cae

CAE has launched a restructuring plan aimed at streamlining its operations. These changes should help lift profits in the coming years, especially as the global airline industry continues to add pilots and support staff to keep pace with rising demand for air travel. At the same time, increasing defence spending by NATO countries should boost demand for the company’s military training services.


CAE INC. $39 is a buy. The company (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 321.8 million; Market cap: $12.6 billion; Price-to-sales ratio: 2.5; Dividend suspended in March 2020; TSINetwork Rating: Average; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft. It also operates pilot-training schools in over 40 countries.

Artificial intelligence (AI) is an example of an investment idea that could boost your investment returns or, more likely, end up costing you money. All in all, we think that the biggest, surest gains from AI will come from investing in established businesses that are already profitable and growing, and that can gain all the more by applying AI to their operations.

The U.S. – Canada exchange rate does influence your gains (or losses). Here’s why that doesn’t matter. Keep reading for more.

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....

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....

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....

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....

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....