Bombardier Inc (B) (BBD.B.TO)

The working capital might be a bit of a drag but the balance sheet is good with good de-leveraging, free cash flow and market expansion. It looks like earnings per share could be 35% compounded annually to 2027. There might be some M&A in 2025. It is not expensive and doesn't get the respect it deserves.

Business jet segment looks great. Financials are getting better. On his watchlist. Secular trend behind business jets is positive. In industrials, his focus has been more on defense -- he owns HWM, GD, and environmental services.

Story's substantially better than it was. He's not prepared to recommend selling or buying. Global, leading business. 

Chart shows a rounded bottom, and then it broke out past the older neckline, so that's bullish. If it pulls back anywhere near the neckline, could be a great time to buy. Probably won't get back to $75. Parabolic moves are usually settled either by consolidation or by a pullback. Then, eventually, it'll probably move up again.

Great company that owns shares in. Has been a previous "Top Pick". Recent company turn around excellent for investors. Prior business model and management teams appear to have changed their stripes. A good time to invest right now given cheap shares. New projects are expected to generate profits, unlike the past 10 years. Private aviation has a lot of opportunity.  

Doesn't own shares. Hard to predict business. Capital intensive business that hasn't performed. Would wait to buy. 

Had a big jump this year and is at a good price. It is in a flag formation, consolidating in a tight range. If it dropped below $78 it could go down another $10.

Believes current share price is presenting value. New management team has slimmed down products and focus. High visibility path to generating cash flow and profits. $15 Billion order backlog is good for the business. New technology is presenting opportunity for company to evolve and provide new products. After market parts and special purpose machines also very profitable for the company. 

Absolutely. Huge multi-year base, and it's just broken out. Ranked #2 in Canada right now on relative strength.

Expecting share price to rise. Under owned by investors. Turnaround story by management. Free cash flow and higher margins. Expecting stock buybacks and dividend growth. Would recommend small position in portfolio. 

Does not own shares. Is attractive business - demand for business jets is high. Doing great job growing earnings. Would recommend buying shares. 

Likes it, going higher. People still don't like it because of too many painful memories. Management has changed and is doing well, great growth rates. Cheap relative to peers and on PE. Whippy. He's read estimates of $180 in 5 years.

Operations and marketing are being done well. However the business jet market is slowing down. It has high debt.

A horrible loser for 20 years. New strategy to get into a very narrow market is working well. Disappointed last quarter on free cashflow and margins, stock came down quite a bit. At 5.9x, trades at half the valuation of peers. PE is 6x 2025 numbers. Growing at 34%. A risky name.

Solid progress in supply chain management. Great with debt repayment. Solid order activity. Transformed themselves. Sold off on macro concerns of pre-owned inventory, this is overdone. He models 46% EPS growth, trading under 10x. Under-owned. Attractive here.