RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:UP UP UP + 2.38$ (2.48%) DIRECTION JULY 25 THstock4life48 wrote: I manage my own portfolio, I am the client. I got it by being right and prove my hunches with solid information, research, fundamental and technical analysis. I have recommended stocks to other people and they usually grill me on questions which I have every answer to because I am invested myself. I don't get a penny for the advice. I am here to read what people post, some is good and that's why I am here. I also verify and research any claims with back up and facts, usually from multiple sources
When have I ever corrected your spelling? right, never. Ditto with grammar because I don't care, we all use our phones sometimes
I would recommend Bombardier, the vast majority of my money is invested here which is much more then 50k shares. I currently have no plans to sell in the next 12 months. I might do some swing trading on 10,000 to 15,000 shares on a week swing SOMETIMES
Don't care about a stock split, its so far down my priority list over debt reduction, growth, possible M&A and dividends. Some buybacks are fine, but again not a priority. I also desperately want to see a listing on Nasdaq or NYSE as a priority. BBD is a long term growth stock and will easily outdo Dollarama (which I have no money in). My main focus is on the next 6-18 months, after that I want to see guidance from BBD post 2025. Their previous guidance to 2025 was spot on, they did tweek it a little by increasing revenue to 9B in 2025 and they met all their delivery targets and financials. I am a conservative investor as you can tell, its better to be around the average because BBD has fummbeled so many times between 2000 and 2022. If they over promise and under deliver people will wonder is this 2000 to 2020 again and the stock will dump and HARD.
My prediction: In 2011 EBITDA was $1.535 Bil, long term debt 4.635 Bil and the stock price hit ~$182 in March 2011. Yes I am aware it was a different company with trains, etc, but financials are financials. In 2025 EBITDA is to be 1.68 Bil by street average, long term debt should be $4.6 Bil (I am assuming $1 Bil in debt paid off between Q1/24 @ $5.606 Bil and end of 2025 given forecasted ~1.2 Bil in FCF. You are correct there was a recent 100M payment on LTD). Stock price should therefore hit 182 next year, probably higher given the higher EBITDA #. Lets say$182 is average prediction, but definitely think there is room for possibly $200 in 2025
We're on the same page now. Thanks for your opinions.
Respect for other's opinions, goes a long way. I disagreed with a poster here called Snowey on the weekend, about TRUMP, but I have to give him some credit on the statement he made, that we're all
"commom men here" trying to make money. So we should all respect each other to agree to disagree. I'm not interested in measuring my thing with yours if you don't mind, to see who's is bigger. We all have cahunas for even being in this stock. So put our pride aside, and let's work together to give eachother the best information possible.
Now to your post
I don't swing trade this stock often. I've invested way too much in this one stock, the last 8 years already. I've averaged down 6 to 8 times for the kids too. I'm done trading this. My money is used for much more fruitful stocks. GL to u.
The problem of this stock is, Pierre Beaudoin (PB). He is a liar, and he lied to the shareholders from 2015 to 2021, and now he's dealing with this Lawsuit (today's press release).
Ironicly, if he didn't lie, the company would have gone under. I'd like to see a share split at around $150 to get more interest with new Investors, by taking the stock down to a lower price, and that way we get some of our shares back too. So I can sell less shares, at higher prices, and still have the float under 300M shares. This gives us much more liquidity each day, without the many low daily volumes from Investors.
A US listing isn't happening for some reason. I think we touched on that the other day when we talked about
the NY Junk Bond settlement. It could be that PB and the Family are afraid of the court casses in the US, that are possible with the Family's conduct, with shareholders. This dual share structure is not a hinderance to this Family from lying to their shareholders. I don't understand this thinking, but they don't care about the Investors. "Dissemination of true information" isn't in the PB's Family's vocabulary. They don't care that this is a Publically Traded company. People/posters here could tell you the Families dynamic. This is a public company, and they'll keep it Quebec with dual share structure where they are safe from lawsuits. Hence we're dreaming for a US listing. Their Revs are increasing, and they will grow the company through acquisitions and Organically. They now have someone who is watching the company's bank account in Bart D., and someone knowledgeable in EM running it. Their deliveries will increase according to the demand, and backlog, and you can take that, to your conservative investing bank. I'm a risk taker, so a high reward Investor, and now I'm calm with this company's
visible situation (as Bicente would say, "the skies are blue"). If Bart and EM go, I may reduce my whole position to a manageable #. I see Revs in the $10B range in a couple of years, and their margins increasing to the 25% range. I see
+FCF in the $1.5B to $1.6B range in that 2 year time frame. So buckle up, and see that they don't expand too quickly, like acquiring Belfast, and trying to do too much with this company, which is usually a detriment to to managing the whole thing (overgrowth). Can't wait for Thursday to see the delivery #'s, so we can find out where we could have gone wrong on our Q1/24 count.