SAFRF News and Press, Safran S.A. From 01/09/24

2024-01-09 18:04:24 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2023-12-06 08:34:27 ET More on Boeing, Airbus SE, etc. Boeing: 69 Billion Reasons To Buy Why The Boeing Shock Message To China Was Effective Ryanair: Upside On The Horizon White House warns military funding for Ukraine is nearly gone Boeing eliminated...

2023-12-05 22:50:05 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2023-11-26 08:35:36 ET Summary I view RTX as an excellent play on structural tailwinds in the aerospace and defense industries, given favorable outlooks for volume and mix in both markets. Backlog development has accelerated recently with peer leading >10% YoY growth since Q4 '...

2023-11-23 08:45:25 ET Summary Rolls-Royce is a major engine manufacturer, focusing on aero engines for commercial and business jets, military engines, and power systems. The company has faced challenges due to cost overruns, reliability issues, and a focus on aftermarket revenues...

2023-11-22 12:06:56 ET Summary RTX Corporation stock gained more than 8% since September, with changes to shareholder returns. The GTF turbofan program is facing difficulties, but the long-term value is expected to be significant. Collins Aerospace and Pratt & Whitney segm...

2023-11-20 08:24:09 ET More on Safran SA Safran: A Good Company, But 'Hold' Due To Valuation Safran: A Massive Aerospace Buy Safran says Italy doesn't approve of planned Microtecnica acquisition CFM said to remove half of jet engines with suspect parts from s...

2023-11-15 10:00:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...

2023-11-10 22:57:08 ET Summary Safran was a significant investment in the arms/industrial sector in 2022, with me shifting my rating in early 2023. I sold my position in Safran after achieving an initial outperformance of more than 6x compared to the market. The overall return...

2023-11-07 17:07:59 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...