CAE Inc.
These three leading industrial firms have moved up lately, even though tariffs will likely add to their costs. Those gains reflect the vital products and services these companies sell to niche markets.
All three also have solid long-term prospects and trade at attractive multiples to their earnings....
All three also have solid long-term prospects and trade at attractive multiples to their earnings....
TELUS CORP., $22.07, Toronto symbol T, is your #1 Income Buy for 2025.
The company is Canada’s largest wireless carrier with 13.88 million subscribers (including non-cellphone devices such as tablets). It also sells landline phone, Internet and TV services in B.C., Alberta and eastern Quebec.
Starting in 2011, Telus began rewarding its shareholders with twice yearly dividend increases....
The company is Canada’s largest wireless carrier with 13.88 million subscribers (including non-cellphone devices such as tablets). It also sells landline phone, Internet and TV services in B.C., Alberta and eastern Quebec.
Starting in 2011, Telus began rewarding its shareholders with twice yearly dividend increases....
The U.S. – Canada exchange rate does influence your gains (or losses). Here’s why that doesn’t matter. Keep reading for more.
FIRSTSERVICE CORP., $236.83, Toronto symbol FSV, is your #1 Aggressive Buy for 2025.
The company has two main businesses: FirstService Residential provides property management services, such as collecting monthly condominium maintenance fees, preparing financial statements, and providing on-site security and property cleaning/maintenance services; and FirstService Brands offers a wide variety of property management services through several franchised businesses, including Paul Davis Restoration, CertaPro Painters, California Closets, Post Home Inspectors, Floor Coverings International and College Pro Painters.
FirstService operates in a highly fragmented industry, so it tends to fuel its growth with acquisitions....
The company has two main businesses: FirstService Residential provides property management services, such as collecting monthly condominium maintenance fees, preparing financial statements, and providing on-site security and property cleaning/maintenance services; and FirstService Brands offers a wide variety of property management services through several franchised businesses, including Paul Davis Restoration, CertaPro Painters, California Closets, Post Home Inspectors, Floor Coverings International and College Pro Painters.
FirstService operates in a highly fragmented industry, so it tends to fuel its growth with acquisitions....
Both Bombardier and CAE remain vulnerable to changing tariff policies in the U.S. and other countries. Still, we prefer CAE for new buying given its broader geographic operations and higher revenue from services.
BOMBARDIER INC. is a hold. The company (Toronto symbols BBD.A $86 and BBD.B $86; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 98.4 million; Market cap: $8.5 billion; Price-to-sales ratio: 0.6; Dividend suspended in February 2015; TSINetwork Rating: Speculative; www.bombardier.com) now focuses solely on making private luxury and business jet planes following the January 2021 sale of its passenger railcar business to France’s Alstom SA.
The company has five production facilities: two in Canada (Toronto and Montreal); two in the U.S....
These three manufacturers operate plants across North America. That makes them vulnerable to rising input costs if the U.S. imposes a 25% tariff on imports from Canada and Mexico.
Despite tariff uncertainty, we still like the long-term prospects for CAE and Linamar....
Despite tariff uncertainty, we still like the long-term prospects for CAE and Linamar....
Activists have targeted these two companies as they plan to replace their long-serving CEOs. While that pressure has helped spur their shares, we feel CAE is the better choice for your new buying.
CAE INC. $35 is a buy. The company (Toronto symbol CAE; Manufacturing & Industry sector; Shares outstanding: 318.6 million; Market cap: $11.2 billion; Dividend suspended in March 2020; Takeover Target Rating: Medium; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft....
MOLSON COORS CANADA INC. is a hold. The company (Toronto symbols TPX.A $67 and TPX.B $74; Conservative Growth and Income Portfolios, Consumer sector; Shares outstanding: 215.7 million; Market cap: $15.4 billion; Price-to-sales ratio: 1.0; Dividend yield: 3.0%; TSINetwork Rating: Average; www.molsoncoors.com) is the world’s fifth-largest beer brewer....
CAE’s shares are down 11% since the start of 2024, while Bombardier has jumped 67%. Even so, we still feel CAE is a better choice for long-term gains due to its exposure to a wider range of clientele and types of aircraft.
CAE INC. $26 is still a buy. The company (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 318.1 million; Market cap: $8.3 billion; Price-to-sales ratio: 1.9; Dividend suspended in March 2020; TSINetwork Rating: Average; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft....
CAE INC. $26 is still a buy. The company (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 318.1 million; Market cap: $8.3 billion; Price-to-sales ratio: 1.9; Dividend suspended in March 2020; TSINetwork Rating: Average; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft....