CAE Inc (CAE.TO)

It manufacturers flight simulators. The stock has been moving up the last few years. Global demand for aircraft remains strong. He'd continue to hold it and not worry about it. CAE has few competitors.

Name that he follows even if he doesn’t own it. A junior. Shows good upward movement. They are at the right place at the right time.

This is a well-run company, will probably get close to its trend line in the current correction, and so long as it bounces off the trendline, you’ll want to buy it. It is currently at 21.74, the bounce drawn on the screen brought the stock back to 22.

It is an anti-momentum name. It has been a slow sleeper and has not done much. We need to train pilots and they are the world leader in simulators. It is hitting all the right buttons. (Analysts’ target: $23.70).

(Market Call Minute) A great company that he likes. It is always a bit pricey but he would not hesitate to buy to weakness.

He is looking at it because it has a significant component of its revenues from aerospace. It could be a potential target from south of the boarder. He thinks this one is overlooked. There is a pilot shortage.

There is a huge wave of tourism, particularly in Asia. Group tours, from the growing economy is driving the demand for aircraft. There is a shortage of trained commercial pilots, and this company should be a beneficiary of that. However, they have a history of not doing as well as people think they should do. He is not sure this is the right player.

Chart shows a nice series of higher highs and higher lows from the beginning of 2016. They also have some new contracts coming. Defence companies can continue to do quite well moving forward. Keep an eye on it and make sure it continues having a higher highs and higher lows. 1.7% dividend yield.

He likes aerospace, both on the defence side and civil aviation side. This company really has sort of a lock on simulators, etc. He thinks the stock is okay. It pulled back to the 150-day moving average a little while ago and rallied off of that, and is trading at about $1 below its high. They have broad exposure across the sector. He wouldn’t have a problem with it, but there might be some better technical names to look at.

Over the last 4 weeks or so, the stock has dropped in his rankings, which is based on valuation, as well as some numbers he puts in. He doesn’t have any specific reason as to why it has dropped off.

Flight simulation and training. It is on her watch list. In a good space, because there is an increasing demand for their products. Feels it is fully valued right now.

(A Top Pick May 8/17. Down 0.79%.) From the beginning of May right through until the middle of July, there has been a pretty good move. The middle of July is the end of the period of seasonal strength.

The world leader in aircraft simulators. They have a dominant market share in that sector. Most of the major airlines buy from this company. Stock is starting to get a little pricey.

(A Top Pick Nov 4/16. Up 19.88%.) A dearth of pilots makes this a great catalyst, and will probably be so for the next decade. There is a huge number that will be retiring, and demand will be significant. There is also a massive expansion in China. This continues to rank very high in his model. Dividend yield of 1.4%.

It has been a really good stock. He bought on a break out and liked the trend line. It is above the trend line so probably should pull back. That would be an opportunity to buy. His fundamental guy likes it quite a bit.