Capital Goods Canadian Community
Our community narratives are driven by numbers and valuation.
Capital Goods Canadian Investing Ideas
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more
MDA Space - All-round solutions for space
Key takeaways The main source of income is the market for Low Earth Orbit (LEO) and Medium Earth Orbit Satellites (MEO) with a revenue share of almost 60%. The space industry is currently experiencing strong growth and is expected to grow by an average of 9% per year until 2035.Read more
Expect Bombardier's 13.43x PE Ratio to Drive Profits
Bombardier Inc. (BBD-B.TO) has been on a strong upward trajectory, with its stock price climbing from ~$49.69 in early 2024 to ~$85.05 in early 2025.Read more
Brazil Project Expansion And Digital Rollout Will Support A Stronger Long Term Narrative
Catalysts About Ag Growth International Ag Growth International designs and supplies equipment and solutions for grain, food, feed and fertilizer handling, storage and processing across global agricultural markets. What are the underlying business or industry changes driving this perspective?Read more
Rising Regulations Will Limit Jet Sales Despite Aftermarket Gains
Key Takeaways Heavy reliance on business jet sales exposes Bombardier to industry shocks, regulatory risks, and market downturns with limited diversification to offset earnings volatility. Ongoing operational challenges, rising costs, and legacy reputational issues threaten profitability, customer trust, and long-term revenue growth.Read more
Global Digital Simulation Advances Will Expand Air And Defense Training
Key Takeaways Continued air travel and defense sector demand, along with technological innovation, provides CAE with strong opportunities for recurring, high-margin revenue growth. Expansion into business aviation and healthcare simulation diversifies income streams and reduces exposure to industry cycles.Read more
STN: Index Addition And Contract Wins Will Support Balanced Medium-Term Prospects
Key Takeaways Strategic acquisitions and expansion into new regions are driving greater diversification, access to new markets, and strengthening recurring revenue streams. Emphasis on digital transformation, operational efficiency, and higher-margin consulting services is supporting profit margin growth and long-term earnings potential.Read more
International Expansion In Brazil And EMEA Will Unlock New Opportunities
Key Takeaways Global expansion and infrastructure investments are driving diversified, visible revenue growth, supported by strong demand trends and a robust project pipeline. Operational improvements, financial discipline, and innovation are enhancing margins, boosting cash flow, and positioning for long-term market leadership.Read more
Analysts Raise Badger Infrastructure Solutions Price Target Amid Optimism and Cautious Outlook
Key Takeaways Surging infrastructure demand and utility maintenance drive reliable, recurring revenue growth and stronger contract visibility for Badger. Operational efficiency, fleet expansion, and a strong balance sheet support margin gains, diversified growth, and capital returns.Read more
