| WAIT | 5.200 | Bill MacLachlan | This is a good entry point. Even if you discount regional jet orders, turbo props, business jets and you assume flat line growth in rail, there is still good value in the stock. We are going to see a slowdown in the demand for short haul aircraft. Good over the longer haul, but it’s not going to run away on you. | 2008-10-03 | |
| VAGUE | 5.780 | Gordon Higgins, CA, MBA, CFA | Has great stability on rail side, but instability on ‘C Series’ side. You are betting on a plane that is still under development. | 2008-09-30 | |
| Comment | 5.720 | David Cockfield | Has not been one of his favourites. Would wait for the chart to start to look a little bit better. Money for rapid transit and airlines is getting squeezed. | 2008-09-26 | |
| BUY | 6.070 | Robert Floyd | (Market Call Minute.) Really like it at this point. Just announced a $1.45 billion order. | 2008-09-25 | |
| HOLD | 6.390 | Michael Decter | (Market Call Minute.) Make money on the planes but it may be hard to finance leases. | 2008-09-23 | |
| BUY | 6.100 | Ken McCord | A great bear market stock to own. Great earnings growth. At about 85% of its 52-week high, which is a very bullish sign. Very stable earnings. | 2008-09-18 | |
| HOLD | 7.810 | Peter Brieger | Before he bought this, he would want to see how the new C7 planes work out. | 2008-09-04 | |
| Comment | 8.040 | David Baskin | Had a terrific resurgence. Little bit concerned about the price of fuel on the private jet business. Orders for private jets have been very soggy last quarter. Regional jets are more fuel-efficient than competition and they keep getting rail orders. He plays this through preferred shares, which are trading at distressed prices and yield about 8% or 9%. Some bonds also have some pretty good yields. | 2008-09-02 | |
| TOP PICK | 8.250 | Peter Gibson | Has a 21% return on equity. Very strong profit growth. Very good long-term story. Fundamentals today are better than what they were when the stock was $26 in 2000. More interested in the rail side. There could be some global slowdown, which could affect plane purchases in Europe and China. | 2008-08-29 | |
| TOP PICK | 7.520 | Robert Floyd | Margins are increasing. Have announced their new C series and have their first order including 30 firm and 30 options. Reinstated their dividend. | 2008-08-21 | |
| DON'T BUY | 7.820 | Gordon Higgins, CA, MBA, CFA | Has done well over the last year, but weaker over the last little while. The major order for their C series was actually a Letter of Intent, not an order. If they get it, it requires a lot of capital to get it up and running which changes the risk profile. Would be more inclined to buy CAE (CAE-T) for an aircraft related company. | 2008-08-08 | |
| BUY | 7.070 | Michael Smedley | (Market Called Minute.) | 2008-08-01 | |
| BUY | 7.340 | Derek Webb, CFA | Had a great quarter last quarter. The real engine for margins and volume is the private jet business. Surprisingly, demand is increasing. They are not going to North America, but to wealthy countries. | 2008-07-31 | |
| BUY | 6.770 | Ken McCord | (Market Call Minute.) | 2008-07-29 | |
| TOP PICK | 7.150 | Robert Floyd | Margins are way up. Last numbers where well ahead of the street. Reinstated their $0.025 dividend. Recently announced their new C series of jets. Have a lead order of 60 jets, 30 firm and 30 optional. | 2008-07-23 | |
| Comment | 7.150 | Steven Conville | This is one of those companies that you just buy and hold. Have caught a good theme with their C aircraft. Wouldn’t own it for the long term. | 2008-07-23 | |
| Comment | 7.070 | Veronika Hirsch | All the talk is about their planes and she doesn't think anyone knows if it will be profitable or not. Interested in the trains for the first time in her career. Trains are a very attractive part of the business because as oil prices go up, public transport globally is a priority. Particularly in China and India. | 2008-07-17 | |
| SELL | 6.940 | Ross Healy | From a fair market value point of view, the stock is fairly extended. Not cheap within his parameters. | 2008-07-15 | |
| Comment | 7.220 | Neil Wickham | Has never been a big fan of this company. Has always been a little concerned with their massive reliance on government subsidies. | 2008-07-14 | |
| BUY | 6.950 | Gavin Graham | Waiting to hear if they finally get the C series out the door. Very disappointing stock over the last decade. Up 15% in the last year. Has only gone up 50% in the last 5 years while the index has doubled. Currently look like they are in the right place because of demands for fuel-efficient planes and more trains. | 2008-07-07 | |
| DON'T BUY | 7.050 | Benj Gallander | Could double again, but the risk/reward ratio is not attractive enough for him. He looks for companies that can go up at least 100%, 200%, 300%, 400%. | 2008-07-04 | |
