TSE:CAE

40.46
0.00 (0.00%)
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
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.
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