List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-15 | WAIT | David Baskin |
People are waiting to see the new jet. Tweet finance |
Price: $4.550 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-05-10 | DON'T BUY | Bruce Campbell |
Not his favourite. A bit lumpy so you never know where it is going. It should be a sell when it runs up on a new order, because it takes a long time to fulfill. Tweet finance |
Price: $4.710 Subject: CANADIAN LARGE Bias: BULLISH Owned: Unknown |
| 2013-05-09 | DON'T BUY | Jon Vialoux |
Tends to do alright here. This one will do well until mid-July and then falls off a cliff. 10% down on average over 17 years. It is bottoming right here and there is no reason to pursue it this time of year. Wait for third quarter. Tweet finance |
Price: $4.470 Subject: TECHNICAL ANALYSIS Bias: SELECTIVE Owned: Unknown |
| 2013-05-09 | WEAK BUY | David Burrows |
Their recent numbers were pretty good and bookings are strong. Prefers Boeing. BBD is following in suit, though. Price breakout on the chart and you could own it. Tweet finance |
Price: $4.470 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: No |
| 2013-05-02 | WATCH | Rick Stuchberry |
It’s going to be about the ‘C’ series. Other divisions look promising but street wants to see if this thing can fly. Tweet finance |
Price: $4.040 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: SELECTIVE Owned: No |
| 2013-04-30 | DON'T BUY | Lorne Steinberg |
After collapsing after the last decade from the $20 level or so it has been bouncing around between $2.50 and $5. This has been a very low margin business and is very capital intensive. There is no real free cash flow generation here. Debt continues to increase. Involved in a potentially very expensive program with the C series airplane. Tweet finance |
Price: $4.000 Subject: VALUE STOCKS & HIGH YIELD BONDS Bias: BULLISH on FOREIGN Owned: No |
| 2013-04-26 | DON'T BUY | Michael Sprung |
A lot of people have been focused on this with the advent of the C Series. Expects a test flight will be sometime later this summer. It will be interesting to see if the order flow is as rich. Not sure they are going to get the kind of market share that they were originally intending. On the mass transit side, he sees governments being restrained on spending. Not sure there is a lot of downside from here but if the C Series picks up, there could be significant upside. Too speculative. Tweet finance |
Price: $3.940 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2013-04-22 | DON'T BUY | Peter Brieger |
Won’t own it for a while. Chinese regional jet market is divided into two companies, one of which is served by a competitor and the other by BBD. Problem with the ‘C’ series orders and specifically Porter. Island airport can’t take the ‘C’ series at this time. Tweet finance |
Price: $3.870 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: No |
| 2013-04-19 | COMMENT | David Cockfield |
(He owns the preferreds.) This is a stock that you always think should be a long-term growth situation. They make their basic money out of the transportation industry where there are minimal margins. They are great at this. The real kicker has been their airline division, which doesn’t seem to be able to get off the ground. Very tough market. Tweet finance |
Price: $3.890 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-04-17 | PAST TOP PICK | Benj Gallander |
(A Top Pick April 17/12. Down 3.76%.) They key is the C series. Will it ramp up and when? Supposed to be flying in June and has already had one delay. He has this one as a Hold. Tweet finance |
Price: $3.880 Subject: CONTRARIAN INVESTING Bias: CONTRARIAN Owned: Yes |
| 2013-04-12 | COMMENT | James Telfser |
When developing a new plane, there is a lot of CapX involved which limits the amount of dividend increases that can be made. Tweet finance |
Price: $4.020 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-09 | HOLD | Christine Poole |
On her watch list because it is a relatively cheap stock. The catalyst for this is their 1st flight for the C series, which is supposed to happen sometime in June or July. Tweet finance |
Price: $4.080 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-26 | DON'T BUY | Bruce Campbell |
Hasn’t liked this one for a long time. Outlook on the aviation side is too lumpy for him. He sees a fairly flat outlook for this one. Tweet finance |
Price: $3.960 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: No |
| 2013-03-19 | DON'T BUY | Michael Sprung |
Thinks they are looking to increase their footprint globally. So much is riding on their ‘C’ series jet and that they would get so much of the global market share and he is now not sure they will get the market share they intended. Their competitors are coming out with competing jets as well as refurbished existing models. It’s hard to make a call at these prices. Prefers CAE-T Tweet finance |
Price: $4.190 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2013-03-15 | COMMENT | Randy LeClair |
Preferred C’s. These are below investment grade right now. If he owned, he would probably Sell. You are probably better off to look at something longer-term. Tweet finance |
Price: $4.280 Subject: FIXED INCOME Bias: BULLISH Owned: Unknown |