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?)
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?)
5i Research Answer:
We would say CAE's major competitors are other large aerospace/defense players who all...