CAE Inc

CAE-T

(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.

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.

(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.

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

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.

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

(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.

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.

(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.

Has always been leery about this industry. There is a lot of volatility in it. It trades along with the aerospace names, and is just not the stable stock he is looking for. Also, there are some other players in the industry, and it is really about capital.

This would be considered as part of the industrials and down into the aerospace sector seasonality, which it follows very closely. Historically the best time to own has been from around the end of January until around the middle of June. Currently the trend is slightly on the downside. There are early signs of outperformance.

This is the third or fourth time he has picked it, but he feels that eventually it has to break out. You are safer to wait for it to break out and confirm the uptrend.

(Top Pick Feb 27/15, Down 11.32%) He sold in the summer. He is not overly bearish, but he found better places for his money.

(A Top Pick Feb 27/15. Down 2.47%.) We are really in a market to protect, and not try to hit home runs. This company has done that. Has sold his holdings.

(Top Pick Dec 21/15, Down 4%) He has been waiting for it to break out. Military spending might be going up. It is outperforming. It was not damaged during the selloff. We wants to see it take out the highs.