| TOP PICK | 7.170 | Bill Carrigan | Thinks this will be the beneficiary of the long-term theme of trains transporting people. Also, airlines are updating their fleets globally. Could be immune to the business cycle. His stoploss is $6.30. | 2008-07-03 | |
| Comment | 7.170 | David Baskin | Has made a pretty nice recovery. Impressed with their business jet division and also by the train division. | 2008-07-03 | |
| BUY | 7.240 | Peter Gibson | The industrial sector is one of the strongest sectors overall in the world economy. Probably because of the global infrastructure story. Out of about 1370 stocks in the global industrial sector, this one ranks 19th in his model. Capable of outperforming the market over the next year and a half. | 2008-06-27 | |
| TOP PICK | 7.290 | Robert Floyd | Last quarter showed operating margins increasing dramatically. Backlog is building. Earnings beat expectations. | 2008-06-24 | |
| BUY | 7.470 | Ron Meisels | Formed a secondary base formation and is now in an uptrend. Above its 200 day moving average. Currently going through a bit of a pullback, which is a buying opportunity. Your stoploss should be around $6.60. | 2008-06-19 | |
| DON'T BUY | 7.660 | Laura Wallace | Latest quarterly report was terrific. Margins have improved on the transportation side. Her big concern is what is happening with the airlines. Thinks there could be cancellations on orders. | 2008-06-18 | |
| BUY | 8.900 | Michael Decter | Mass transit ridership is going up 10 or 15% in the US so has gone into this one mainly because the train and transit business. Margins have always been lousy on this side but thinks there is room for margin expansion as global demand goes up. Energy is going to drive a lot of drivers out of their vehicles. | 2008-06-04 | |
| BUY | 7.900 | Robert Floyd | New ‘C’ series has possible buyers and rail side show interesting opportunities also | 2008-05-30 | |
| HOLD | 7.400 | Bruce Campbell | (Market Call Minute.) Came up a lot recently on some good announcements. Has gotten a little ahead of itself. | 2008-05-26 | |
| PARTIAL SELL | 7.450 | Laura Wallace | (Market Call Minute.) Has risen pretty dramatically so would take some profits. Doesn’t feel that airline travel cutbacks and signs of a recession have been priced into this. | 2008-05-23 | |
| TOP PICK | 7.420 | David Burrows | Have been paying down debt, which suggests improvement in credit rating. Margins improving. Solid order books in both transport and aero businesses. | 2008-05-22 | |
| DON'T BUY | 7.420 | Paul Harris, CFA | Not a fan of the aerospace industry from a commercial point of view. Also highly government supported. Their competition Embraer (ERJ-N) came out with a better plane. At $134 oil, airline industry is having problems. Their clients can cut their backlog back very quickly. | 2008-05-22 | |
| TOP PICK | 7.400 | Pierre Bernard | Great company. There have been improvements in margins, all-time high in order books and improving their debt. Possibly start paying dividends because of their large cash flow. | 2008-05-21 | |
| HOLD | 7.670 | Gavin Graham | (Market Call Minute.) It’s likely that the market for business jets is going to roll over but the transit side is doing pretty well. | 2008-05-20 | |
| BUY | 6.530 | Paul Thornton | A very attractive looking stock here. Has been in a pretty good uptrend for over a year and is now clearing its range it has been in coming out of the bear market. | 2008-05-07 | |
| HOLD | 6.570 | Peter Brieger | (Market Call Minute.) Would like to see exactly how well they do with theC7, as it could be a tremendous albatross if anything goes wrong. | 2008-05-01 | |
| BUY | 6.450 | Robert Floyd | (Market Call Minute.) Likes this one. | 2008-04-29 | |
| SELL | 6.510 | David Cockfield | This is probably a trading stock. You might consider selling it at its current price and try to buy it back closer to $5. Good company with lots of clients and lots of business in the train area but the margins are whisker thin. The plane area is sort of perking up. | 2008-04-24 | |
| Comment | 6.290 | Gavin Graham | People are buying business jets. This is the right stage in the capital market cycle. When there is a downturn, they are in a vulnerable position. | 2008-04-09 | |
| TOP PICK | 6.430 | Robert McWhirter | Continuing to build a huge backlog of planes and particularly trains. Management projections for higher margin increase in profit margins in 09 are actually happening this year. $54 billion in backlog is up 31% year-over-year. Will spin out almost $1 billion in cash and will reduce their levered balance sheet. | 2008-04-08 | |
