TDG News and Press, Transdigm Group Incorporated Inc. From 08/01/22

Airline earnings season proved to be a mixed bag for the sector, with CEOs forecasting continued strong demand at least somewhat offset by soaring costs. Though the forecast failed to inspire airline investors, it was good news for some of the industry's top suppliers. Shares of one such co...

TransDigm Third Quarter Earnings Report and Conference Call Set for Tuesday, August 9, 2022 PR Newswire CLEVELAND , Aug. 1, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2022 third quarter earnings before t...

The assumptions you sometimes make in investment are curious, and one of them is that defense companies will always find a way to source supplies. They've been careful with things like titanium and other strategic resources, but what about people? Regardless of what they do, Russi...

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 Assets Under Management. From 1/2/2016 to date, investing in all 50 stocks, equally weighted, would have produced a total return of 84.7%, a...

A 3-5 month prospect from here of DCO share prices could reasonably range from a low $43.01 to a high $52.48 from its present price of $42.63, a +23.1% gain. 22 positions like today’s in 1261 market days of the past 5 years was net gains at 18.5% each during 36 market days (7 w...

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 Assets Under Management. From 1/2/2016 to date investing in all 50 stocks, equally weighted, would have produced a total return of 69.6%, an...

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 be worth your time for further analy...

Technical research shop Thrasher Analytics is out with a list of stocks most important to hedge funds. "Using the Thrasher Analytics Mean Reversion Indicator (TAMRI), I've sorted the stocks by their combined (Absolute & Relative) score, showing the 1st and 4th quartiles," Andrew Thrasher ...

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 Assets Under Management. From 1/2/2016 to date investing in all 50 stocks, equally weighted, would have produced a total return of 73.6%, an...

David Abrams’ 13F portfolio value decreased this quarter from $4.56B to $4.28B. The number of positions remained steady at 18. Abrams Capital Management increased Coupang and Cantaloupe while reducing AMERCO during the quarter. The top three positions are Lithia Motors, Alp...