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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: Sir:
In reviewing the trust holdings for Grandchildren, I noticed that these previous darlings of 5i are all on life support. So , going forward, what are your recommendations? Thanks- Jim
Read Answer Asked by James on August 08, 2024
Q: I bought this stock, because I thought there was a pent-up demand for new pilots. I have lost 10 -15%, since I bought it, now for the last couple of years it has gone no where, but sideways. So, is there actually a shortage of pilots?
Also, what is the forecast for the remainder of this year and next year. I am seriously thinking of selling. Now I am looking for your advice as to whether to sell this stock or keep it.
Thank you
Earl
Read Answer Asked by Earl on July 29, 2024
Q: Who would you consider to be CAE's major competitors - does CAE still have a fairly wide moat or is this no longer the case ? What mistakes do you feel were made to bring the company to this point and do you consider management to be competent and capable of turning the company around ?
Going from a B+ rating to out of the portfolio was a bit of a surprise . (there is a yield showing on portfolio info chart - old news or did I miss some new news?)
Read Answer Asked by Alexandra on June 03, 2024
Q: Good morning Peter,

By now you would have read the Company’s pre earnings release after market close yesterday. Based on guidance, would it be correct to say that this stock will likely get punished today and will be some time before it shakes off the defense issues to the tune of 1 year in the penalty box. Is this a case of the company not realizing what it was getting into when it bought L3H? And is it dead money for the next year or so?

Thx, K
Read Answer Asked by Kelly on May 22, 2024
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.
Read Answer Asked by William on February 28, 2024
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
Read Answer Asked by Stephen on February 21, 2024
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
Read Answer Asked by Richard on February 16, 2024
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…
Read Answer Asked by James on February 05, 2024
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
Read Answer Asked by Clarence on January 19, 2024
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
Read Answer Asked by Shane on January 08, 2024
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
Read Answer Asked by Andrew on November 30, 2023
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 ?
Read Answer Asked by Denise on November 30, 2023
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.
Read Answer Asked by Lin on August 02, 2023
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