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CAE Inc. (CAE $39.46)
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Exchange Income Corporation (EIF $72.53)
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Magellan Aerospace Corporation (MAL $16.26)
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Calian Group Ltd. (CGY $48.90)
EIF and CGY comments have been posted.
EIF is a bit different here as it is more income focused. But momentum is very solid, the dividend payout is low and we like it and CAE best. CAE has a very strong market share position and a decent moat.
MAL's quarter missed estimates across all metrics. The stock has had a big run and this will take some of the glow off. It is also more expensive than CGY.
CAE EPS beat estimates by 4%, and sales missed by 2%. Civil aviation was weaker than expected but the defense segment has very good potential. Some of the miss was not really the company's fault: related to supply chain issues and uncertainty over tariffs/economy. Some other recent comments are here.