Bombardier Inc. T.BBD.A

Earnings results likely moot event

[clubhouse19]

IMO  Looks like the the most important single issue for the next few months, at least, will be what the recent events In Europe and Ukraine and Russia will do to the markets. 
  This years BBD.3rd qtr earnings may become a moot event considering what is going on overall.
 Seems like this will be the period that we come as close as ever to a nuclear event even worse than the Cuban misile crisis specifically in Europe.

This is not being alarmist, just  interpreting the events as I see it.
  IMO the market will be sold into any rally and fear will take over.

As they say, buy into the fear, but WHEN will be the question.

IE and  there are plenty more
1-Putin is being backed into a corner and will in the end have nothing to lose as he will fear for his life.
 2- Fascist factions taking over in some countries like Italy with saome descendants of Mussolini already in power. That's apart from other countries using migration as an issue. As in the US and parts of Canada such as Quebec.

 3- UK may be  going into hyper inflation with this new leader and proposed tax cuts all around when the economy will not support it .
  4- relatively good chance that the US will also be run by some faction of the crazies.
  5- If all the above isn't enough, we have a recession that is more likely than not.
  6- Stubborn Inflation as even the banks are taking a hit even with rising interest rates.

  Most pundits that have any sense of being unconflicted are shouting CASH IS KING.

[clubhouse19]

Some sense on the UK front as they scrapped the tax break for the rich. That's positive IMO.

[PabloLafortune]

I agree. Plus the inflation effect, European economy in tatters?, COVID aftermath and the lack of transparency in China. Its just too much all at once. Notwithstanding that Bombardier is a very well managed company with outstanding products and a bright future with huge upside from de-leveraging, the markets - notwithstanding today - are rattled. We have to remember that in 2008/09 everybody was

[clubhouse19]

Pablo Its not IMO that the inflation  will affect the bomber that much in evaluation as to the share price, more like what this affects the overall market that will inevitably affect Bombardier collaterally.   All the other events as mentioned, depending on the depth of those crisis will certainly affect bombardierto a certain extent as people go into their financial bunkers for

[johnney]

Clubhouse19, I agree on this post!

[PabloLafortune]

Yeah, that's what I meant - won't affect Bombardier itself for the most part due to backlog etc but it will probably impact its share price if the stock market goes down some more. I am told the Chinese economy is pretty bad - real estate is terrible (the big thing over there is they start paying mortgage interest on houses even before built!) and the COVID lockdowns has shaken people'

[Starsearcher80]

Pablo, the things you have listed as "all too much" are not in any way new things.  Taken individually, Inflation has been an issue now since last January. Yes, we are seeing the Fed dealing aggressively with this.  It's a little ironic as some severe cracks start showing in the economy, that the market cheers today, with the thought that the Fed will be easing up...and

[PabloLafortune]

Star, the thing about inflation is, it really only impacts the poor and middle class standard of living as they themselves have no pricing power. The wealthy only feel it when interest rates rise and asset values reset lower. Now we have both. I mention COVID because the recent lockdowns in China has shaken people's confidence in the govt. More importantly, ask yourself are we in a worse

[Starsearcher80]

Pablo, it's an interesting discussion.  My problem is that right now I can argue with valid reasons the full spectrum of possibilities for the market.  But that's because it's a market I just haven't seen before. For example:  A recession with huge job demand?  Inflation that isn't driven by normal inflationary pressures but by ongoing supply chain issues