CAE Inc

CAE-T

TSE:CAE

20.90
1.12 (5.09%)
CAE Inc. is a Canadian manufacturer of simulation technologies, modelling technologies and training services to airlines, aircraft manufacturers, defense customers, and healthcare specialists.
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Analysis and Opinions about CAE-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 13, 2020
It may be a good time to enter in based on historical valuations. However, they sell flight simulators which may be impacted by reduce air traffic. There are just other opportunities that would be a better investment.
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CAE Inc (CAE-T)
May 13, 2020
It may be a good time to enter in based on historical valuations. However, they sell flight simulators which may be impacted by reduce air traffic. There are just other opportunities that would be a better investment.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Mar 29/19, Up 30%) He still likes the name. They are into civil defense and aviation simulators. And they have good tailwinds behind them still. Pilots and their training are in high demand. Their five year dividend growth rate is about 10%.
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CAE Inc (CAE-T)
February 26, 2020
(A Top Pick Mar 29/19, Up 30%) He still likes the name. They are into civil defense and aviation simulators. And they have good tailwinds behind them still. Pilots and their training are in high demand. Their five year dividend growth rate is about 10%.
HOLD
HOLD
February 13, 2020

Benefiting from problems of Boeing. If you own it, keep holding. Fully valued. Buying back stock, which is a positive. Outlook is pretty positive.

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CAE Inc (CAE-T)
February 13, 2020

Benefiting from problems of Boeing. If you own it, keep holding. Fully valued. Buying back stock, which is a positive. Outlook is pretty positive.

BUY WEAKNESS
BUY WEAKNESS
January 28, 2020
They have great technology, and they face little competition in pilot-training. Buy on dips, like a weak quarter or a market pullback of 5-10% if, say, rates rise. Pays a decent dividend. It's a great grower.
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CAE Inc (CAE-T)
January 28, 2020
They have great technology, and they face little competition in pilot-training. Buy on dips, like a weak quarter or a market pullback of 5-10% if, say, rates rise. Pays a decent dividend. It's a great grower.
TOP PICK
TOP PICK
January 23, 2020

All regulators will say pilots should get more training across the board since the Boeing fiasco. It is 28 times earnings and he likes the backlog. There is a moat around the business. (Analysts’ price target is $37.78)

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CAE Inc (CAE-T)
January 23, 2020

All regulators will say pilots should get more training across the board since the Boeing fiasco. It is 28 times earnings and he likes the backlog. There is a moat around the business. (Analysts’ price target is $37.78)

