SAFRY News and Press, Safran S.A. ADR From 02/06/24

2024-02-06 05:53:19 ET Summary Safran presents with attracting long-term economics for positioning against the aerospace and defense industry. Industry tailwinds have unlocked production advantages in turnover and at the margin, driving FCF for redistribution and growth of future ...

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...

2023-11-30 00:50:33 ET Summary Tweedy, Browne's 13F portfolio value decreased by 2% to $1.87B this quarter. The largest position in the portfolio is Berkshire Hathaway, followed by Alphabet, Johnson & Johnson, Ionis Pharma, and Coca-Cola FEMSA. Tweedy, Browne made new stak...

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...