stock.
TOP PICK
Leader in simulators and flight training. Military side is very strong and the civil side is starting to come back. Growing backlog.
DON'T BUY
He’d like to own this at one point. The problem he has is that their customer base is the commercial airlines, which are loosing money.
COMMENT
Prefers over Bombardier (BBD.B-T).
PAST TOP PICK
(Past Top Pick Jan 7/08 Down 42%)
BUY
In an area that has some stability. Have been selling their simulators to emerging markets. Also have military training equipment. Order books are still relatively full. Watch the plane orders, which will indicate the situation 12 to 18 months ahead.
DON'T BUY
A little bit rich. Not the strong profit growth they had recently. Doesn't look strong enough for him.
PAST TOP PICK
(A Top Pick Jan 7/08. Down 44%.) Sold his holdings at $11, down 7.8%. Saw aircraft sales deteriorating. Great company but downturn is going to affect aviation for a while. (Has a small Short position in one of his funds.)
DON'T BUY
When the world economy started to implode, he sold his holdings. A terrific company but it may be an intermediate to longer-term play because of the economic downturn.
PAST TOP PICK
(A Top Pick Oct 12/07. Down 51%.) Investors are wondering if simulators are going to be sold in this environment. Simulators will be required as new aircraft gets introduced. Great Buying opportunity.
BUY
Have a very good backlog. Great exposure in the flight simulator business to a growing aerospace market.
DON'T BUY
Yield is not yet 2%, could go 20% further down.
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