TSE:BBD.B

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

321.51
+0.94 (0.29%)
as of Sep 29, 2026, 4:30:46 pm Market Open.
385 watching
0
TOP PICK
'C' series is a huge question and burning through a lot of cash. Need to get economies of scale. Had much more debt and much worse position a several years ago. Leader in transportation field and we have a dividend.
DON'T BUY
Transportation business is doing just fine. Aerospace has been slower going and he would like to see a lot more orders. In the regional jet business, the orders have really fallen off. Business jets have been doing pretty well but the recovery from 2008 has been as strong as expected. Dividend is probably sustainable.
BUY
(Market Call Minute.) They're going to get the order from West Jet for its new regional airline. Also it is selling more business jets which are profitable.
DON'T BUY
(Market Call Minute.) Highly leveraged. Dividend yield is the same as Boeing (BA-N), which is a little more expensive but a much stronger balance sheet and we preferred the US exposure to this one.
COMMENT
There is still a lot of concern about the air side of the business. They seem to be making sales. It might get back to the $6 range. Good company and they are making progress.
TOP PICK
Has being beaten up beyond where it should be. Trading at 8X rather than 12X where it should be. Also thinks China is going to open up for them. Chinese have reached a point where they are going to start traveling a lot and will need a lot of planes. The smaller regional jet is perfect for a lot of markets.
DON'T BUY
Half of this is transportation such as big railcars and a lot of this business is in Europe. Also this tends to be lower margin. The other half is aerospace for business jets and commercial jets. There hasn't been enough C series orders coming through. Like to see more orders coming through.
DON'T BUY
Likes companies where each shareholder gets a vote, but this is a dual class company and so disqualifies the stock for him. Very cyclical business, not terribly well capitalized but they will survive.
WEAK BUY
China might buy part of business and stock is up. It is a bet on recovery on airline business.
HOLD
Chart shows a low in 05 followed by a higher low in 09 and another one in 2011. This is an upward trending channel. Trying to break out. If you believe the recovery is real, you can Buy. Has to reach $5 to really get it going.
WAIT
C-series ins in the high risk period as they try to pricing it into production. She wants to wait until it all unfolds before buying.
RISKY
Down and dirty. For contrarian portfolio, this could be an important component. Have mighty rail contracts with thin margin and occasionally executive jets and then the larger jets.
TOP PICK
The big fundamental story with this is that you are getting the rail side and the aerospace is just thrown in for free. Like the industrial space. A Canadian multi national that has global exposure.
DON'T BUY
Balance sheet has always had too much debt for his liking. The big wonder has been on the wonderful contracts of all the planes and trains were going to be able to sell to China, but the fact is, that in the joint venture that they have, the Chinese get a pretty good deal. Doesn't see a lot of contracts for planes and trains in Europe.
DON'T BUY
Had quite a downturn from $7, all the way down to $3. There was encouraging news today and the stock a nice little rally. You want to see it develop a bit before buying. Will probably trade in the $3.80 to $4.25 level for the next couple of months. If they can break about that, it will move slowly to the $4.50-$4.60 level. He would look for other stocks.
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