Dorel Industries Ord Shs Class A T.DII.B

Buzz on the Bullboards: Bombardier, world woes, a smart fridge, and top shelf weed

[Jonathon Brown]

A highlight of the week was Bombardier (TSX:BBD), which reported impressive growth in its Q3 2024 results. read article.

[jmkOttawa]

I wonder if it's premature to close the US furniture plant and move all manufacturing to Canada?  If the across the board tariffs are put in place and manufacturing for Dorel home has been

[jmkOttawa]

And patience..!!

[jmkOttawa]

No choice but to be patient. Capitulation at this point would be a mistake. Even if they don't succeed with home and it's liquidated (which I don't think will happen), juvenile has value

[jmkOttawa]

They are fighting for survival with home. They have no choice but to be optimistic if they hope to gain the liquidity to do what needs to be done. I'm in the same position. It's not

[McRambus]

Yes this is my point. The market is pricing Home for bankruptcy but not giving Juvenile much credit, Juvenile alone is flying, gaining market share with 10% organic growth and climbing. I read some of

[jmkOttawa]

Just listened to the cc.  It is going to be another year of waiting.  If they execute properly, there is massive value to be uncovered. Juvenile alone is worth considerably more than the

[McRambus]

Welll I gotta say this is starting to get a bit overdone. We were at $5.50 a few days ago now just above $4 for more than 25% loss. The performance at Juvenile was solid but Home has been a drag. They

[jmkOttawa]

I hear you. Same, by about three years.....

[whytestocks]

NEWS: $DIIBF REPEAT - Dorel Industries Will Hold a Conference Call to Discuss Its Third Quarter ResultsMONTREAL, Nov. 13, 2024 (GLOBE NEWSWIRE) -- Dorel Industries, Inc.  (TSX: DII.B

[McRambus]

Starting to look like we are in for another bad quarter. The stock has been grinding lower August. I think we will hear that the furniture division has not recovered and is siphoning the profits from

[jmkOttawa]

Curious why?

[PressRelease]

New Maxi-Cosi See Pro 360° Baby Monitor's revolutionary CryAssist™ technology will help parents understand baby talk FOXBOROUGH, Mass. , Jan. 9, 2024 /PRNewswire/ -- Maxi-Cosi, a leading baby gear brand of Dorel Industries Inc. (TSX: DII.B, DII.A), known for its innovative designs, is today...read article.

[McRambus]

Also Letko Brosseau has added to their position several times the past 6 months. This stock could go up 100% from right here and the valuation would still be a joke. LOTS of upside here folks.

[jmkOttawa]

So true, and they will likely return to profitability in 2024.

[McRambus]

Don't forget that Gates City Caoital quietly bought up a 3 million share position for a 10.5% stake. So between management, Letko, Brandes and Gates this is very tightly held.