They just signed a big deal. Thinks it will do fine. Airline side is a drag, but Airbus will get them out of that. Excellent product. Prospects look bright. Stock will move up if they can get the South African problem behind them. 

Still has way too much debt, as they have had for too many years. He likes the new management changes. The CEO has been doing a good job. Aircraft is in a good place now. They have raised some cash recently, by a building sale or a sale-and-leaseback. This is probably a good time in the cycle for Bombardier, but the only way this company can create long-term value is to figure out how to get their debt down and generate free cash flow. If he owned the stock, he MIGHT hold it, especially because of rumours that they might sell a division (transportation), which could create shareholder value.

He has not liked this company for a long time. As a result, he missed the drop down and the run back up. It was a nepotism company, family run. Over the past two years, they have brought in some professional management. They are doing smart things now but the company is still highly leveraged and needs love from governments. Investors can enjoy the stock while it goes up but something always happens to Bombardier to end the rise.

It has been an impressive turnaround story.  He had it as a top pick a couple of years ago.  He sold after make a good profit on it.  The company has turned the corner.  They backed off of some of their 'C' series to focus on the train and rail business which has let the stock move up.  It is highly cyclical so you have to be careful.

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.