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.
This is a classic “buy when there is blood in the streets.” If you believe oil prices will remain at these levels for an extended period of time, this company will benefit from higher levels of capex in the oil sector. This is very cheap for a global equipment company. Yield 3.2%. (Analysts’ price target is $16.10 )