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

A win for BBD.B, half a win for HON. 

BBD.B as a standalone is a very good business, improving margins, focusing on the more predictable and sustainable after-market business. Also growing defense business. Backlog is good. Executed really well, and this can continue. Some concern about how they might be affected by tariffs, but that's overstated. 

Good chance to accumulate, but you need a 2-5 year horizon because the stock's done so well and much of the good news has been priced in.

2023 was a bottom-cup formation that broke out. It's rising, but not parabolically. Pretty healthy-looking chart. Fine on pullbacks.

Strong company that has been under owned lately. Recent quarterly earnings not as good as expected. Working capital and supply chain issues also concerning. Riskier name given lately results. Would not buy at this time. 

The new managers look intriguing after improving operations and the balance sheet as they lower high debt levels. Business sales are strong. So they plan to diversify away from business jets into after-market services. But BBD is so volatile. Buy on a downswing.

Likes it. Enormous growth of wealth around the world. The extremely wealthy are moving towards having their own aircraft, and this company feeds into that tailwind of jet ownership. More sales, more backlog, and that trend should continue.

The working capital might be a bit of a drag but the balance sheet is good with good de-leveraging, free cash flow and market expansion. It looks like earnings per share could be 35% compounded annually to 2027. There might be some M&A in 2025. It is not expensive and doesn't get the respect it deserves.

Business jet segment looks great. Financials are getting better. On his watchlist. Secular trend behind business jets is positive. In industrials, his focus has been more on defense -- he owns HWM, GD, and environmental services.

Story's substantially better than it was. He's not prepared to recommend selling or buying. Global, leading business. 

Chart shows a rounded bottom, and then it broke out past the older neckline, so that's bullish. If it pulls back anywhere near the neckline, could be a great time to buy. Probably won't get back to $75. Parabolic moves are usually settled either by consolidation or by a pullback. Then, eventually, it'll probably move up again.

Great company that owns shares in. Has been a previous "Top Pick". Recent company turn around excellent for investors. Prior business model and management teams appear to have changed their stripes. A good time to invest right now given cheap shares. New projects are expected to generate profits, unlike the past 10 years. Private aviation has a lot of opportunity.  

Doesn't own shares. Hard to predict business. Capital intensive business that hasn't performed. Would wait to buy. 

Had a big jump this year and is at a good price. It is in a flag formation, consolidating in a tight range. If it dropped below $78 it could go down another $10.

Believes current share price is presenting value. New management team has slimmed down products and focus. High visibility path to generating cash flow and profits. $15 Billion order backlog is good for the business. New technology is presenting opportunity for company to evolve and provide new products. After market parts and special purpose machines also very profitable for the company. 

Absolutely. Huge multi-year base, and it's just broken out. Ranked #2 in Canada right now on relative strength.

Expecting share price to rise. Under owned by investors. Turnaround story by management. Free cash flow and higher margins. Expecting stock buybacks and dividend growth. Would recommend small position in portfolio.