TDG News and Press, Transdigm Group Incorporated Inc. From 01/14/21

"Given our new lower estimates and material market appreciation, we now view current valuation as fair. [[TDG]] stock has appreciated 30% since August of 2020 and is trading at 1.86x NTM P/FCF, which is over three standard deviations above TDG’s historical mean," BofA analysts includin...

Boeing (BA) -3.5% pre-market after a 737-500 flight operated by Sriwijaya Air carrying 62 people crashed in Indonesia on Saturday.Top Boeing suppliers Spirit AeroSystems (SPR) -3.9% pre-market; others on watch including [[TGI]], [[HXL]], [[HWM]], [[ATRO]], [[TDG]], [[CW]].The 737-500 model is...

TransDigm Completes Acquisition of Cobham Aero Connectivity PR Newswire CLEVELAND , Jan. 5, 2021 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) announced today it has completed substantially all of its acquisition of Cobham Aero Connectivity ("CAC"...

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Our overbought indicator suggests the market could experience a 5% to 10% pullback soon. The best large-cap sectors and industries to buy, including industrials and financials. The highest-rated big-cap stocks to target on a correction. For further details see: The Best ...

Chase Coleman’s 13F portfolio value increased from $25.79B to $35.53B this quarter. Tiger Global increased Pinduoduo and CrowdStrike Holdings during the quarter. The largest three positions are JD.com, Microsoft, and Sunrun and they add up to ~25% of the portfolio. Fo...

Stephen Mandel’s 13F portfolio value increased ~17% from $19.79B to $23.20B. The number of positions increased from 29 to 32. Lone Pine Capital added DocuSign and Square while reducing Booking Holdings and dropping Salesforce.com. They also increased Coupa Software. The top...

The pandemic has hit airlines hard, and has taken commercial aerospace companies down as well. In this Motley Fool Live clip from Nov. 19, Motley Fool contributor Lou Whiteman explains why TransDigm Group (NYSE: TDG) is his top commercial aerospace pick, arguing that even af...

TransDigm continues to perform within one of the hardest-hit sectors of the economy. Its proprietary product offering enables the company to command premium margins for a manufacturer. Predictable and recurring aftermarket vertical continues to drive the business forward. Mana...

David Abrams’ 13F portfolio value increased this quarter from $3.09B to $3.16B. The number of positions decreased from 20 to 19. Abrams Capital Management increased Energy Transfer LP during the quarter. The top three positions are Lithia Motors, Facebook, and TransDigm Gro...