RE:RE:RE:CIBC Economics Not Bullish On Aerospace@ ib1temporary - It's important for retail investors to be able to distinguish between different kinds of reports if they want to make money.
You posted reports from CIBC stock anaysts that cover Expedia and Air Canada. The article that I posted cites CIBC macro economists. Those are two very difffernt types of reports. Without getting too deep into the weeds on the differences, it's basically micro vs. macro economics.
I clearly posted that the cited report is by CIBC economists and this is their specific opinion on the aerospace sector. " High energy prices and a slowing global economy could hurt other important Canadian export sectors such as aerospace, motor vehicles and parts, and machinery." That is clearly not a bullish statement on the broader economy and the impact that it could have on the aerospace sector.
Unfortunately, Clubhouse19's limited education doesn't allow him to understand that BBD can do well even in an imperfect macro environment. Perhaps if you showed him the reports that you've cited, he'd stop flying off the handle.