Ranks extremely well in his database. Have contracts for major helicopter companies for helicopters and helicopter transmissions. Earnings are expected to double from '06.
(A Top Pick Sept 15/05. Down 20%.) Reported a disappointment in earnings. In the near term the outlook is for a somewhat lumpiness in their earnings. Still likes.
(A Top Pick Oct 27/05. Down 4%.) Had a negative surprise earnings report. Ranks 521 in his database. Has a 15 P/E and thinks it will have very good growth in 2007. Sold his position.
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