CAE Inc

CAE-T

A defensive stock in an RRSP during a downturn or if interest rates decline? He hasn't looked at this in a long time. The demand for planes in 20 years will be huge due to demand in emerging markets. We will need pilots. CAE has had an amazing run, so the valuation is high. He needs to research this more to have an opinion.

It has been one of his favourite Quebec companies for some time. It has run to the extent where he is considering taking some profits. We are going to see much more turn-over and replacement for aircraft and that means demand for CAE. Increased pilot retirement will also create more demand for CAE products. (Analysts’ price target is $36.00)

Tech analysis out the window, since it's had a straight run since 2016. Acting great. It's a hold or buy. Can't add anything technically to say you should sell it. It would be just a common sense call, whether you bought it for a hold or a trade.

They are flight simulators and training. This name has great momentum. They are hitting 52 week highs and all time highs. 60% of business is from services which tends to be recurring business. Yield = 1.35% (Analysts’ price target is $30.13)

If you like the outlook for aerospace (ex-Boeing), then commercial aviation is doing very well, because the middle class wants to travel. It's wonderful, long-term stock.

They can maintain the dividend as well as do acquisitions. They have a 17% ROE. Near term earnings are expected to go up 10% by May. It broke out of a near term accumulation zone. He sees a 16% potential upside. (Analysts’ price target is $30.10)

(A Top Pick Feb 01/18, Up 25%) This is the name you go to in the simulation space. He was trying to take advantage of the ongoing pilot shortage. He is a happy holder of this

There is 100,000 pilots about to retire and air travel demand is increasing. They are a world leader in the space. The stock has done well recently and he really likes the company. A good five year hold.

Simulator business that's tried and true. Reported some good results. Not directly related to the general economy. Having done so well, probably overdue for a pause, but it's a good hold.

Is Quebec a dangerous place to invest? National Bank is worth considering, which he doesn't own. But he owns CAE, very well-managed over the decades. They don't depend on the Quebec government. It's diversified very well. A solid hold for him.

Like the name. They make flight simulators for commercial and military flights. There is a need for pilots and for training pilots. They are getting into the augmented reality side and partnered with Microsoft on that. Current business is good. Good cash flow.

This is a flight simulator business based out of Montreal. They are a well run company. There will be increased demand for flight training around the world. He thinks valuation is too high right now.

Flight simulation is a good space because air travel is increasing. CAE has alot of existing relationships. Reasonably price, but she doesn't see a compelling reason to buy it.

They do the flight simulation training. Is trading at a reasonable number for a growth stock. It is in the midst of a 15% correction. There is a push for airlines to commit to additional training and this name is the best in the sector. Good opportunity to pick up at this level. Yield is 1.7%