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
DON'T BUY
Doesn’t like stock. Profit margins are too thin and they will get crowed out. Hold bonds and preferred.
COMMENT
Have a delivery date for their C series airplanes and he expects a lot of sales for them over the next 10 years. Trains are doing well but he'd like to see them both hitting on all burners.
DON'T BUY
High Yield Bond so there is a little more risk attached to them. BB rated indicating the cash flows are volatile and uncertain. The bad news today certainly didn't help them. Expect the aerospace sector is going to be very challenging over the next couple of years. Rail side would be little more bullish. Not too big to fail.
HOLD
Seasonality usually starts around March and continues through until mid-July when the Paris and Farnborough air shows are on. Recently stock has not been acting very well but starting to see indications of support. You may want to get out prior to the actual shows themselves.
WAIT
Likes it, but until we see the C-7 there will be a cloud overhanging them. The rail contracts are a very low margin business. It’s on his watch list.
SELL
Pretty good trend line and then it broke it. You could see $4.30. You may have to live with some volatility. There may be some better places for that infrastructure play.
BUY
3 parts. Regional jets, which competes with Embraer of Brazil. Includes the new C series jet and expect they will end up with a big contract. Business jets took a hit but the cycle will probably be turning in his very profitable. Trains are doing very well. A lot of earning power may take a while.
DON'T BUY
Despite all the good news the company keeps issuing, the fair market value and earnings forecasts keep slipping. Trading at a very critical juncture of $5-$5.50 and if it goes through there, there could be another 25% on the downside.
BUY
He owns the preferreds. The rail side is doing quite well, margins are rising. Aircraft side is waiting for the economy to turn around.
TOP PICK
Pulled back after the aerospace business disappointed making it an opportunity. Transportation side still delivers very good margin improvement. Extremely good backlog. Could get as high as $6.50.
DON'T BUY
Glory days of 1990s are gone and not coming back. Rail revenues are low margins and difficult to raise because it is usually state run railway companies they deal with. This represents 50% of overall revenues. Airline side is cyclical. C series is a positive development and they have orders for 90 of them but not enough to justify long-term growth.
DON'T BUY
Trains and planes business has been better recently. They keep announcing some really good contracts. Very thin margins on train contracts. Preferred shares are attractive and he owns some of their debt.
BUY
Solid company that has had an incredible turnaround in the last 10 years. Best way to play the secular theme of passenger train business.
HOLD
Have been making some pretty spectacular deals over the last couple of months. Not a bad longer-term buy. If it got near $7-$8 he would start edging out of the stock.
BUY
Over long term there will be upside. He owned last year so he took profits. It’s grown its earnings but the stock has not done as well, so now might be the perfect time to buy it.
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