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SAFRY News and Press, Safran S.A. ADR From 11/10/23

Stock Information

Company Name: Safran S.A. ADR
Stock Symbol: SAFRY
Market: OTC

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SAFRY - Safran: A Good Company, But 'Hold' Due To Valuation

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...

SAFRY - International Wide-Moat Stocks On Sale - The November 2023 Heat Map

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...

SAFRY - ClearBridge International Growth ACWI Ex-US Strategy Q3 2023  Commentary

2023-10-26 09:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A historically wide di...

SAFRY - ClearBridge International Growth ADR Strategy Q3 2023 Commentary

2023-10-26 08:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A historically wide di...

SAFRY - ClearBridge Global Growth Strategy Q3 2023 Portfolio Manager Commentary

2023-10-22 09:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We have been surprised...

SAFRY - International Wide-Moat Stocks On Sale - The October 2023 Heat Map

2023-10-09 12:37:47 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...

SAFRY - GE-Safran joint venture uncovers more jet engines with fake parts

2023-10-04 14:48:03 ET More on Boeing, Airbus SE, etc. General Electric Is Ready For A Price Correction (Technical Analysis) Boeing Suffers Big Loss On Air France-KLM Blow General Electric: Near-Term Upside Could Be Priced In Airlines scramble to inspect jets...

SAFRY - RTX's uncertainties with Pratt engines merit caution: Morgan Stanley

2023-09-25 15:57:11 ET More on RTX RTX: Long-Term Holders Should Take Advantage Of Its Valuation And A Yield Over 3% RTX Corporation: Once Engine Issue Resolves, The Share Price Will Takeoff RTX May Have Momentarily Lost Its Wings - Reversal Remains Speculative ...

SAFRY - BAE Systems: Add To Watchlist But Don't Climb Aboard Yet

2023-09-21 14:41:04 ET Summary For this quality company, a new buyer would need to pay a premium at its current valuation. Recommend add to watchlist and wait for a pullback. Compare to industry competitors, BAE Systems has superb margins. The company's Backlog order 3x's thei...

SAFRY - FTAI Aviation: An Attractive Bet On Growth

2023-09-06 09:58:29 ET Summary FTAI Aviation Ltd. owns and leases commercial airplanes and jet engines, with a focus on CFM56 engines. Q2 2023 revenues grew by 150%, but adjusting for asset sales, revenues grew by 30%. FTAI Aviation is expected to have significant upside based...

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