Analyst CommentQuite the change from less than two months ago. GLTA
DON'T BUY
Bombardier Inc (B)(BBD.B-T)
08/11/2024
Strong company that has been under owned lately. Recent quarterly earnings not as good as expected. Working capital and supply chain issues also concerning. Riskier name given lately results. Would not buy at this time.
Transportation Equip & Components
Greg Newman
$97.950
Unknown
BUY
Bombardier Inc (B)(BBD.B-T)
16/09/2024
The working capital might be a bit of a drag but the balance sheet is good with good de-leveraging, free cash flow and market expansion. It looks like earnings per share could be 35% compounded annually to 2027. There might be some M&A in 2025. It is not expensive and doesn't get the respect it deserves.
Transportation Equip & Components
Greg Newman
$91.090
Owned