TDG News and Press, Transdigm Group Incorporated Inc. From 11/03/22

TransDigm Fourth Quarter Earnings Report and Conference Call Set for Thursday, November 10, 2022 PR Newswire CLEVELAND , Nov. 3, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2022 fourth quarter earnings be...

Summary TransDigm is one of the world's largest suppliers of aerospace supplies, with a large share of proprietary products, low competition, and high aftermarket exposure. The company is recovering from the pandemic, resulting in a return of double-digit EBITDA growth and satisfy...

Summary In this article, I explain how I generate ideas and my methodology of adding companies to my watchlist. I also discuss certain areas of my watchlist, including merger arbitrage, semiconductor equipment, and defense contractors. I showcase my entire watchlist and discus...

Summary This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion in Assets Under Management. From 1/2/2016 to date investing in all 50 stocks, equally weighted, would have produced a total retu...

Dan Loeb's 13F portfolio value decreased from $7.68B to $4.22B this quarter. The number of positions decreased from 75 to 58. Third Point added Colgate-Palmolive, Antero Resources, Walt Disney, and T-Mobile US. They also increased Ovintiv. However, net equity exposure was cut sharply ...

On August 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q2 2022. I curated a list of some high-profile hedge funds and looked into their holdings at the end of June 2022. June was a temporary bottom in the marke...

20 new highs and up 25.77% in the last months. 12 Wall Street analysts rate it Buy or better. Price targets as high as 801.00. The Chart of the Day belongs to the electrical control manufacturer TransDigm Group ( TDG ). I found the stock by sorting the Russell 30...

David Abrams’ 13F portfolio value decreased this quarter from $4.28B to $3.72B. The number of positions remained steady at 18. The portfolio was untouched this quarter. The top three positions are Lithia Motors, Change Healthcare, and Asbury Automotive. They add up to ~38% ...

TransDigm is one of the world's largest aerospace suppliers with a unique business model benefiting pricing and aftermarket sales. The company had a great third quarter even though long-haul demand keeps sales from reaching pre-pandemic levels. TDG stock's valuation is fair, and I...

Image source: The Motley Fool. TransDigm Group (NYSE: TDG) Q3 2022 Earnings Call Aug 09, 2022 , 11:00 a.m. ET Operator Continue reading For further details see: TransDigm Group (TDG) Q3 2022 Earnings Call Transcript