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: $2.2500 on 2015-07-01

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2015-06-23 DON'T BUY Paul Taylor

The ‘C’ series is the key thing for the organization.  There are cost overruns and they are behind schedule and then there is the order book.  Business jets are still an improving environment.  It is a big capital expenditure for little revenue.  In rails there are specific projects, particularly in France, but overall there are a lot of question marks.  You have to watch the ‘C’ series and the drain in resources.


Price:
$2.470
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-22 HOLD Peter Brieger

We are in limbo still.  Their tests have gone quite well and they had encouragement from Swissair.  Orders are hopefully coming.  They talked about the 100 and 300 series’ and now the 500 series.  He thinks that will be a little tough.  He thinks the jet will work out and of course they are doing wonders in the rail area.  They should be in better shape a year down the road.


Price:
$2.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-19 SELL Benj Gallander

He got out early because the debt had gone up and the ‘C’ series was not selling as well as they said.  He sees the same problems there as before.  He could see selling it for a tax loss.  It has huge upside potential, but there is danger that it could go bankrupt in the future.  He would be happier not to own it right now.


Price:
$2.440
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
No
2015-06-18 DON'T BUY Stephen Takacsy, B. Eng, MBA

The last two years he has always said to stay away from it.  It is a tough business.  They have to take a huge gamble with shareholder money.  They need a big shakeup in management to turn this thing around.


Price:
$2.470
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
2015-06-18 DON'T BUY Greg Newman

They raised enough cash to support their free cash flow burn for the next couple of years, to build up their C series development program. Management is now focused on improving margins and there is likely some low hanging fruit there. Thinks they could spin out the BT and they could do that in an intelligent way and still retain partial, and that would be accretive for them. Expects revenues to fall and margins stay flat over the next couple of years. A very big ship to move and you do need structural changes to improve margins. Not the best place to be deploying capital right now.


Price:
$2.470
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2015-06-15 SPECULATIVE BUY Teal Linde

The Paris air show starts today.  He is intrigued by the new CEO with decades of industry experience.  It has been reset at a lower level.  By the end of 2016/17 their ‘C’ series should be up and running.  There should be 75% upside, but it is a speculative buy.


Price:
$2.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-05-22 DON'T BUY David Cockfield

A speculative stock. Have a great business in trains, subways and railcars, and have done well and are known throughout the world. The big problem is their airplane. They seem to be working through the C series. If they can get that plane certified and start selling it, this is a great time to be selling that particular type of plane. If it works, it will be fantastic. If it doesn’t, there is some talk they may have to sell off the active part of the business. He would be too risk adverse to recommend this.


Price:
$2.470
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 SELL Allan Meyer

He is not a fan.  It does not make the grade.  They have some significant problems.  They are trying everything to deal with it.  You may want to pare up selling it with some gains for tax reasons. 


Price:
$2.680
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-14 COMMENT Jim Huang

In a bit of a transition. They have been trying to market their C series more efficient jets. It is a better mouse trap, but they are up against stiff competition and are still struggling to get the C series going. Thinks the company will be okay, but will depend on the success of the C series.


Price:
$2.680
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-07 COMMENT Benj Gallander

They are talking about selling off some of their rail, but they have to watch that they don’t sell off the jewels in order to have the money to finance the possibles. That would be a major danger. He would be very wary as there has been a certain amount of dilution. They were smart in eliminating the dividend, but had waited a long time.


Price:
$2.540
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-27 SPECULATIVE BUY Peter Brieger

Just bought this recently, and feels that what triggered the purchase was a management change. It has been a family business for years and years, and sometimes it is better for a family to get out of the way, and leave it for professional management. It now could be quite interesting. A good speculation.


Price:
$2.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-22 COMMENT Jerome Hass

Has never been a big fan of this company. The issue has largely been with their accounting, which he doesn’t think is the most robust. Also, the transport division for him, for the last 15 years, has been run for cash flow as opposed to profitability. Not a fan.


Price:
$2.540
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2015-04-13 DON'T BUY Colin Stewart

He would stay away from this. It is too tough to figure out. Unfortunately it has consistently disappointed on its earnings. Has a lot of debt.


Price:
$2.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
No
2015-04-10 COMMENT David Cockfield

(Owns the preferreds.) The C series, the aeronautical side, has been the bullet that can’t seem to bite. It seems they are going to get off the ground and then something goes wrong. If they can get the C series up and actually deliver some planes, there is tremendous upside and he might be willing to step into the stock at that time. In the meantime, the rail side is the bread-and-butter, but not big enough or generating enough cash flow to keep the company afloat if they don’t get the airline side up and running.


Price:
$2.640
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-07 HOLD Alex Ruus

A really, really interesting situation. There has been a lot of coverage in the media in the last 6 months. They have to raise about $1 billion of equity and $1.5 billion of debt to shore up their balance sheets. The aircraft industry is an oligopoly. Once you are in a stable situation, these companies produce a lot of free cash flow. The issue is when you are launching new airplane platforms. That is what is hitting this company. They have developed what is a world-class beating plane in the C series in the 100-175 seat category. Boeing and Airbus have inferior products in that category and they are doing everything in their power to sabotage this company by undercutting them. The market is very concerned about them losing money in the short term. The question is what is going to happen in 2015-2016 when they get into the actual production launch. He likes the company longer-term and sees a huge upside, but in the short term you have to wait and see how orders and development goes on this year.


Price:
$2.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,317 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.