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

Last Price Recorded: $2.4700 on 2015-05-24

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Date Signal Expert Opinion Price
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
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
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