I like Bombardier's prospects in aircraft sales as airlines add capacity. They are competing directly with Embraer and can shave some of Boeing's customers, especially in the 717 and 737 airframes, as Bombardier's regional jets enjoy quite a few advantages.

My real start point was significantly lower, but it was not in the Fool.com Universe until very recently, so I'm putting in a pick and a comment now.

First off, the Event, as everyone knows, is a successful C-Series launch. It has to come sometime! And when it finally does, both new and confirmed orders should start pouring in, especially in light of BA's and Airbus's well-publicized problems and ERJ's last very significant earnings report, which showed essentially that it is a braggart trading in Hopium and contracts placed too low.

Aside from the C-Series, the train division is doing much better and private jets will - not may, WILL - experience a Renaissance based on any pickup in worldwide growth, to which this sector is one of the most closely tied.

Then, there is currency. The Loonie tends to move with the WTI, Gold, and the TSX. After a long, long drought, all three may be improving, and the Loonie could move back to parity and beyond.

If that is the case, the US versions of dual-listed Canadian-US stocks will reflect it very quickly. This mostly concerns the Canadian Gold companies and their stocks now. But the US stocks of Bomber will also be quickly affected.