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

Last Price Recorded: 3.7600 on 2014-07-22 20:32:50

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Date Signal Expert Opinion Price
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
2014-05-26 WATCH Hap (Robert) Sneddon FCSI

If you own, $3.50 would be a good place to put a Stop in. Some of the indicators are still rolling down. You could wait another month or 2, or into the fall in order to see how it acts. The longer-term moving average is still trending down. Between $3.30-$3.50 would be a good place to have risk/reward in your favour.


Price:
$3.750
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
No
2014-05-26 BUY Larry Berman CFA, CMT, CTA

He bought this at around $4. Looking at a big picture of 10 years, it was  below $4 in 2009 and got down to almost $2, but every time it dipped below $4, it has been a good area to buy in the last couple of years. He would be in an accumulation mode at this time. In the next few years, you will probably see this is a $6-$7 stock.


Price:
$3.750
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-05-23 DON'T BUY Benj Gallander

Would you be a buyer between $3 and $3.50? Also, do you think there is any possibility of bankruptcy over the C series? Sold his holdings because of the C series and the delays. The news in the past 10 days has been bad. Their largest buyer right now is waffling. Russia has also announced that they are waffling about their deal. Regarding bankruptcy, they have miles to go. Have tremendous government support which is important. Doesn’t like the way the balance sheet has been sullied. Still on his Watch List.


Price:
$3.750
Subject:
CONTRARIAN INVESTING
Bias:
BULLISH
Owned:
No
2014-05-22 TOP PICK Todd Johnson

7.35% bond maturing in 2026. This company is going through all sorts of problems trying to get the C series launched. He does not think it is going to be a failure, but will probably have to do more discounting to get more sales. It not only has the C series, but also has the regional jet, business jet and a good train division. This company is rated just below investment grade, but you have about 6.5% yield to maturity and you are going out 12 years. It’s a full 420 basis points credit spread over Canada’s. Thinks the credit spread is excessive for their high quality businesses and in 3-4 years they will probably be regaining investment grade credit status. An investment grade bond does not trade anywhere close to 420 basis points. You are getting paid for the credit risks you are taking on.


Price:
$3.830
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-20 DON'T BUY Peter Brieger

This stock is very much dependent on the C series. The latest kick in the pants came from Air Canada (AC.B-T) which indicated they would not be a player. Investors should not take this as a terminal setback as the company is progressing on the order book. In due course he expects it will get to 300. However, until he sees further confirmation of this, forget it.


Price:
$3.920
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 1,256 entries
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