TSE:CAE

34.57
0.31 (0.90%)
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
BUY
BUY
January 24, 2017

Flight simulator technology company. Recently signed a large contract with the US government. Trump is suggesting that more money should be put towards defence as well is putting more pressure on NATO members to increase defence spending. This recently broke through $15, so technically he sees strength. Meets his fundamental criteria, but a little below his threshold of 20%.

CAE Inc (CAE-T)
January 24, 2017

Flight simulator technology company. Recently signed a large contract with the US government. Trump is suggesting that more money should be put towards defence as well is putting more pressure on NATO members to increase defence spending. This recently broke through $15, so technically he sees strength. Meets his fundamental criteria, but a little below his threshold of 20%.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$18.610
Owned
No
COMMENT
COMMENT
January 12, 2017

This has been a great turnaround story. A great business. He has exposure to the aerospace sector through another company, which he prefers. The chart on this looks great, and the valuation isn’t stretched by any means. If you don’t hold something in the aerospace sector, this would be a high-quality name to own. He doesn’t see a lot of risk in the near term.

CAE Inc (CAE-T)
January 12, 2017

This has been a great turnaround story. A great business. He has exposure to the aerospace sector through another company, which he prefers. The chart on this looks great, and the valuation isn’t stretched by any means. If you don’t hold something in the aerospace sector, this would be a high-quality name to own. He doesn’t see a lot of risk in the near term.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$18.660
Owned
No
PAST TOP PICK
PAST TOP PICK
January 6, 2017

(A Top Pick Oct 16/15. Up 33.58%.) Airlines are facing a very big problem in that a whole bunch of commercial pilots are going to be retiring in the next 10 years. This company is also makes money on the military side. This is still a good opportunity.

CAE Inc (CAE-T)
January 6, 2017

(A Top Pick Oct 16/15. Up 33.58%.) Airlines are facing a very big problem in that a whole bunch of commercial pilots are going to be retiring in the next 10 years. This company is also makes money on the military side. This is still a good opportunity.

Robert McWhirter
President, Selective Asset Management
Price
$18.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 21, 2016

(A Top Pick Nov 13/15. Up 34.24%.) This has gone up considerably and is getting to a point where it is close to being fully valued. It has always been an extremely well-run and well thought out company, and one of the major players in the flight simulator/training business. If it were a few dollars higher, he would probably be taking some profits.

CAE Inc (CAE-T)
December 21, 2016

(A Top Pick Nov 13/15. Up 34.24%.) This has gone up considerably and is getting to a point where it is close to being fully valued. It has always been an extremely well-run and well thought out company, and one of the major players in the flight simulator/training business. If it were a few dollars higher, he would probably be taking some profits.

Michael Sprung
President, Sprung Investment Management
Price
$18.690
Owned
Yes
BUY
BUY
December 19, 2016

He is becoming quite warm toward defense stocks. This is on his watch list. They are one of North America’s largest civil flight trainers. There has been an increase in defense training in the US. There is an annual shortage of 60 thousand pilots.

CAE Inc (CAE-T)
December 19, 2016

He is becoming quite warm toward defense stocks. This is on his watch list. They are one of North America’s largest civil flight trainers. There has been an increase in defense training in the US. There is an annual shortage of 60 thousand pilots.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$18.810
Owned
No
TOP PICK
TOP PICK
November 4, 2016

Makes simulators for either planes, defence or healthcare. Earnings have been cranked up by about 4% in the last 90 days, and are expected to grow from $.98 to $1.05. 14% ROE. On a longer-term basis, there are a whole bunch of pilots that will be retiring in the next 3-5 years, if not 10, and it is a lot cheaper to train pilots with a videogame than with flying a real plane. 1.68% dividend yield.

CAE Inc (CAE-T)
November 4, 2016

Makes simulators for either planes, defence or healthcare. Earnings have been cranked up by about 4% in the last 90 days, and are expected to grow from $.98 to $1.05. 14% ROE. On a longer-term basis, there are a whole bunch of pilots that will be retiring in the next 3-5 years, if not 10, and it is a lot cheaper to train pilots with a videogame than with flying a real plane. 1.68% dividend yield.

Robert McWhirter
President, Selective Asset Management
Price
$18.890
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 1, 2016

(A Top Pick Feb 27/15. Up 30.92%.) (BNN Showed “Oct 29/15” in error, so percentages may not be accurate.) This is a leader in the simulation space. He sold his holdings locking in his gain.

