Bombardier Inc (B) | StockChase
1458
Bombardier Inc (B) (BBD.B-T)

Last Price Recorded: $3.8500 on 2018-02-22

ON STOCKCHASE SINCE Oct 2000

transportation equip & components
1458
Bombardier Inc (B) (BBD.B-T)

Last Price Recorded: $3.8500 on 2018-02-22

ON STOCKCHASE SINCE Oct 2000

transportation equip & components

Bombardier Inc (B)


Signal Opinion Expert
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

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

December 5, 2017

He tried to navigate this back in 2013-2014 unsuccessfully. It has had a very good move in the last little while. There are too many other cleaner, less headachy names. Too many moving parts for him.

transportation equip & components

He tried to navigate this back in 2013-2014 unsuccessfully. It has had a very good move in the last little while. There are too many other cleaner, less headachy names. Too many moving parts for him.

transportation equip & components
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$3.170
Owned Owned
No

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

November 27, 2017

They just sold half the company for a song.  He now classifies it as a speculative company.  The chart suggests it is recovering.  Resistance is at about $4.  Analysts’ targets are all over the map.  Analysts are suggesting on average about 10% higher a year out. 

transportation equip & components

They just sold half the company for a song.  He now classifies it as a speculative company.  The chart suggests it is recovering.  Resistance is at about $4.  Analysts’ targets are all over the map.  Analysts are suggesting on average about 10% higher a year out. 

transportation equip & components
Larry Berman CFA, CMT, CTA

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

PricePrice
$3.070
Owned Owned
Unknown

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

November 24, 2017

The street seems to have gotten more constructive on this. He would worry about the $10 billion debt, which is debt to EBITDA of 9X. A very capital intensive business, which is very troublesome. They seem to have been given a breather by the Airbus deal they did a couple of weeks ago. If they can survive the onslaught that is happening in their train division, things will be fine, but at this price he would not be a buyer.

transportation equip & components

The street seems to have gotten more constructive on this. He would worry about the $10 billion debt, which is debt to EBITDA of 9X. A very capital intensive business, which is very troublesome. They seem to have been given a breather by the Airbus deal they did a couple of weeks ago. If they can survive the onslaught that is happening in their train division, things will be fine, but at this price he would not be a buyer.

transportation equip & components
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$3.090
Owned Owned
No

TOP PICK
Bombardier Inc (B)(BBD.B-T) 

November 17, 2017

There is an amazing saga of the great bully Boeing (BA-N) trying to crush the situation, but it appears to have reversed on them somewhat. Great technology. Everybody is bored stiff with the delays on this brilliant plane. Now you have the great strength of the Airbus to carry on through. Thinks you are going to see deal after deal on the world stage. (Analysts’ price target is $3.50.)

transportation equip & components

There is an amazing saga of the great bully Boeing (BA-N) trying to crush the situation, but it appears to have reversed on them somewhat. Great technology. Everybody is bored stiff with the delays on this brilliant plane. Now you have the great strength of the Airbus to carry on through. Thinks you are going to see deal after deal on the world stage. (Analysts’ price target is $3.50.)

transportation equip & components
Michael Smedley

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

PricePrice
$3.100
Owned Owned
Yes

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

November 2, 2017

Airbus bought the C-series program.  Does that mean all profits from it don’t go to BBD.B-T?  There will be some profits accrue to BBD but not what we thought they would be.  They got diluted down for nothing.  They made a 61 plane announcement and that was constructive to the stock.  He has been away since 9/11 because the stock has been too volatile. 

transportation equip & components

Airbus bought the C-series program.  Does that mean all profits from it don’t go to BBD.B-T?  There will be some profits accrue to BBD but not what we thought they would be.  They got diluted down for nothing.  They made a 61 plane announcement and that was constructive to the stock.  He has been away since 9/11 because the stock has been too volatile. 

transportation equip & components
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$2.950
Owned Owned
No

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

November 1, 2017

Has nothing but negative things to say about this. If you are a trader, you can probably make money but if you are a longer-term investor, it is difficult to look at this company and build a case as to why, as a business, they are going to grow. This is a business that would not exist if the government were not giving them large financial handouts. There isn't any clear path as to how this company is going to grow.

transportation equip & components

Has nothing but negative things to say about this. If you are a trader, you can probably make money but if you are a longer-term investor, it is difficult to look at this company and build a case as to why, as a business, they are going to grow. This is a business that would not exist if the government were not giving them large financial handouts. There isn't any clear path as to how this company is going to grow.

transportation equip & components
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$2.780
Owned Owned
No

COMMENT
Bombardier Inc (B)(BBD.B-T) 

October 31, 2017

To him, the preferreds would be considered a high yield debt, so for that portion of your portfolio, you are probably OK. He would be hard pressed to envision this company filing for bankruptcy in the next couple of years, when the Government, especially the Québec government, always seems to have their back. Probably a safer way than playing the stock.

transportation equip & components

To him, the preferreds would be considered a high yield debt, so for that portion of your portfolio, you are probably OK. He would be hard pressed to envision this company filing for bankruptcy in the next couple of years, when the Government, especially the Québec government, always seems to have their back. Probably a safer way than playing the stock.

transportation equip & components
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$2.730
Owned Owned
Unknown

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