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Prospects for all three of these companies from our Aggressive Growth Portfolio continue to improve, either through acquisitions or cost cuts. Still, each stock fell sharply in 2018 and will likely remain depressed in 2019.


Instead of selling, however, we continue to recommend investors hold their shares....

CAE recently raised its dividend for the eighth-straight year. While the stock yields just 1.5%, the company is in a strong position to keep raising that payment.


In fact, CAE now expects the number of active airline and business jet pilots worldwide to jump 47%, from 360,000 in 2018 to 530,000 by 2028.


The company is in a strong position to profit from that trend....

CAE INC. $27 (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 266.3 million; Market cap: $7.2 billion; Price-to-sales ratio: 2.4; Dividend yield: 1.5%; TSINetwork Rating: Average; www.cae.com) is the world’s largest maker of flight simulators for commercial airlines and military clients....

BOMBARDIER INC. (Toronto symbols BBD.A $4.63 and BBD.B $4.61; Aggressive Growth Portfolio, Manufacturing &Industry sector; Shares outstanding: 2.4 billion; Market cap: $11.1 billion; Price-to-sales ratio: 0.7; Dividend suspended in February 2015; TSINetwork Rating: Speculative; www.bombardier.com) is the world’s third-largest maker of commercial aircraft, after Boeing (No....

BOMBARDIER INC. (Toronto symbols BBD.A $4.20 and BBD.B $4.21; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 2.4 billion; Market cap: $10.1 billion; Price-to-sales ratio: 0.7; Dividend suspended in February 2015; TSINetwork Rating: Speculative; www.bombardier.com) is the world’s third-largest maker of commercial aircraft, after Boeing (No....

These four manufacturers operate in cyclical industries. That means their profits, and stock prices, tend to move up and down with the overall economy.

They also face other challenges. Those include uncertainty over the North American Free Trade Agreement (NAFTA) and the Trump administration’s plan to impose tariffs on imports of steel and aluminum.

However, each of the four companies is a well-established market leader, which helps cut its risks....

The outlook for the global aerospace industry is bright, as an expanding middle class lifts demand for air travel. We feel the best way to profit from that trend is with companies that provide vital support services to airlines, such as CAE, instead of aircraft makers like Bombardier.

CAE INC....

These three stocks have moved sharply lower in the past few years. In Bombardier’s case, the drop is mainly due to the heavy costs to develop its new CSeries plane; for Black- Berry, it quit making smartphones due to intense competition from Apple’s iPhone and Android-powered devices; and lower oil prices have hurt Pengrowth’s cash flow as it expands key projects and pays down debt....

BOMBARDIER INC. (Toronto symbols BBD.A $2.40 and BBD.B $2.34; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 1.7 billion; Market cap: $4.1 billion; Price-to-sales ratio: 0.3; Dividend suspended in February 2015; TSINetwork Rating: Speculative; www.bombardier.com) is the world’s third-largest maker of commercial aircraft, after Boeing (No.1) and Airbus (No....

The Successful Investor

BLACKBERRY LTD., $11.52, Toronto symbol BB, provides wireless communication services, mainly to businesses and government agencies.


The stock jumped 12% this week after an arbitrator awarded the company $814.9 million U.S....