
TSE:BBD.B
This summary was created by AI, based on 15 opinions in the last 12 months.
Bombardier Inc (BBD.B-T) has garnered positive attention from experts, largely due to its impressive turnaround and focus on the aerospace and defense sectors. Analysts highlight the company's strong balance sheet, robust order growth, and expansion in the services division, which has shown significant year-over-year increases. Although concerns about capital intensity and economic sensitivity of private jets remain, many see promising catalysts such as government contracts and a growing international market. Some analysts indicate that while Bombardier has been performing well, the current valuation may suggest a cautious approach, recommending to trim positions rather than add to them, especially after substantial price increases. Overall, there's optimism for continued growth amid the evolving market landscape.
Kudos to the new management. They have great products. Over spent developing the C Series. Sale of Airbus will turn out positive. Transportation division is working well now. Close to introducing the premium business jet. Company is doing well. Stock has had a big bounce. Likes where the company is going but if they stumble, could fall. Wait for further good news.
He hasn't owned it for a long while though he started looking at it recently. Airbus takes over production of their new plane starting July 1, but how much juice is left in this deal with Bombardier? The train side is a great one for cash flow
(they get paid half the money upon signing a deal). That said, he's cautious. If you hold it, take some profits at $5 and more at $6.
He has been long on this name over the last year. There has been concerns about their model. He thinks it is going to grow a lot from here. Balance sheet continues to improve. Margins are improving. A story that has legs.