Bombardier Inc (B) | StockChase
1465
Bombardier Inc (B) (BBD.B-T)

Last Price Recorded: $4.2600 on 2018-05-19

ON STOCKCHASE SINCE Oct 2000

transportation equip & components
1465
Bombardier Inc (B) (BBD.B-T)

Last Price Recorded: $4.2600 on 2018-05-19

ON STOCKCHASE SINCE Oct 2000

transportation equip & components

Bombardier Inc (B)


Signal Opinion Expert
DON'T BUY

The preferred shares were trading at a discount because of credit concerns, and that's abated with the Airbus deal and better sales recently. The governments have rescued this company so often. He wouldn't buy it. 

transportation equip & components

The preferred shares were trading at a discount because of credit concerns, and that's abated with the Airbus deal and better sales recently. The governments have rescued this company so often. He wouldn't buy it. 

transportation equip & components
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$4.260
Owned Owned
No

DON'T BUY

He wouldn’t own this. Poor execution. Bad customer service. A company that has not executed really well. Not a well run company. 

transportation equip & components

He wouldn’t own this. Poor execution. Bad customer service. A company that has not executed really well. Not a well run company. 

transportation equip & components
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$4.020
Owned Owned
Yes

COMMENT

Owned it on and off over the last five years. They seem to be gaining traction with the C Series. If they can get past tariff threats, they could "take off."

transportation equip & components

Owned it on and off over the last five years. They seem to be gaining traction with the C Series. If they can get past tariff threats, they could "take off."

transportation equip & components
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$3.680
Owned Owned
No

DON'T BUY

Never liked it, never liked the dual-class share structure. Management has abused shareholders and taxpayers. Airplanes are a tough business. BBD's big bets took a long time to pay off, but they didn't pay their shareholders accordingly. Look at Boeing instead, which offers better diversification.

transportation equip & components

Never liked it, never liked the dual-class share structure. Management has abused shareholders and taxpayers. Airplanes are a tough business. BBD's big bets took a long time to pay off, but they didn't pay their shareholders accordingly. Look at Boeing instead, which offers better diversification.

transportation equip & components
John O'Connell, CFA

Chairman and CEO, Davis Rea...

PricePrice
$3.660
Owned Owned
No

SELL

He says this company has negative equity of almost $6 billion – it has no balance sheet.  The current closing price does not mean much and it can move lower quickly. 

transportation equip & components

He says this company has negative equity of almost $6 billion – it has no balance sheet.  The current closing price does not mean much and it can move lower quickly. 

transportation equip & components
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$3.730
Owned Owned
No

DON'T BUY

Pays no dividend but did in the past.  They saw their fortunes turn around.  They are looking more positive going forward.  This is the part of the cycle when these companies tend to do very well and the valuation is reflecting this.  He would stay away from it because there is no dividend.  There may be a dividend in the future.

transportation equip & components

Pays no dividend but did in the past.  They saw their fortunes turn around.  They are looking more positive going forward.  This is the part of the cycle when these companies tend to do very well and the valuation is reflecting this.  He would stay away from it because there is no dividend.  There may be a dividend in the future.

transportation equip & components
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$3.710
Owned Owned
No

DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

February 26, 2018

The deal they did gave away half of the upside.  He is at a loss to give guidance.  You have resistance at the $5 range.

transportation equip & components

The deal they did gave away half of the upside.  He is at a loss to give guidance.  You have resistance at the $5 range.

transportation equip & components
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$4.070
Owned Owned
Unknown

COMMENT
Bombardier Inc (B)(BBD.B-T) 

February 20, 2018

Stock is turning around. Earnings were surprising to many last week. Aerospace operations, like the C-Series, are working well and general high levels of free cash flow. But the transportation side still has trouble as they lay off workers in Quebec. Still has lots of issues, but at these levels it's not a bad play.

transportation equip & components

Stock is turning around. Earnings were surprising to many last week. Aerospace operations, like the C-Series, are working well and general high levels of free cash flow. But the transportation side still has trouble as they lay off workers in Quebec. Still has lots of issues, but at these levels it's not a bad play.

transportation equip & components
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$3.920
Owned Owned
No

DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

February 12, 2018

A head-scratcher. Gets big contracts, but goes nowhere. Avoid it. It won't go much higher. Stuck in $2 range.

transportation equip & components

A head-scratcher. Gets big contracts, but goes nowhere. Avoid it. It won't go much higher. Stuck in $2 range.

transportation equip & components
Elliott Fishman

Director of U.S. and international equity trading, Trading Services Gro...

