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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and 5i Team,
Do you see much more upside to Bombardier, bbd.b.
I am currently up 20% on this one and wondering what your thoughts are with regards to potential upside considering the delays testing the new aircraft. They are releasing results in a couple weeks and was thinking of selling prior to the announcement.

Any thoughts / advice would be appreciated.
Thanks,
Paul
Read Answer Asked by Paul on July 18, 2013
Q: Peter and team,

I'm a new member and first off just want to say that I find the info and responses provided on the website to be awesome. Easy to understand, thoughtful but to the point. I've watched Peter on BNN over the past couple of years, and always came away impressed with what you had to say, very glad that I finally made the decision to sign up with 5i.

Enough butt kissing, my question is on Bombardier. I consider Bombardier to be a core 2-5 year holding in my portfolio (currently slightly above my equal weight of 5%). My rationale is 3 fold, 1. trading near historical lows, 2. healthy pipeline of contracts, 3. Heavy political support for the company, and aerospace industry as a whole. Having said that, its still aerospace and therefore a huge risk.

What are your opinions of this company looking out in the mid term, 2-5 years, and even the Canadian aerospace industry for that matter? Are you with this as a core holding, or recommend that I look elsewhere for my Aerospace needs (ie. your recommended MacDonald Dettwiler and Associates Ltd.)?

Thanks!

Ray
Read Answer Asked by Ray on April 12, 2013