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Gold/Mining/Energy : Dorel Industries (DII.B , M or T) good earnings report
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To: Hassan Lakhani who wrote (70)11/7/1999 6:18:00 PM
From: Jay Arkay   of 96
 
Hassan, Sorry for slow reply. I believe that Bombardier is also worth holding for the longer term--another great Quebec company like Dorel. Bombardier is one of Canada's few pre-eminent big-cap growth companies; they go from strength to strength. Given its size, longer growth record, holding by major institutions, and analyst coverage (all superior to Dorel's), Bombardier will naturally command a considerably higher PE ratio than Dorel. Both Bombardier management and the analysts are predicting strong continued growth in sales and EPS over the next 3-5 years, so I would rate it an excellent prospect for long-term investors. As to whether BBD has "much upside left over the next little while," I am unable to comment as my investing horizon and style is much longer term. Nevertheless, I do believe that Dorel remains an excellent holding both intermediate and long-term (but who knows about the weekly or monthly share price movements?) One thing that Dorel has in its advantage vis-a-vis Bombardier is the prospect of a significant expansion of PE multiple over the next 2-3 years as the company continues to grow and command greater analyst/institutional attention. Combining PE expansion with ongoing EPS growth offers the prospect of very handsome returns for the investor--so long as Dorel continues to perform.
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