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    Tim James • TD Securities

    Tim James's questions to CAE Inc (CAE) leadership

    Tim James's questions to CAE Inc (CAE) leadership • Q1 2026

    Question

    Tim James from TD Cowen asked about the trend towards fleet and fractional operators in business aviation and what CAE is doing strategically to capitalize on it.

    Answer

    CEO Marc Parent highlighted the full acquisition of SimCom as a key strategic move, which secured training exclusivity with major fractional operator Flexjet. He explained that CAE's airline-style training capabilities are precisely what large fractional operators require, positioning the company very well to serve this growing market segment and the demand for large-cabin jet training.

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    Tim James's questions to CAE Inc (CAE) leadership • Q4 2025

    Question

    Tim James asked about the potential opportunities for CAE resulting from the Canadian government's plan to nearly double its annual defense spending by 2032, given CAE's already strong position in the country.

    Answer

    President and CEO Marc Parent expressed high confidence that the increased spending will drive significant growth for CAE. He emphasized that as a designated 'strategic partner' to the Canadian government, CAE expects to receive a 'disproportionate share' of the new opportunities, as all new military platforms—from aircraft to ships—require extensive training, which is CAE's core competency.

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    Tim James's questions to FirstService Corp (FSV) leadership

    Tim James's questions to FirstService Corp (FSV) leadership • Q4 2024

    Question

    Tim James from TD Securities requested details on recent residential contract wins in Texas, Toronto, and Chicago, and asked about the competitive implications of the changing insurance landscape for the restoration business.

    Answer

    D. Patterson (executive) noted that the recent significant contract wins were predominantly in the high-rise category, a key area of expertise for the company. Regarding the insurance landscape, he stated it's not clear if there's a specific competitive advantage, but the company's scale and capital allow it to be nimble and invest in marketing to target customers in high-risk areas as needed.

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