What the experts are saying about DOO-T

Signal	Opinion	Expert
PARTIAL BUY	BRP INC.(DOO-T) April 12, 2019 Seadoo margins seem to be tightening. The PE is only 11 times. Free cash flow is strong. However, with their products being recreational based, it is highly dependent on the well the economy does. A reasonable buying prospect. Consumer Products 0 0 0 0 0 0 comments	Seadoo margins seem to be tightening. The PE is only 11 times. Free cash flow is strong. However, with their products being recreational based, it is highly dependent on the well the economy does. A reasonable buying prospect. Consumer Products 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $40.930 Owned Unknown

WAIT	BRP INC.(DOO-T) March 27, 2019 Very expensive. High-priced luxury consumer item. Purchases will be cut as the economy slows down, which he thinks is happening. Buy a company like this in the middle of a recession. Consumer Products 0 0 0 0 0 0 comments	Very expensive. High-priced luxury consumer item. Purchases will be cut as the economy slows down, which he thinks is happening. Buy a company like this in the middle of a recession. Consumer Products 0 0 0 0 0 0 comments Stephen Takacsy Chief Inve, Lester Asset Managem... Price $36.270 Owned Unknown
WEAK BUY	BRP INC.(DOO-T) January 11, 2019 This snow mobile marker was the crown jewel carved out of Bombardier. It is probably worth looking at and is a well run business. He has been waiting for a reason to buy -- maybe it is now. Consumer Products 0 0 0 0 0 0 comments	This snow mobile marker was the crown jewel carved out of Bombardier. It is probably worth looking at and is a well run business. He has been waiting for a reason to buy -- maybe it is now. Consumer Products 0 0 0 0 0 0 comments Fabrice Taylor Publisher, The President's Club... Price $39.900 Owned No
PAST TOP PICK	BRP INC.(DOO-T) November 29, 2018 (A Top Pick Jan 02/18, Down 6%) Still likes the name. Its was doing much better 3 months ago but the company kind of shot itself on the foot with a secondary offering and passed some shares at the top. There was no dilution but call the top on the transaction. They are doing some nice things. Thematically they are in the right space in terms of demographics. Consumer Products 0 0 0 0 0 0 comments	(A Top Pick Jan 02/18, Down 6%) Still likes the name. Its was doing much better 3 months ago but the company kind of shot itself on the foot with a secondary offering and passed some shares at the top. There was no dilution but call the top on the transaction. They are doing some nice things. Thematically they are in the right space in terms of demographics. Consumer Products 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $44.190 Owned _N/A
PAST TOP PICK	BRP INC.(DOO-T) July 6, 2018 (A Top Pick March 30, 2017. Up 96%). This company does recreational vehicles (Ski-Doo) and has been doing extremely well since it went public. Even with the big price runup, this company still has decent valuation. It scores in the top 15% on valuation. The valuation is getting more expensive compared to when he invested, but it is still reasonable given the company’s growth profile. Consumer Products 0 0 0 0 0 0 comments	(A Top Pick March 30, 2017. Up 96%). This company does recreational vehicles (Ski-Doo) and has been doing extremely well since it went public. Even with the big price runup, this company still has decent valuation. It scores in the top 15% on valuation. The valuation is getting more expensive compared to when he invested, but it is still reasonable given the company’s growth profile. Consumer Products 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $64.080 Owned Yes
BUY	BRP INC.(DOO-T) May 23, 2018 A great stock. He missed buying it though. Great numbers. One of the few growth stocks. He'd buy it even at current 52-week highs. Consumer discretionary is a good sector in a stronger economy. Consumer Products 1 0 0 0 0 0 comments	A great stock. He missed buying it though. Great numbers. One of the few growth stocks. He'd buy it even at current 52-week highs. Consumer discretionary is a good sector in a stronger economy. Consumer Products 1 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $55.450 Owned No
TOP PICK	BRP INC.(DOO-T) January 2, 2018 This does SeaDoos, Ski-Doos and ATVs. The company is doing all the right things. Did a 1st dividend a couple of quarters ago, a very strong signal for company paying a 1st dividend. The dividend will grow over time. It's an interesting name for exposure to consumer discretionary and baby boomer trends. Also has exposure to China, whose consumers are growing at a faster rate than other areas. Dividend yield of 0.7%. (Analysts' price target is $54.) Consumer Products 0 0 0 0 0 0 comments	This does SeaDoos, Ski-Doos and ATVs. The company is doing all the right things. Did a 1st dividend a couple of quarters ago, a very strong signal for company paying a 1st dividend. The dividend will grow over time. It's an interesting name for exposure to consumer discretionary and baby boomer trends. Also has exposure to China, whose consumers are growing at a faster rate than other areas. Dividend yield of 0.7%. (Analysts' price target is $54.) Consumer Products 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $46.990 Owned No
