TSE:CAE

18.61
0.77 (3.97%)
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
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.

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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.

SELL
SELL
July 11, 2016

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

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CAE Inc (CAE-T)
July 11, 2016

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

John Kim

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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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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%.

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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%.

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.

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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.

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