PricePrice
$3.220
Owned Owned
Unknown

PARTIAL BUY
Bombardier Inc (B)(BBD.B-T) 

January 26, 2018

He predicted the end of a 17-year downtrend about a year ago, and thinks that continues. A very messy stock. It is still risky, and he doesn't see any earnings until 2019. He’s becoming increasingly confident in their revenue story, and sees 16% compounded annual revenue growth over the next couple of years. Sees their balance sheet continuing to improve. He can see 17X 2019 for the first time in a long time. You could be nibbling at this in a taxable account.

transportation equip & components

He predicted the end of a 17-year downtrend about a year ago, and thinks that continues. A very messy stock. It is still risky, and he doesn't see any earnings until 2019. He’s becoming increasingly confident in their revenue story, and sees 16% compounded annual revenue growth over the next couple of years. Sees their balance sheet continuing to improve. He can see 17X 2019 for the first time in a long time. You could be nibbling at this in a taxable account.

transportation equip & components
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$3.540
Owned Owned
Unknown

COMMENT
Bombardier Inc (B)(BBD.B-T) 

December 29, 2017

Has never owned this as he feels it is too tied to the Québec government in many ways. The company has done a very poor job of executing in many of their products. The C series was supposed to be their premier product. Hopefully the deal with Airbus works out for them. Competition is pretty high in the sector. There are a lot of better ideas around that you can make money on.

transportation equip & components

Has never owned this as he feels it is too tied to the Québec government in many ways. The company has done a very poor job of executing in many of their products. The C series was supposed to be their premier product. Hopefully the deal with Airbus works out for them. Competition is pretty high in the sector. There are a lot of better ideas around that you can make money on.

transportation equip & components
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$3.030
Owned Owned
No

COMMENT
Bombardier Inc (B)(BBD.B-T) 

December 19, 2017

Impact of Boeing dispute decision to be announced tomorrow. It will move the stock a little bit but he can’t say on the outcome. Bombardier has said they would make planes in the States. If they didn’t have the relationship with Aribus, it would move the stock a lot more. Now that they have this relationship, it’s very difficult to say what's going to happen. Striking a partnership with Airbus has edged away some of their exposure.

transportation equip & components

Impact of Boeing dispute decision to be announced tomorrow. It will move the stock a little bit but he can’t say on the outcome. Bombardier has said they would make planes in the States. If they didn’t have the relationship with Aribus, it would move the stock a lot more. Now that they have this relationship, it’s very difficult to say what's going to happen. Striking a partnership with Airbus has edged away some of their exposure.

transportation equip & components
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$3.060
Owned Owned
Unknown

COMMENT
Bombardier Inc (B)(BBD.B-T) 

December 15, 2017

Thinks this has finally turned the corner. It is definitely risky. New management continues to deliver on goals and milestones. He believes that the sum of the parts valuation is at $3.75 and that the C series is worth another $.72. He is modelling 30% EBITDA growth 2017-2020, and it is trading at a reasonable valuation of 9.2, versus its peers of 11.6. A good risk/reward story.

transportation equip & components

Thinks this has finally turned the corner. It is definitely risky. New management continues to deliver on goals and milestones. He believes that the sum of the parts valuation is at $3.75 and that the C series is worth another $.72. He is modelling 30% EBITDA growth 2017-2020, and it is trading at a reasonable valuation of 9.2, versus its peers of 11.6. A good risk/reward story.

transportation equip & components
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$3.070
Owned Owned
Unknown

BUY
Bombardier Inc (B)(BBD.B-T) 

December 12, 2017

Next year will be better than the last.  The airbus deal creates quite a wholesome deal for them.  He bought a little personally thinking that it had somewhat turned a corner.  Today’s European rail car deal may not have very good margins, however.

transportation equip & components

Next year will be better than the last.  The airbus deal creates quite a wholesome deal for them.  He bought a little personally thinking that it had somewhat turned a corner.  Today’s European rail car deal may not have very good margins, however.

transportation equip & components
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$3.150
Owned Owned
Yes

COMMENT
Bombardier Inc (B)(BBD.B-T) 

December 8, 2017

He doesn’t think this is out of the woods yet. Canadian taxpayers have put so much money into this company. This has a lot of potential upside, but at the same time there are a lot of dangers with it.

transportation equip & components

He doesn’t think this is out of the woods yet. Canadian taxpayers have put so much money into this company. This has a lot of potential upside, but at the same time there are a lot of dangers with it.

transportation equip & components
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$3.190
Owned Owned
No

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