Q: Can you please comment on CAE latest earnings released today. Was there anything of particular interest to note from the call the call (either good or bad)? What is your view of this company after this latest report (buy/add, hold, sell, or trim like you did with model portfolio)? Are there other names in Canada or in the USA you prefer and would recommend over CAE?
5i Research Answer:
We have comments on CAE posted now; we think a small weighting still makes sense. TITN and PSTG are different but we like their growth profiles a bit better.