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: $2.5400 on 2015-04-26

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
2015-03-26 COMMENT Jeff Young

A tough call.  It is about the ‘C’ series catalyst.  They are 80% of the way through the testing.  If they finish by end of year they can get a few more orders.  It is a cheap stock but very much a show-me story.  The Paris air show is coming up and they might get some orders out of that also.


Price:
$2.510
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 WATCH Benj Gallander

They had difficulties 10 years ago.  Then recently they took on extra debt and the ‘C’ series was delayed.  He had been pessimistic all this time and felt they would do an equity raise.  In this case he was right.  They took on more debt and the balance sheet is ugly.  He recommends waiting for more risk to come off even though the upside will remain the same.  They are, however, a leader in the field.


Price:
$2.510
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
No
2015-03-25 DON'T BUY John Wilson

You could argue that you get the aerospace business for free, but they lost enough time on delivering the ‘C’ series that they allowed competitors to eat into what would have been an appealing market for them. 


Price:
$2.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Unknown
2015-03-13 DON'T BUY Gavin Graham

There is a new CEO in place. This is a company where you stay at arms length. The civil aviation business is a really, really rough game. The C100 is late and is over budget. When you are a relatively smaller player, it becomes a lot more serious.


Price:
$2.490
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2015-03-12 TOP PICK Christine Poole

Has not owned in 10 years and it got to the point that sentiment was just so low.  They came out with a new issue that was oversubscribed.  The equity along with the debt offering was more than enough to fund the `C` series.  The new CEO knows aerospace very well.  He comes from a corporate culture strong in margin improvement and cost reduction.  The plane is going to the Paris air show in June.   She puts it in her growth accounts.


Price:
$2.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 DON'T BUY Paul Harris, CFA

He doesn’t like this company and has never owned it. It took a bet on the C series plane, and they poorly executed on it. They actually don’t have enough orders to start production. Had massive overruns. They’ve had to cut their dividend and do an issue in order to clean up their balance sheet a little.


Price:
$2.450
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2015-03-09 DON'T BUY John Zechner

He has been up and down a couple of times with this, and is not buying it this time. He can see why people would want to take a shot at it with the C series just coming out now. They may have missed the boat, and a lot of the C series buyers may have moved on.


Price:
$2.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2015-03-02 DON'T BUY Veronika Hirsch

They just raised a bunch of equity, so they are clearly not going bankrupt. Chart doesn’t look good and they have had lots of missteps and execution issues. Not a huge fan of turnaround stories.


Price:
$2.430
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
No
2015-02-25 DON'T BUY Michael Sprung

This is quite a controversial company. He has not recommended this one for some period of time. It is highly levered. Has been very disappointed in the development of the C series. Having a flight test very soon, so a lot of what happens to the stock will be dependent on the results of that. Recently had to do quite a large issue. At these levels, this is a speculation rather than an investment.


Price:
$2.600
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-02-24 DON'T BUY Barry Schwartz

He would not touch this stock. The debt is incredibly high and the profit margins are incredibly low. They are in a credit crunch. (See Top Picks.)


Price:
$2.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-23 SELL ON STRENGTH Larry Berman CFA, CMT, CTA

It is one of the dogs he held.  Even the smart analysts don`t know where this stock is going.  He is looking to exit it in the mid-$3 area.  This is a speculative play.


Price:
$2.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,306 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.