| Comment | 6.400 | Andrew Guy, CFA | They have clearly turned around the business that they have today. Getting wider margins on the aerospace business. Strong transport business that generates strong free cash flow. The problem is trying to figure out what the family wants to do. Will it be a growth company or a cash cow? The C series that they are talking about doing is a big number at $3 billion and what is Boeing's and Airbus’s response. | 2008-04-07 | |
| DON'T BUY | 5.380 | Laura Wallace | Have lost market share to its competitor Enbrier and will have to go with the C series, which will be a big capX. Still looking for a lead buyer in order to launch the project. Current economic environment could make it a little tougher. | 2008-03-12 | |
| Comment | 5.340 | Gavin Graham | Lots of contracts are transits, trains, etc., which are low margins. Lower demand for regional jets because of higher fuel prices. | 2008-03-06 | |
| SELL | 5.340 | John Zechner | He wouldn't be jumping all over this one at this point. Had a nice pop off of the depressed bottom they had and it's well ahead of the earnings. Feels mass transit is slowing down a little bit and the margins are relatively low. Backlog is not growing as fast as it was. Fully valued. If he owned, he would be lightening. | 2008-03-06 | |
| DON'T BUY | 5.500 | John O'Connell, CFA | (Market Call Minute.) Not a big believer in the rail business. Won't be all that profitable in Asia. | 2008-03-03 | |
| BUY | 5.630 | Robert Floyd | (Market Call Minute.) Likes this one a lot. Recently announced that they are going for the development of their C series plane, which is about a 130-seat plane. | 2008-02-29 | |
| Comment | 4.960 | Bob Stodgell | Are doing very well in some of their train divisions. Their regional jet business is turning around. He has not found this one particularly attractive. | 2008-02-07 | |
| Comment | 4.880 | Brendan Caldwell | This is a tough one. It is high risk. You will probably do all right. Still on its road to recovery. The business could continue building on the successes that it has had. | 2008-02-01 | |
| SELL | 4.800 | Bruce Campbell | (Market Call Minute.) Aerospace side is economically sensitive and thinks it recovers eventually, but wouldn't want to be there now. | 2008-01-23 | |
| PAST TOP PICK | 5.730 | Bill Carrigan | (A Top Pick Feb 1/07. Up 27.9%.) Still likes. A great long-term play. Use a stop of $5. | 2008-01-09 | |
| Comment | 5.720 | Michael Decter | Getting some decent orders lately, particularly on the rail side. Make their profits on planes but do a lot of their business on the trains. There's solid value here but it could be pretty boring. Have competition from Brazil and some day someone could be building airplanes in China. | 2008-01-07 | |
| BUY | 5.900 | Gavin Graham | Getting lots of orders, especially for ground transportation. Business jet business is doing very well. Regional jets are not doing as badly and they've written a lot of that off. Rail is going to be a major growth area over the next several years. | 2008-01-02 | |
| BUY | 6.020 | David Cockfield | (Market Call Minute.) More on the Buy side than on the Sell side. | 2007-12-21 | |
| WEAK BUY | 6.030 | Alex Ruus | (Market Call Minute.) Good space, but prefers Embraer (ERJ-N), which is a better company. | 2007-12-13 | |
| DON'T BUY | 5.960 | Michael Sprung | He tended not to buy based on valuations. Always looks extremely expensive on a PE basis. Sells at a high multiple. Fair amount of debt but are making good strides at paying it down. Commercial aircraft market has been very strong for them lately. Business jet market has seen more competition. | 2007-12-10 | |
| BUY | 5.360 | Bill Carrigan | Very powerful breakout in June. Lows in August and November are pretty much the same and slightly above the gap at the beginning of the breakout. Has corrected very nicely back down to support. He doesn't use MACD a lot, but likes it for looking for divergence. MACD had a higher low giving a positive divergence. | 2007-11-13 | |
| TOP PICK | 5.530 | Stephen Carlin | One of the most penalized from Canadian dollar perspective. At these prices, they’ve taken too much on the chin. Have good business orders. Thinks the aerospace sector looks great. Looks like a good return prospect from here. | 2007-10-25 | |
| TOP PICK | 5.870 | Bill Carrigan | It is in a nice corrective period and believes that it will go again in the next few weeks. | 2007-10-17 | |
| TOP PICK | 5.990 | Bill Carrigan | Made a big move Jan-Feb, consolidated, made another move in June and is now making a bullish symmetrical triangle and thinks it is going to break out again. Likes the aerospace transportation sector. | 2007-10-10 | |
| DON'T BUY | 6.050 | Chyanne Fickes | Doesn't like the management. Stock is overvalued. | 2007-10-01 | |
| WEAK BUY | 5.950 | Paul Harris, CFA | Had a lot of problems in the past. Airlines industry is always potentially having problems. It is a cheap stock and has done well. Their competition in Brazil has a better product. Probably worth biting. | 2007-09-27 | |
