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5i Report

Review of CAE Inc

NOV 30, 2021 - After a rough year, CAE, as the world’s largest provider of civil aviation training services, ultimately appears to be in an excellent position to benefit from the multiyear cyclical market recovery that is currently under way. Rating maintained at ‘B+’

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Q: Hello 5i team,
You mentioned in a question about the balance portfolio that some equities are on watch based on their slow or bad performance. One of these was CAE. It has been in a negative momentum decline since early 2021.

What are your thoughts about continuing to hold this stock going into 2024? It has a pretty decent backlog but will most if it come to fruition?

Thank You,
Read Answer Asked by Andrew on November 30, 2023
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