Nicolas Owens

We’ve raised our fair value estimate of GE Aerospace stock.

Undervalued by 31%, this wide-moat stock looks attractive despite market conditions.

We’ve reduced our fair value estimate of Air Canada stock.

We’ve raised our fair value estimate of Air Canada stock.

We’ve raised our fair value estimate of Bombardier stock.

We haven’t altered our forecast or fair value estimate for the stock.

We’ve raised our fair value estimate of GE Aerospace stock.

We’ve lowered our fair value estimate of Air Canada stock

Here’s what a strike could mean for Air Canada stock.

We’re slightly increasing our fair value estimate for Air Canada stock.

We are not yet modeling a permanent shift in demand for Bombardier’s products or its manufacturing costs for 2025-28.

Management expects a 3%-5% capacity expansion in 2025 amid uncertainty about economic results in Canada.

This company has increased its dividend for 22 consecutive years.

We have not altered our forecast or fair value estimate for Bombardier stock.

With continued profit expansion and a raised fair value estimate, here’s what we think of GE Aerospace stock.

The firm enters our aerospace and defense coverage with promising growth prospects and industry-leading operating margins.

New leadership will likely increase the probability that the firm can dig itself out of its mess and deliver high-quality planes on schedule again.

The gravest injury in most recent commercial jet accidents is to Boeing's reputation.

We're starting coverage of Bombardier stock, and we think the narrow-moat business jet manufacturer is prepared for take-off.

With earnings and revenues that surpassed Wall Street’s expectations here’s what we think of Air Canada Stock.