| SELL | 5.850 | Peter Brieger | Running into problems with their landing gear, have expenses with their C7. Would move somewhere else. | 2007-09-25 | |
| DON'T BUY | 5.740 | Brian Acker, CA | Negative 9% differentially, wouldn’t recommend here. | 2007-09-20 | |
| SELL | 6.350 | Peter Brieger | No comments. | 2007-09-13 | |
| Comment | 6.260 | Gordon Higgins, CA, MBA, CFA | Turboprops have been grounded for inspection of landing gear. This is on older equipment and the newer planes and not having these problems. These things do happen and this is just a bump in the road. | 2007-09-12 | |
| DON'T BUY | 6.030 | Brian Acker, CA | This stock shot above his model price. The model price has been coming down and is now $5.22, 16% negative. | 2007-08-30 | |
| BUY | 6.030 | Chris Smith | The numbers are good and they continue to beat expectations. Infrastructure build out globally is doing well for their train sector. Margins are going up on trains and aerospace. Balance sheet is in good shape and they are generating cash. | 2007-08-30 | |
| DON'T BUY | 5.730 | Peter Brieger | In the aerospace sector, he prefers CAE (CAE-T), is a world-class business. Until he sees what happens to the C7 series, and he would hold off. | 2007-08-28 | |
| BUY | 5.690 | David Baskin | Had a terrific run-up in the last year and was based on an enthusiasm about the corporate jet market and the orders they received for trains. Not a bad buy. He owns their preferreds and bonds and feels if you are looking for yield this would be another way to go. | 2007-08-23 | |
| TOP PICK | 5.410 | Stephen Carlin | Has seen a significant improvement in profitability in the first quarter. Profit margins have significantly improved in the Aerospace section. Strong backlog in aerospace business and improvements in the transportation business. | 2007-08-21 | |
| BUY | 5.280 | Jeff Parent | Had a pullback and is touching its 200-day moving average. Be careful if it drops below five dollars. Thanks this is a good buying opportunity and that it could go back up to the $6.60 level. | 2007-08-15 | |
| BUY | 5.480 | Rob Callander | With new management, it seems to be moving in the right direction. Has turned the corner, but may be more volatile and riskier than a bank share. Expects improvements will continue getting higher share prices. | 2007-08-14 | |
| Comment | 5.800 | Michael Sprung | Selling at a very high multiple of earnings. Not a stock that would fall within his framework. | 2007-08-10 | |
| BUY | 5.740 | Michael Smedley | Had a nice little decline making it an excellent buying point. Doing well in its business jets and should do well in regional jets. Also expects it to continue getting enormous contracts in mass transit. | 2007-08-09 | |
| BUY | 6.450 | John O'Connell, CFA | Regional jets and business jets are expanding quite nicely. China is talking more and more about getting into the jet business and this company would be a good partner for them. High risk/high reward. | 2007-07-31 | |
| DON'T BUY | 6.450 | Michael Decter | Has always liked the company, but not that confident of management. Aviation part is a great business. Trains are a good business with bad margins. | 2007-07-31 | |
| Comment | 6.330 | Jonathen Wellum, B. Comm, B. Sc | A play on aerospace which is in a good cycle right now. A risky business and not an easy one. A short-term investment. | 2007-07-26 | |
| BUY | 6.520 | Brendan Caldwell | Still has quite a bit more potential left in it. Seems to be coming out with new contracts all the time. The growth side seems to be the rails. | 2007-07-24 | |
| HOLD | 6.780 | Alex Ruus | After 5 years of struggle, it is starting to come around. Aerospace sector is a good place to be for the next couple of years. | 2007-07-18 | |
| DON'T BUY | 6.640 | Michael Sprung | You pay a huge multiple for this stock based upon future earnings and growth. Extremely expensive. Book value is closer to $1.60 and you are paying 5 X book value. | 2007-07-13 | |
| TOP PICK | 6.390 | David Burrows | Aerospace is a leading part of the market. It's a long cycle. This company has a pretty good order backlog and he thinks it could change for the better. | 2007-06-22 | |
| Comment | 6.800 | David Baskin | Has been a real spike in the stock in the last couple of months. There are execution risks as they move towards a 100-seat airplane. Also competition risks. Wouldn't buy above $5. | 2007-06-19 | |
| SELL | 6.530 | John Zechner | Has disappointed for so many years, but they are starting to get margin improvement. Aerospace cycle is very positive. Multiple is too high. If you own, take some money off the table. | 2007-06-18 | |
| HOLD | 6.210 | Bill Carrigan | Had a nice rise, but he wouldn't buy right now. Watch over the next while. If it goes flat then start to accumulate.
