stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Bombardier Inc (B) Stock Symbol: BBD.B-T

Last Price Recorded: 3.6600 on 2014-09-01 01:14:02

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-08-26 COMMENT Benj Gallander

Sold his holdings. Decided to get out because of the C Series. Delays plus the debt load had him scared. Have overpromised and underdelivered on the C series. He questions whether they will get it up as they say they will. They are a leader in aviation trains. Expects they will have tremendous support from the Canadian government going forward.


Price:
$3.810
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2014-08-15 COMMENT David Cockfield

The C series has great potential. The rails side is excellent and they win contracts but there are minimal margins in that business. They just look like they are ready to get the C series off the ground, and then something goes wrong. If they start flying that plane and it performs well and orders start coming in, the stock is probably going to go to $10. In the meantime it is a “wait and see” situation.


Price:
$3.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-14 PAST TOP PICK Patrick Horan

(Top Pick Oct 1/13, Down 18.56%) He underestimated the drag that the ‘C’ series would put on the stock.  He is looking at the free cash flow and wondering if they will have to raise more money.  This could be a good time to sharpen up your pencil on this one and he is looking at it right now.


Price:
$3.860
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
No
2014-07-31 HOLD Greg Newman

The exciting thing here is that they recently had organizational changes. Split their aerospace into 3 different units. Thinks the signal here is that they may be going to try to spin one of them out and try to generate shareholder value. This has really weak free cash flow, and he doesn’t see the business jet market turning around any time soon.


Price:
$3.730
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-28 DON'T BUY Michael Sprung

Even though it is selling at a low price, he has no plans on owning this. The disappointment in the C series makes you question whether there have been too many delays, is it too late and are other competitors producing now so that the C series is not going to achieve the level of success that they had hoped for. On the mass transit side, margins are going to be under pressure. Feels this could stay at low levels for some period of time.


Price:
$3.610
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-07-07 DON'T BUY James Dutkiewicz

Bonds 2026.  Tricky company.  It is making a massive bet on the ‘C’ series jet.  Risk rewards are suggesting looking elsewhere. 


Price:
$3.850
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-07-04 DON'T BUY Lyle Stein

Transportation and aerospace. Looking at this because it hasn’t done well. Transportation is doing fine, and have a wonderful backlog that continues to grow. The issue now are the airplanes. What are they going to do with the C series, and what is going to happen after the Pratt & Whitney incident. Analysts’ expectations are for earnings to continue to grow. Cheap on a multiple basis. They are paying a compensatory dividend while we wait. During that waiting, they have a balance sheet that is not the strongest. He would like to see greater clarity on this.


Price:
$3.850
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-07-02 WAIT David Cockfield

(Owns preferreds, not the commons.) Thinks the company has great potential, but it always seems to be on the doorstep, just about to achieve their objectives. Have a great rail sector. Their airline side can be extremely profitable or, extremely dangerous. So far, this has been the millstone around their neck. The C series has a great design, and the engines are supposed to be great. With the world airline expansion going on right now, they can do quite well, but they’ve got to get the plane up in the air with no problems.


Price:
$3.800
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2014-06-20 PAST TOP PICK Patrick Horan

(A Top Pick in June 5/13. Down 18.64%.) Aerospace market was doing very, very well and he thought this would follow. C series did not work out. Sold his position in January.


Price:
$3.840
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-17 COMMENT Ross Healy

Using Analysts’ forecasts, his FMV computes at about $7. Has powerful technical support at 2X Book, which is about $3.60. Unfortunately, earnings forecasts are still easing downwards. Historically it has bottomed more at 1.5X Book than it has at 2X. 1.5X would take you down to $2.60.


Price:
$3.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-10 HOLD Joey Mack

7.35% Dec 2026 bond? This is a speculative credit. The company is rated BB, the higher end of the junk bond market, but it is still junk. Company has a lot of leverage. Have done a great job of refinancing in the current marketplace, but this is going to be volatile because it is long. However, you are getting fairly compensated for the risk you are taking


Price:
$3.850
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-06-09 SPECULATIVE BUY Larry Berman CFA, CMT, CTA

The market hates uncertainty and they had a problem with the ‘C’ series engine, but it is bottoming out so he likes it here.  The risk rewards is pretty attractive.


Price:
$3.790
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-06-02 DON'T BUY John O'Connell, CFA

Has a very, very leveraged balance sheet. You just don’t know how much longer this recent engine problem is going to push off the decision of airlines to make a purchase of the C series plane. This is putting further strain on their balance sheet.


Price:
$3.640
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-05-29 DON'T BUY Paul Harris, CFA

Has never owned this, partly because he thinks it is too levered to Québec Inc politically. Besides that, they have not executed very well. Made lots of promises, but did not deliver on them. There are better companies that are executing better.


Price:
$3.780
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
No
2014-05-28 DON'T BUY Bruce Campbell (2)

Ranks in the middle of his pack right now. Have 2 separate divisions. There has recently been some talk about them separating into a rail division and a plane manufacturing division. The C series is going to have a lot of news around it. Until he sees accelerated earnings growth in both divisions, he is not prepared to invest in it.


Price:
$3.790
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,261 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.