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.
More at Wikipedia

Analysis and Opinions about CAE-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 26, 2016

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.

CAE Inc (CAE-T)
April 26, 2016

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.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$14.840
Owned
No
COMMENT
COMMENT
April 12, 2016

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.

CAE Inc (CAE-T)
April 12, 2016

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.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$14.550
Owned
Unknown
TOP PICK
TOP PICK
March 24, 2016

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.

CAE Inc (CAE-T)
March 24, 2016

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.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$14.950
Owned
No
PAST TOP PICK
PAST TOP PICK
February 11, 2016

(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.

CAE Inc (CAE-T)
February 11, 2016

(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.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$13.600
Owned
No
PAST TOP PICK
PAST TOP PICK
January 29, 2016

(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.

CAE Inc (CAE-T)
January 29, 2016

(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.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$14.630
Owned
No
TOP PICK
TOP PICK
January 25, 2016

(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.

CAE Inc (CAE-T)
January 25, 2016

(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.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$14.840
Owned
Yes
TOP PICK
TOP PICK
December 29, 2015

(The background of the 3 top picks is that they are dividend paying stocks.) This is cheap. Trading at 9.6X enterprise value to EBITDA. Earnings are forecast to grow at 12% both this year and next. Free cash flow yield of 3.3%, up 125% year-over-year. 14% ROE is forecasted. Dividend yield of 1.94%.

CAE Inc (CAE-T)
December 29, 2015

(The background of the 3 top picks is that they are dividend paying stocks.) This is cheap. Trading at 9.6X enterprise value to EBITDA. Earnings are forecast to grow at 12% both this year and next. Free cash flow yield of 3.3%, up 125% year-over-year. 14% ROE is forecasted. Dividend yield of 1.94%.

Robert McWhirter
President, Selective Asset Management
Price
$15.450
Owned
Yes
TOP PICK
TOP PICK
December 21, 2015

(Top Pick Jan 6/15, Up 4.34%) He favours the industrial and aerospace sectors. $15.75 will be a break out if it does so on good volume. He sees more military spending and they are the beneficiary of that. It is one of Canada’s few choices in defense. It is outperforming the TSX and is the start of a trend that is going to last.

CAE Inc (CAE-T)
December 21, 2015

(Top Pick Jan 6/15, Up 4.34%) He favours the industrial and aerospace sectors. $15.75 will be a break out if it does so on good volume. He sees more military spending and they are the beneficiary of that. It is one of Canada’s few choices in defense. It is outperforming the TSX and is the start of a trend that is going to last.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$15.510
Owned
Yes
WATCH
WATCH
November 30, 2015

Moves higher from Oct to May of each year. We saw it try to bottom but there is a big zone of resistance right now. If it breaks it, it is positioned for a recovery.

CAE Inc (CAE-T)
November 30, 2015

Moves higher from Oct to May of each year. We saw it try to bottom but there is a big zone of resistance right now. If it breaks it, it is positioned for a recovery.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$15.160
Owned
Unknown
TOP PICK
TOP PICK
November 13, 2015

In the recent quarter they did very well on the civil side, which surprised everyone. Well positioned to take advantage of the increase in new jets that are going to be sold, whether commercial or military. Selling at reasonably good multiples. Dividend yield of 2.11%.

CAE Inc (CAE-T)
November 13, 2015

In the recent quarter they did very well on the civil side, which surprised everyone. Well positioned to take advantage of the increase in new jets that are going to be sold, whether commercial or military. Selling at reasonably good multiples. Dividend yield of 2.11%.

Michael Sprung
President, Sprung Investment Management
Price
$14.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 29, 2015

(Top Pick Feb 27/15, Down 0.79%) He sold because it fell below others on his ranking based on his specific criteria.

CAE Inc (CAE-T)
October 29, 2015

(Top Pick Feb 27/15, Down 0.79%) He sold because it fell below others on his ranking based on his specific criteria.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$14.730
Owned
No
TOP PICK
TOP PICK
October 16, 2015

$3.9 billion market cap with $280 million in cash. Pays a 2% dividend. Has a 3% free cash flow yield and 13% ROE. Trading at 9.5X EBITDA. Has a year over year EBITDA growth of 13%. A sleep at night stock. Earnings growth is expected to be 13% this year and next. Just announced $300 million in new contracts on the flight simulation side.

CAE Inc (CAE-T)
October 16, 2015

$3.9 billion market cap with $280 million in cash. Pays a 2% dividend. Has a 3% free cash flow yield and 13% ROE. Trading at 9.5X EBITDA. Has a year over year EBITDA growth of 13%. A sleep at night stock. Earnings growth is expected to be 13% this year and next. Just announced $300 million in new contracts on the flight simulation side.

Robert McWhirter
President, Selective Asset Management
Price
$14.280
Owned
No
PAST TOP PICK
PAST TOP PICK
August 6, 2015

(Top Pick Sep 26/14, Up 12.12%) He is disappointed but would still hold it. He wanted a decisive breakout but it did not. Until it is extremely popular he will hold on to it.

CAE Inc (CAE-T)
August 6, 2015

(Top Pick Sep 26/14, Up 12.12%) He is disappointed but would still hold it. He wanted a decisive breakout but it did not. Until it is extremely popular he will hold on to it.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$14.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 29, 2015

(A Top Pick July 28/14. Up 6.7%.) This was a Top Pick again for him recently. They recently announced they were selling their mining business, a very small part of their business. He thinks they are going to stick with the avionics and health care side of the business for the time being. Has always been an extremely well-managed company and is very well positioned in the aeronautical industry. As economies globally, they’re going to be more airlines and more pilots needing training. They will also benefit from any increase in military spending.

CAE Inc (CAE-T)
July 29, 2015

(A Top Pick July 28/14. Up 6.7%.) This was a Top Pick again for him recently. They recently announced they were selling their mining business, a very small part of their business. He thinks they are going to stick with the avionics and health care side of the business for the time being. Has always been an extremely well-managed company and is very well positioned in the aeronautical industry. As economies globally, they’re going to be more airlines and more pilots needing training. They will also benefit from any increase in military spending.

Michael Sprung
President, Sprung Investment Management
Price
$14.770
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 6, 2015

(A Top Pick May 22/15. Down 2.3%.) Aerospace is one of his favourite themes. This company has been trying to break out of a series of highs of a little over $15. Every time it tries to break out, it gets smacked down again. A very frustrating stock. Still a Hold if you own.

CAE Inc (CAE-T)
July 6, 2015

(A Top Pick May 22/15. Down 2.3%.) Aerospace is one of his favourite themes. This company has been trying to break out of a series of highs of a little over $15. Every time it tries to break out, it gets smacked down again. A very frustrating stock. Still a Hold if you own.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$14.820
Owned
Yes
Showing 61 to 75 of 662 entries