Bombardier Inc (B)

BBD.B-T

TSE:BBD.B

1.12
0.06 (5.08%)
Bombardier Inc. is a multinational aerospace and transportation company based in Montreal, Quebec, Canada.
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Analysis and Opinions about BBD.B-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 26, 2018

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

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

COMMENT
COMMENT
April 11, 2018

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."

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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."

DON'T BUY
DON'T BUY
April 2, 2018

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.

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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.

SELL
SELL
March 14, 2018

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.

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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.

DON'T BUY
DON'T BUY
March 12, 2018

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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
February 12, 2018

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

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

PARTIAL BUY
PARTIAL BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

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