Q: I am wondering what Canadian companies are poised to benefit from an increase in spending on armaments by Western governments, in response to rising tensions across the world. Mining stocks could be of interest, but I'm mainly wondering about manufacturing companies.
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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: Why is CAE struggling. With a large backlog and with little competition in its sector shouldn't it be profitable? Is there a management problem? Where do you see it going in the future? Buy or sell?
As well, what is your opinion of ATS going forward?
Thanks for your continued expertise Stephen
As well, what is your opinion of ATS going forward?
Thanks for your continued expertise Stephen
Q: Looking to deploy some cash and I'm considering either CAE or Open Text in light of their recent share price declines.
Which one of the two would you consider to have the most potential for share price appreciation over the next 3-5 years, and why?
Appreciate your thoughts, Rick
Which one of the two would you consider to have the most potential for share price appreciation over the next 3-5 years, and why?
Appreciate your thoughts, Rick
Q: Thoughts on quarter please. Have owned for just over 5 years and sitting at a loss, losing patience. Thx
- Park Lawn Corporation (PLC)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Northland Power Inc. (NPI)
- Lundin Mining Corporation (LUN)
- Barrick Gold Corporation (ABX)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Pan American Silver Corp. (PAAS)
- Savaria Corporation (SIS)
- B2Gold Corp. (BTO)
- BMO Equal Weight REITs Index ETF (ZRE)
- Kulicke and Soffa Industries Inc. (KLIC)
- JD.com Inc. (JD)
- Nutrien Ltd. (NTR)
- Troilus Gold Corp. (TLG)
- iShares MSCI South Korea ETF (EWY)
- Kering ADR (PPRUY)
- Nuvei Corporation (NVEI)
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Q: I have be considering swapping CAE for BDGI. Badger is widely exposed across the US while CAE seems to be slow getting traction at a time when business should be good.
What are your thoughts on these companies and their potential growth.
Thanks for the great service
What are your thoughts on these companies and their potential growth.
Thanks for the great service
Q: If you had to choose just one of these companies to invest in, which one would you choose today? Would you still give a B+ rating to CAE? Thank you
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Boyd Group Services Inc. (BYD)
Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane
Thank you, Shane
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,
Andrew
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,
Andrew
Q: Hi,
I don’t usually care on daily stock moves. But today, in a generally positive market, BBD and CAE , in the same sector, were both down close to 5%. Any news or analyst comments I missed ?
I don’t usually care on daily stock moves. But today, in a generally positive market, BBD and CAE , in the same sector, were both down close to 5%. Any news or analyst comments I missed ?
Q: what do you think of cae's recent quarter. How do you view the stock going forward. I am a long time holder and wondering if I hold or move on? Thanks Stephen
Q: Hi 5i
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks
Without significant momentum and a lack of a reinstated dividend what catalyst could come along to make CAE a good long term hold or buy?
Is there a good reason why this is still dividend-less ?
Thanks
Q: Would you trade CAE for TIH?
Q: I have owned CAE for a few years now, and it's been kind of a dog to say the least. What did you think of their earnings?
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- TMX Group Limited (X)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
- EQB Inc. (EQB)
Q: Hello 5i team,
I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.
I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.
- Canadian National Railway Company (CNR)
- CAE Inc. (CAE)
- Russel Metals Inc. (RUS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
Q: I am looking for a replacement for cae in the industrials. Already own wsp, mg, tfi. Also can you give me 3 or 4 solid companies with little dept and low valuations.
Thanks Steve
Thanks Steve
- Cisco Systems Inc. (CSCO)
- Hasbro Inc. (HAS)
- Salesforce Inc. (CRM)
- The Walt Disney Company (DIS)
- CAE Inc. (CAE)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Atlassian Corporation (TEAM)
- Generac Holdlings Inc. (GNRC)
- Crocs Inc. (CROX)
- Converge Technology Solutions Corp. (CTS)
- Ciena Corporation (CIEN)
- Charter Communications Inc. (CHTR)
- FNF Group of Fidelity National Financial Inc. (FNF)
- YETI Holdings Inc. (YETI)
- BioNTech SE (BNTX)
Q: Hello 5i Team,
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Thanks in advance for your always helpful advice!
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Thanks in advance for your always helpful advice!
Q: Would you consider now a good time to purchase CAE?
Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K
THANKS. Pat K
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?