CAE Inc (CAE-T)
November 1, 2016

(A Top Pick Feb 27/15. Up 30.92%.) (BNN Showed “Oct 29/15” in error, so percentages may not be accurate.) This is a leader in the simulation space. He sold his holdings locking in his gain.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$18.600
Owned
No
COMMENT
COMMENT
July 26, 2016

The chart shows a trading range from 2014 on, which it has just broken out of, which is always a good sign. It reached a higher high, and is now testing that high. Retesting the high indicates that buyers are so convinced that they do not mind paying previously high prices. It also means that sellers have been exhausted.

CAE Inc (CAE-T)
July 26, 2016

The chart shows a trading range from 2014 on, which it has just broken out of, which is always a good sign. It reached a higher high, and is now testing that high. Retesting the high indicates that buyers are so convinced that they do not mind paying previously high prices. It also means that sellers have been exhausted.

William Chin
Portfolio manager, Caldwell Investment Management
Price
$17.030
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 21, 2016

(A Top Pick May 15/15. Up 14.34%.) Still likes this. There are a large number of pilots who will be retiring over the next 3-7 years, and it is a lot cheaper to train someone using this company’s simulators, rather than actual airplanes. They are doing really well on both commercial and military sides.

CAE Inc (CAE-T)
July 21, 2016

(A Top Pick May 15/15. Up 14.34%.) Still likes this. There are a large number of pilots who will be retiring over the next 3-7 years, and it is a lot cheaper to train someone using this company’s simulators, rather than actual airplanes. They are doing really well on both commercial and military sides.

Robert McWhirter
President, Selective Asset Management
Price
$16.950
Owned
Yes
SELL
SELL
July 11, 2016

(Market Call Minute.) Has had a recent rally, so it would probably be Sell.

CAE Inc (CAE-T)
July 11, 2016

(Market Call Minute.) Has had a recent rally, so it would probably be Sell.

John Kim
Portfolio Manager, Aston Hill Financial
Price
$16.350
Owned
Unknown
COMMENT
COMMENT
June 29, 2016

A great company. A lot of technology and a lot of grey matter there. They benefited from the global growth in aviation, etc. Military spending slowed down, but they were able to replace that with the aviation growth. Has a hard time seeing the stock doubling from here over the next 5 years or so.

CAE Inc (CAE-T)
June 29, 2016

A great company. A lot of technology and a lot of grey matter there. They benefited from the global growth in aviation, etc. Military spending slowed down, but they were able to replace that with the aviation growth. Has a hard time seeing the stock doubling from here over the next 5 years or so.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$15.630
Owned
No
COMMENT
COMMENT
June 28, 2016

This has had an incredible run. They are leaders in the field. It is a good company and well-run.

CAE Inc (CAE-T)
June 28, 2016

This has had an incredible run. They are leaders in the field. It is a good company and well-run.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$15.480
Owned
No
PAST TOP PICK
PAST TOP PICK
June 10, 2016

(A Top Pick March 24/16. Up 9.97%.) This has been a frustrating stock technically, because it has a long series of lower highs. He now thinks it is above that. He is also bullish on the aerospace sector.

CAE Inc (CAE-T)
June 10, 2016

(A Top Pick March 24/16. Up 9.97%.) This has been a frustrating stock technically, because it has a long series of lower highs. He now thinks it is above that. He is also bullish on the aerospace sector.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$16.440
Owned
Yes
TOP PICK
TOP PICK
June 10, 2016

Fundamentally, this is in the industrial space as well as in the aerospace space. The aerospace peers are doing well. As long as he can remember, the US has been at war with somebody. Technically, this has a long series of tops of around $15.50, and it has finally broken out. With this break out, he thinks this works higher. Once you start breaking out of all-time highs, there is no cap.

CAE Inc (CAE-T)
June 10, 2016

Fundamentally, this is in the industrial space as well as in the aerospace space. The aerospace peers are doing well. As long as he can remember, the US has been at war with somebody. Technically, this has a long series of tops of around $15.50, and it has finally broken out. With this break out, he thinks this works higher. Once you start breaking out of all-time highs, there is no cap.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$16.440
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 2, 2016

(A Top Pick June 8/15. Up 12.74%.) This has appreciated a fair amount in a short period of time. Feels it is one of Canada’s leading technology companies, and they are in excellent markets, whether military or civil. Thinks there is going to be a huge renewal in their fleets and commercial systems, but also a changeover in the pilots who have to be trained. He would look to buy this at under $15.

CAE Inc (CAE-T)
June 2, 2016

(A Top Pick June 8/15. Up 12.74%.) This has appreciated a fair amount in a short period of time. Feels it is one of Canada’s leading technology companies, and they are in excellent markets, whether military or civil. Thinks there is going to be a huge renewal in their fleets and commercial systems, but also a changeover in the pilots who have to be trained. He would look to buy this at under $15.

Michael Sprung
President, Sprung Investment Management
Price
$16.610
Owned
Yes
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