
TSE:CAE
This summary was created by AI, based on 7 opinions in the last 12 months.
CAE Inc has garnered a mix of opinions from various experts, with some highlighting its potential in the defense sector while others express caution regarding its recent performance. Concerns arise from a new CEO's efforts to pivot the company's focus, as well as soft guidance that has disappointed investors. Positive indicators include long-term contracts that promise stable revenue and strong ongoing demand for pilot training amid an airline pilot shortage. However, the stock is viewed as potentially overvalued with a high PE ratio compared to its growth potential. Overall, while the company faces challenges, particularly with management changes and pricing pressures, it still holds promise due to strong fundamentals in the defense and aerospace sectors.
They provide flight training simulators in civil and defence industries. Strongly correlated to Boeing and Airbus. CAE trains people to fly new planes. Moving into healthcare by partnering with Microsoft in augmented reality, a business with potential. (1.5% dividend, Analysts' price target: $27.86)
It is a great company and he is sorry he sold it. He would wait for a pullback as he thinks it may be overbought. He would not get greedy and only look for a $1-$2 retracement. To set a target for selling, he watches for it to round over, but ride it as long as possible. (Analysts’ price target is $27.70)