| 2007-06-13 | |
| DON'T BUY | 6.120 | Laura Wallace | Has turned around. But there is a lot that's back end loaded. It's trading in line with Boeing, but isn't as big.
If economic slowdown will have problems. | 2007-06-08 | |
| HOLD | 4.780 | Pat McHugh | Has been steadily improving on his quantitative ranks. Earnings are expected to be reported shortly. Pay attention to them. | 2007-05-28 | |
| HOLD | 4.890 | Don Vialoux | Trend is consistently higher. Stock has broken out once again. Technically looks very good. Fundamentals also looks good. | 2007-05-05 | |
| PAST TOP PICK | 4.650 | Michael Smedley | (A Top Pick May 10/06. Up 15.4%.) Had sold his holdings and just bought back. Still a Buy. | 2007-05-01 | |
| BUY | 4.610 | Ben Stadelmann | Has been very hard to know when to get on this stock. 10-year chart shows a very long basing pattern with a number of false starts. Trend is getting better. With the environmental issue coming to the fore, they are well positioned for mass transits, energy-efficient airplanes. Stars are starting to align. | 2007-04-20 | |
| DON'T BUY | 4.630 | Brian Acker, CA | His model price has come down from $5.20 to $4.89. Not much fat from its present price. If his model price get squeezed anymore and there is downward revisions he would be selling. If you are trading at, put a stop at $4.40. | 2007-04-12 | |
| SELL | 4.690 | Peter Brieger | Won some great rail contracts and are doing well in the regional jets. Having trouble figuring out a proper PE ratio. The next major issue for them will be on the C7 series, which lends a speculative element to it. Would move into something else. | 2007-04-04 | |
| BUY | 4.650 | Ian Nakamoto | The Outlook, as measured by the backlog and the margin, looks quite good. | 2007-03-29 | |
| Comment | 4.630 | Ron Meisels | Chart shows it is building a base. Could be a buy, but make sure the stop loss is at the $4.25 level. | 2007-03-21 | |
| DON'T BUY | 4.560 | Laura Wallace | Balance sheet is a little stretched for her. Not sure that the announcement on the new CRJ100 is really the best thing. Not sure it will be that good a competitor. | 2007-03-14 | |
| DON'T BUY | 4.560 | David Baskin | Had a tremendous upsurge this year. Concerned about the margins in the rail business. Feels their competition makes a better product at a better price in the small jet market. He has played this one through their preferred shares and bonds. | 2007-03-14 | |
| DON'T BUY | 4.700 | Chyanne Fickes | Doesn't really like this company. Trading at 31 X earnings, which is way above other stocks in aerospace. Does not like management. | 2007-03-12 | |
| SELL | 4.470 | Ross Healy | 62% of analysts have a Sell on this. He agrees. His FMV is about $2.40. It is right up against technical resistance at 2.5 X book. | 2007-03-07 | |
| BUY | 4.770 | Michael Smedley | Feels it has gone through the wringer already and is on the recovery track. Doing a 100-seater plane. Still has to make decisions on the vital slightly bigger one. Business jets are in. | 2007-02-22 | |
| BUY | 4.820 | Larry Berman CFA, CMT, CTA | Next major resistance is the 2003-2004 highs in the $6.50-$7 area. This story is starting to improve. | 2007-02-21 | |
Experts that have talked about Bombardier Inc (B)
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