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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter recommended CAE on BNN partly because of a large backlog of work which includes upcoming training on Boeing's 737MAX. I don't believe that Boeing has been completely forthcoming about the issues regarding this plane but we do know that there is a design problem which created a structural deficiency, and that they tried to overcome this with a computerized fix. That fix didn't work and the plane will have been out of service for at least 15 months. Evidence that has been made public is not comforting.
My question is; how much of CAE's backlog is related to the 737MAX? What effect would further delays or cancellation have on the financial results of CAE?
As always, thanks for your insight.
Ian
Read Answer Asked by Ian on January 27, 2020
Q: Good morning,
What are the advantages/disadvantages in owning CCL.A voting shares versus CCL.B non voting shares? What is your preference?
Thank you,
Patrick
Read Answer Asked by Patrick on January 27, 2020
Q: It looks to me that SHOP is a bubble. I have no doubt that it has a great potential, but I do not see how I can justify the actual valuation. If I assume a 30 % annual sales growth, a 30 % net profit in the future and a valuation at 30 times the EPS, it would take 7 years to justify the actual valuation. Please correct me if I am off the track. Thanks.
Read Answer Asked by Jean-Pierre on January 27, 2020
Q: In your reply to Robert on Jan 10 you mentioned a delay in returning 737MAX to service could be negative in the short term for CAE. I was going to hold off purchasing in the event of a pullback. Does the recent Boeing recommendation that pilots be trained only on the newer, scarcer simulator change your short-term outlook?
Read Answer Asked by Warren on January 27, 2020
Q: Closely follow your balanced portfolio Have money to put in tfsa. I am a little light in these stocks.
Which of these do you like best for growth in the next few years.
Are there other options in that portfolio that you are expecting to show good growth? T as always steve
Read Answer Asked by Stephen on January 27, 2020
Q: LSPD is a medium sized cap stock, less than $10 billon in market value. In general terms what does that mean for investment managers like: market size, investment strategies, company sector categories etc. When it gets to be a large cap stock, greater than $10 billon market cap, what does that mean for investment managers. Will more managers be buying the the stock to get their sector quota or and will it be followed by international investment firms etc,

Clayton
Read Answer Asked by Clayton on January 24, 2020
Q: I own Boyd and BAM but I'm also interest in your thoughts on GDI? I also ownTelus, RY, ENB,AQN, BIP.un, ZLU, and TRP. I'm wondering if you think I should lighten up on these safe income stocks and go for more growth with GDI? As someone who is bad at volatility, I'm impressed with GDI's low BETA. Comments?
Read Answer Asked by Graeme on January 24, 2020
Q: I will admit to being mildly nervous about SHOPs rate of growth over the past couple of months. I'm now more than 300% over my PP. As it recently broke through $500 CAD/share ... and now, $600 CAD/share ... I'm feeling pressured to keep trimming to 5% of my portfolio. Is this merely an analogue of the CSU "story" (whose stock price, incidentally, appears to be moving into "new territory")? I'm curious to know your thoughts about these developments. Thanks.
Read Answer Asked by RANDALL on January 23, 2020
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