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.
He bought this years ago. It rose to over $30 but didn’t quite hit his buy price, then the wheels came off the car and he still has it. He was unhappy with some of the previous President’s actions but now they are making some deals that seem reasonably good. Their debt is huge. They may have to cut the dividend again. He is holding it because it has tremendous upside if it can recover. He expects a lot of write downs in the near future but is giving the new President the benefit of the doubt.