WATCH	BRP INC.(DOO-T) December 12, 2017 The recreational part of Bombardier. They do extremely well. He thinks it will continue to do very well. It is controlled by the fairly than this is not a bad thing. He doesn’t know if you buy it here if there is a big correction coming. Consumer Products 0 0 0 0 0 0 comments	The recreational part of Bombardier. They do extremely well. He thinks it will continue to do very well. It is controlled by the fairly than this is not a bad thing. He doesn’t know if you buy it here if there is a big correction coming. Consumer Products 0 0 0 0 0 0 comments Michael Smedley Exec VP & , Morgan Meighan & Ass... Price $49.360 Owned Yes
TOP PICK	BRP INC.(DOO-T) March 30, 2017 Was part of Bombardier. It was spun out. It is a bit of a growth story. It scores on the top 5% in terms of valuation. They have pretty good growth ahead of them. They have good price momentum. (Analysts’ target: $34.00). Consumer Products 0 0 0 0 0 0 comments	Was part of Bombardier. It was spun out. It is a bit of a growth story. It scores on the top 5% in terms of valuation. They have pretty good growth ahead of them. They have good price momentum. (Analysts’ target: $34.00). Consumer Products 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $31.850 Owned Yes
COMMENT	BRP INC.(DOO-T) March 21, 2016 Just reported really good numbers. The problem has been much more on the snowmobiles and the lack of snow. The outlook on their water sports side seems to be pretty good. They say they are getting traction and taking market share on their ATVs, and he thinks this is the big engine. Their main competitor, Polaris (PII-N), has had their valuations come down remarkably over the past year, which has weighed on this stock as well. If you have a view that the US consumer is going to continue spending in the US and Canada for recreational products, then it probably makes sense for you to hold onto this. His view is that the consumer is getting close to being tapped out. Consumer Products 0 0 0 0 0 0 comments	Just reported really good numbers. The problem has been much more on the snowmobiles and the lack of snow. The outlook on their water sports side seems to be pretty good. They say they are getting traction and taking market share on their ATVs, and he thinks this is the big engine. Their main competitor, Polaris (PII-N), has had their valuations come down remarkably over the past year, which has weighed on this stock as well. If you have a view that the US consumer is going to continue spending in the US and Canada for recreational products, then it probably makes sense for you to hold onto this. His view is that the consumer is getting close to being tapped out. Consumer Products 0 0 0 0 0 0 comments John Kim Portfolio , Aston Hill Financial... Price $19.590 Owned No
COMMENT	BRP INC.(DOO-T) October 30, 2015 Ski-doos. Has a fairly mediocre track record at the moment. In hugely better shape than Bombardier (BBD.B-T). Consumer Products 0 0 0 0 0 0 comments	Ski-doos. Has a fairly mediocre track record at the moment. In hugely better shape than Bombardier (BBD.B-T). Consumer Products 0 0 0 0 0 0 comments Michael Smedley Exec VP & , Morgan Meighan & Ass... Price $23.390 Owned Yes
DON'T BUY	BRP INC.(DOO-T) October 9, 2015 They tend to do well during the summer time. From March to August it gets the bulk of its gain. In the back half of the year it tends to turn lower. Consumer Products 0 0 0 0 0 0 comments	They tend to do well during the summer time. From March to August it gets the bulk of its gain. In the back half of the year it tends to turn lower. Consumer Products 0 0 0 0 0 0 comments Jon Vialoux Research A, CastleMoore Inc.... Price $25.990 Owned Unknown
BUY	BRP INC.(DOO-T) January 22, 2014 Fantastic company. Polaris has performed very well. Fantastic margins. You lack these types of brands in Canada. This is the Skidoo brand. It will continue to attract capital. At some point it will be included in the index giving you another leg up. Consumer Products 0 0 0 0 0 0 comments	Fantastic company. Polaris has performed very well. Fantastic margins. You lack these types of brands in Canada. This is the Skidoo brand. It will continue to attract capital. At some point it will be included in the index giving you another leg up. Consumer Products 0 0 0 0 0 0 comments Brian Huen Managing P, Red Sky Capital Mana... Price $29.980 Owned Unknown