Stock price when the opinion was issued
Tremendous run over the last couple of years, so you need to be careful. You don't necessarily need to sell, but you need to be prudent by rebalancing and getting back to a level of risk you're comfortable with. Stick with the winners, and this one is. Still positive on it, but make sure you're not over-exposed.
Now a pure-play aircraft engine market leader. Sees it still dominating the jet engine market. Value score of 3/10. Analysts still see ~15% upside. Technically, looks to be trying to break out above $170; if it goes higher, could see a bit of a breakout.
Looks to be hitting a ceiling. Great run, aerospace is an exceptional business. Hold in short term and take some profits soon.
3.5% dividend. You saw a pretty big move since the financial crisis. Not a screaming buy but you could hang on for the yield and for the spin out of the leasing business. Prefers Element Financial. Thinks you will get a better valuation if you split up the company. You aren’t getting paid to own these conglomerates any more.