TSE:BBD.B

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

321.74
+1.17 (0.36%)
as of Sep 29, 2026, 5:09:26 pm Market Open.
385 watching
0
HOLD
Good company that serves the world markets. Continually doing well on the rail side and expects to see more and more on the rail side. It is the private jets that will it give it a lift. Demand for private jets will continue to grow, particularly in Asia.
BUY
Thinks there's a new cycle in the aerospace industry where we are going to start to move up. Earnings beat estimates. Yield of about 1.5%.
PAST TOP PICK
(A Top Pick April 12/10. Up 27.4%.) Still buying. Outlook for aerospace business is looking like it is getting better and the transportation is also very strong.
DON'T BUY
Signing incredibly strong contracts on the transportation side. Aerospace side is starting to see a turnaround. Business jets inventory is starting to get worked down. Making a significant investment in their C series to compete against Boeing and Airbus. An ambitious goal. Wait to see better orders on the C series.
DON'T BUY
Recently came out with some fantastic earnings and had a huge pop but from a seasonal perspective, he would be looking at it as economically sensitive.
TOP PICK
Love the prospects. You get the train business for free and the aerospace business is booming.
WEAK BUY
Half aerospace and half transportation. A good company and will do well over the next 5 years. Aerospace is starting to ramp up. The transportation side is not high margin. She prefers Boeing. Doesn’t think dividend will increase over the next couple of years. You need to see more ‘C’ series orders.
COMMENT
Large CapX in their aerospace division, particularly in the C Series jets. Facilities both in Belfast and China. Doesn’t expect a dividend hike until there are significant orders on their C Series. Book to Bill orders has been dwindling on this jet. Transportation side is going very well.
DON'T BUY
Used to have terrible balance sheet problems. They’ve always had a lot of debt. Dual class structure means that only family has the vote.
WAIT
Until C-7 series issue is resolved, he is waiting. It is going to do nothing until then. They need to announce a big contract with someone on the C-series.
COMMENT
Just got a large plane order (50 business jets with options for another 70) from Net Jet in the US. Stock was depressed last year because they didn’t sell as many jets as had been expected. A lot of analysts have an $8 target for the stock. Multiples are too high for him but he does own some of their preferreds. If you are a long-term holder you could Buy.
HOLD
Short term (3-6 mo.) It looks a little bit over extended and could pull back. Early ’10 high was a resistance level, which we are approximately at. It could just means it stays here for some time, rather than pull back.
DON'T BUY
Had a very good run and is fully priced. Likes the transportation business with infrastructure on subways, trains, etc. Not positive on the aerospace side which is quite volatile.
BUY
Industrial is a cyclical space where you probably want to be if you feel the economic recovery is going to continue. Still has strong long-term annual earnings growth forecasts at about 20%+. Corporate jets are probably a little later in the cycle. Increasing focus into emerging markets is a positive sign. Good for a 2-3 year outlook.
BUY
Owns through preferred shares primarily. Yield while he waits. Well managed. Bet on regional jets and can they compete against Boeing and the Airbus with the ‘C’ series. Corporate jets are coming back quite nicely. There is talk of Boeing and Airbus discounting the ‘C’ series category of jets.
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