BRP INC.

DOO-T

TSE:DOO

63.88
0.00 (0.00%)
Bombardier Recreational Products is a Canadian company making various vehicles. Once part of Bombardier Inc., it was founded in 1942 as L'Auto-Neige Bombardier Limitée by Joseph-Armand Bombardier at Valcourt in the Eastern Townships, Quebec.
More at Wikipedia

Analysis and Opinions about DOO-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 1, 2019
He likes the price momentum and the fact they bought back a large number of shares. With strong employment and wage growth, they will do well in the consumer discretionary spending space. There are few competitors in the space. Yield 0.67% (Analysts’ price target is $63.04)
BRP INC. (DOO-T)
November 1, 2019
He likes the price momentum and the fact they bought back a large number of shares. With strong employment and wage growth, they will do well in the consumer discretionary spending space. There are few competitors in the space. Yield 0.67% (Analysts’ price target is $63.04)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$59.090
Owned
Yes
DON'T BUY
DON'T BUY
July 11, 2019
He's concerned with the $20,000 big ticket Skidoo that DOO sells which is a luxury, not a necessity to own. Canadian consumers are already heavily in debt and can't afford this. In the US, NAFTA/USMCA is a problem because these products are made in Mexico and could face tariffs. DOO is a value trap and not timely.
BRP INC. (DOO-T)
July 11, 2019
He's concerned with the $20,000 big ticket Skidoo that DOO sells which is a luxury, not a necessity to own. Canadian consumers are already heavily in debt and can't afford this. In the US, NAFTA/USMCA is a problem because these products are made in Mexico and could face tariffs. DOO is a value trap and not timely.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$48.520
Owned
No
TOP PICK
TOP PICK
June 13, 2019
They are doing an issuer bid to buy back a lot of stock. 20%+ growth rate over the last 4 years. They continue to take a ton of market share from competitors. There is limited down side risk because of the large buy-back issuer bid. (Analysts’ price target is $54.50)
BRP INC. (DOO-T)
June 13, 2019
They are doing an issuer bid to buy back a lot of stock. 20%+ growth rate over the last 4 years. They continue to take a ton of market share from competitors. There is limited down side risk because of the large buy-back issuer bid. (Analysts’ price target is $54.50)
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$45.870
Owned
Yes
DON'T BUY
DON'T BUY
May 8, 2019
Trading at 11.5x earnings, close to all-time lows. His concern is that it's a highly discretionary, big-ticket purchase and we're not late in the cycle. They make ski-do's and other big-ticket toys. So, what happens to these products (and their demand) in a weak economy? One good change is that they have installed a new chairman. However, they have some operations in Mexico, which is a risk in this era (Trump's pro-America, anti-Mexico rhetoric),.
BRP INC. (DOO-T)
May 8, 2019
Trading at 11.5x earnings, close to all-time lows. His concern is that it's a highly discretionary, big-ticket purchase and we're not late in the cycle. They make ski-do's and other big-ticket toys. So, what happens to these products (and their demand) in a weak economy? One good change is that they have installed a new chairman. However, they have some operations in Mexico, which is a risk in this era (Trump's pro-America, anti-Mexico rhetoric),.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$39.180
Owned
No
PARTIAL BUY
PARTIAL BUY
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$40.930
Owned
Unknown
WAIT
WAIT
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.
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.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$36.270
Owned
Unknown
WEAK BUY
WEAK BUY
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.
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.
Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$39.900
Owned
No
PAST TOP PICK
PAST TOP PICK
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.
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.
Ryan Modesto
Managing Partner, 5i Research
Price
$44.190
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
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.

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.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$64.080
Owned
Yes
BUY
BUY
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.

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.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$55.450
Owned
No
TOP PICK
TOP PICK
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.)

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.)

Ryan Modesto
Managing Partner, 5i Research
Price
$46.990
Owned
No
WATCH
WATCH
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.

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.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$49.360
Owned
Yes
TOP PICK
TOP PICK
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).

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).

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$31.850
Owned
Yes
COMMENT
COMMENT
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.

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.

John Kim
Portfolio Manager, Aston Hill Financial
Price
$19.590
Owned
No
COMMENT
COMMENT
October 30, 2015

Ski-doos. Has a fairly mediocre track record at the moment. In hugely better shape than Bombardier (BBD.B-T).

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).

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$23.390
Owned
Yes
DON'T BUY
DON'T BUY
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.

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.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$25.990
Owned
Unknown
BUY
BUY
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.

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.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$29.980
Owned
Unknown
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