Bombardier (NASDAQOTH:BDRAF.PK)

hybridinvestor (26.29) Submitted: 4/28/2010 4:18:34 PM : Start Price: $5.25 BDRAF.PK Score: -37.27

#3 plane maker (#1 in biz jets), #1 train maker in the world. $2B+ in cash. Just did a tender offer to refi most debt coming due in 2012-2014 out to the end of the decade. C-Series plane sales gaining traction and the Train division this past report actually boosted revs/margins. Will definitely be near-term issues with European crisis and strong loonie but their great product array I believe will overcome it in time. Huge backlog as well at $40B+. Like that they are more diversified with the train segment than ERJ, BA, and Airbus.

Scoubi (74.70) Submitted: 6/7/2009 9:00:20 AM : Start Price: $3.01 BDRAF.PK Score: +15.35

Bad quarter result.
It will go down for now.
Hopefully picking up later.

NorthPolePenguin (< 20) Submitted: 4/5/2009 12:37:14 AM : Start Price: $2.75 BDRAF.PK Score: -21.23

Trains are going to be necessary, and the plane crash has driven Bombardier down. The basics of the business are very strong. Oil prices will increase or at least stabilize and then skyrocket once economic recovery begins, mandating trains. As many others have noted, planes and trains are a hedge and massive public works spending will require more trains.

torpeydo (< 20) Submitted: 3/16/2009 4:45:51 PM : Start Price: $2.32 BDRAF.PK Score: -12.15

Planes, trains and automobiles (well, snowmobiles)

Namirius (< 20) Submitted: 3/9/2009 6:26:14 AM : Start Price: $1.85 BDRAF.PK Score: +8.44

Newsflow might hit them in the short run but stimulus packages aiming at public transport should help them. The diverisifcation effect trains vs. planes is a good one and in the long rund they should profit from the fule efficient fleet they offer. This effect will be visible only once oil prices go up again... therefore the rather long term range of my opinion.

A6EIntruder (69.64) Submitted: 2/5/2009 8:16:29 PM : Start Price: $2.83 BDRAF.PK Score: -23.65

Bombardier makes two key pieces of the transportation puzzle: rail and aircraft. It has a nice profile in terms of revenue and orders booked, particularly in aircraft.

The growth in air travel favours movers who are positioned to design and certify (typically a 3 year process on the inside) short-haul, "regional" aircraft. This is a market that both Boeing and Airbus have departed entirely.

I look for the market to favour Bombardier and Embraer aircraft in the next two years. Their biggest hurdles are credit markets which affect aircraft leasing. At some point even the frostiest freezer will thaw, and when it does, Bombardier is ready to pounce in the regional aircraft market.

Brent2223 (48.19) Submitted: 8/18/2008 2:49:04 PM : Start Price: $6.86 BDRAF.PK Score: -54.37

Environmental play - public transit (rail business) and small regional planes (fuel efficient and plays into airline downsizing) should both fair well.

calebdog3 (45.41) Submitted: 8/12/2008 4:20:17 AM : Start Price: $6.61 BDRAF.PK Score: -50.87

Rich people will not tolerate the hassles of commercial aviation today, so private aviation is booming. Smaller companies time-share. Urban areas worldwide are building light-rail systems. High-speed trains continue to attract media attention. Bombardier excels in all three areas. The company has a reputation for fuel efficiency.

ivstaline (< 20) Submitted: 8/8/2008 11:18:24 PM : Start Price: $6.61 BDRAF.PK Score: -50.87

Good management

Good products i n both the aircraft and rail transportation industries

Good posture in the short and medium haul i.e. the regional jet business.

FUEL ECONOMY IS THE MAJOR CONCERN IN THE AIRLINE BUSINESS