BUY WEAKNESS
BUY WEAKNESS
January 10, 2020
It broke above a key trading level and suggests more upside to come. Your downside is to $33.76. He would buy on weakness.
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CAE Inc (CAE-T)
January 10, 2020
It broke above a key trading level and suggests more upside to come. Your downside is to $33.76. He would buy on weakness.
WATCH
WATCH
January 6, 2020
They are up smartly on the news of military activity. They are benefiting from the increase in air travel. They should benefit from the ending to the 737Max jets. He is looking for a better level in which to purchase it.
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CAE Inc (CAE-T)
January 6, 2020
They are up smartly on the news of military activity. They are benefiting from the increase in air travel. They should benefit from the ending to the 737Max jets. He is looking for a better level in which to purchase it.
BUY
BUY
December 9, 2019
Demand from the civil aircraft training side will be big; he's been speaking to the managers. The military side of the business has been iffy and holding back the company. A stable business with 130 centres worldwide. The middle class is flying more, so there need to be more pilots, which benefits CAE. It's a cheap stock, given their free cash flow; the valuation should be higher. A long-term hold, not a trade.
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CAE Inc (CAE-T)
December 9, 2019
Demand from the civil aircraft training side will be big; he's been speaking to the managers. The military side of the business has been iffy and holding back the company. A stable business with 130 centres worldwide. The middle class is flying more, so there need to be more pilots, which benefits CAE. It's a cheap stock, given their free cash flow; the valuation should be higher. A long-term hold, not a trade.
SELL STRENGTH
SELL STRENGTH
December 3, 2019
It's done extremely well for him. They will benefit from a spike in defence spending. The valuation is too rich now. He'd take profits if this rises.
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CAE Inc (CAE-T)
December 3, 2019
It's done extremely well for him. They will benefit from a spike in defence spending. The valuation is too rich now. He'd take profits if this rises.
BUY
BUY
November 19, 2019
He used to own it. It is a great business. It looks kind of expensive for the growth you are getting so he would not be in a rush to buy it.
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CAE Inc (CAE-T)
November 19, 2019
He used to own it. It is a great business. It looks kind of expensive for the growth you are getting so he would not be in a rush to buy it.
TOP PICK
TOP PICK
November 18, 2019
It's been consolidating this year, but poised to rise higher. He likes the chart. (Analysts’ price target is $37.25)
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CAE Inc (CAE-T)
November 18, 2019
It's been consolidating this year, but poised to rise higher. He likes the chart. (Analysts’ price target is $37.25)
TOP PICK
TOP PICK
November 14, 2019
One of 10 companies you can buy and tuck away for a long time. Large competitive moat. Training simulators for civil and defense aerospace. Secular tailwinds. Free cash flow, dividend growth, potential acquisitions down the road. Will be around for years and years. Yield is 1.22%. (Analysts’ price target is $37.25)
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CAE Inc (CAE-T)
November 14, 2019
One of 10 companies you can buy and tuck away for a long time. Large competitive moat. Training simulators for civil and defense aerospace. Secular tailwinds. Free cash flow, dividend growth, potential acquisitions down the road. Will be around for years and years. Yield is 1.22%. (Analysts’ price target is $37.25)
BUY
BUY
October 21, 2019
Civil aviation is important because there are a lot of pilots retiring in the next decade. China is going to dramatically increase the number of airports and airplanes.
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CAE Inc (CAE-T)
October 21, 2019
Civil aviation is important because there are a lot of pilots retiring in the next decade. China is going to dramatically increase the number of airports and airplanes.
BUY
BUY
September 9, 2019
He likes it but recently took some profits. It is a really well run company. They have been doing well in the civil side. In the future they are going to do even better. In the long term he thinks they will continue to prosper. The 737-Max will put more emphasis on training.
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CAE Inc (CAE-T)
September 9, 2019
He likes it but recently took some profits. It is a really well run company. They have been doing well in the civil side. In the future they are going to do even better. In the long term he thinks they will continue to prosper. The 737-Max will put more emphasis on training.
PAST TOP PICK
PAST TOP PICK
August 8, 2019
(A Top Pick Sep 13/18, Up 38%) They have a moat in that he has no idea how you would start up a competing company. They are spending a lot of cap-x because they see large potential returns. There is a lot to like with this one.
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CAE Inc (CAE-T)
August 8, 2019
(A Top Pick Sep 13/18, Up 38%) They have a moat in that he has no idea how you would start up a competing company. They are spending a lot of cap-x because they see large potential returns. There is a lot to like with this one.
BUY WEAKNESS
BUY WEAKNESS
July 30, 2019
He missed it, because he thought it was too expensive. He regrets it. With the boom in flying, especially Asia, there's a need to train new pilots. It's now too late to buy this. Too expensive. If this dips 25%, he'd be all over it.
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CAE Inc (CAE-T)
July 30, 2019
He missed it, because he thought it was too expensive. He regrets it. With the boom in flying, especially Asia, there's a need to train new pilots. It's now too late to buy this. Too expensive. If this dips 25%, he'd be all over it.
COMMENT
COMMENT
June 24, 2019
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.
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CAE Inc (CAE-T)
June 24, 2019
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.
PARTIAL SELL
PARTIAL SELL
June 17, 2019
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)
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CAE Inc (CAE-T)
June 17, 2019
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)
BUY
BUY
May 24, 2019
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.
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CAE Inc (CAE-T)
May 24, 2019
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.
TOP PICK
TOP PICK
March 29, 2019
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)
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CAE Inc (CAE-T)
March 29, 2019
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)
BUY
BUY
March 27, 2019
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.
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CAE Inc (CAE-T)
March 27, 2019
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.
TOP PICK
TOP PICK
March 18, 2019
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)
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CAE Inc (CAE-T)
March 18, 2019
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)
PAST TOP PICK
PAST TOP PICK
March 1, 2019
(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
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CAE Inc (CAE-T)
March 1, 2019
(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
HOLD
HOLD
February 20, 2019
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.
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CAE Inc (CAE-T)
February 20, 2019
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.
HOLD
HOLD
February 1, 2019
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.
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CAE Inc (CAE-T)
February 1, 2019
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.
BUY
BUY
December 10, 2018
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.
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CAE Inc (CAE-T)
December 10, 2018
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.
BUY
BUY
November 29, 2018
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.
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CAE Inc (CAE-T)
November 29, 2018
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.
BUY WEAKNESS
BUY WEAKNESS
November 21, 2018
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.
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CAE Inc (CAE-T)
November 21, 2018
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.
COMMENT
COMMENT
November 13, 2018
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.
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CAE Inc (CAE-T)
November 13, 2018
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.
BUY
BUY
November 9, 2018
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%
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CAE Inc (CAE-T)
November 9, 2018
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%
WATCH
WATCH
October 25, 2018

It will typically do well in the last part of the year. We are coming down it its support level. If it breaks support then look somewhere else.

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CAE Inc (CAE-T)
October 25, 2018

It will typically do well in the last part of the year. We are coming down it its support level. If it breaks support then look somewhere else.

TOP PICK
TOP PICK
September 13, 2018

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)

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CAE Inc (CAE-T)
September 13, 2018

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)

BUY
BUY
August 10, 2018

Airline industry is roaring ahead. New airlines are being created. Pilot age is creeping up, so more pilots will need to be trained. Will do well for next several years. Such a specialized area, so until airline industry itself runs into trouble, CAE has lots of wind behind it.

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CAE Inc (CAE-T)
August 10, 2018

Airline industry is roaring ahead. New airlines are being created. Pilot age is creeping up, so more pilots will need to be trained. Will do well for next several years. Such a specialized area, so until airline industry itself runs into trouble, CAE has lots of wind behind it.

HOLD
HOLD
August 8, 2018

This is looking risky right now. It is not moving higher after testing $28 in June. A good stop would be $26. Earnings are coming out next week. He would not be a buyer until it traded back above $28.

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CAE Inc (CAE-T)
August 8, 2018

This is looking risky right now. It is not moving higher after testing $28 in June. A good stop would be $26. Earnings are coming out next week. He would not be a buyer until it traded back above $28.

BUY WEAKNESS
BUY WEAKNESS
June 6, 2018

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)

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CAE Inc (CAE-T)
June 6, 2018

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)

BUY
BUY
May 30, 2018

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.

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CAE Inc (CAE-T)
May 30, 2018

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.