stillwater9999

Edward Roche (Ed)

stillwater9999’s Activity

Today

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stillwater9999 replied to the Saul's Investing Discussions board. 10:55 AM

Re: What role does P/E take in your decision?

One great discussion on p/e is in Peter Lynches book "One Up on Wall Street", Part 2, Chapter 10 (Earnings).

The p/e ratio must be considered in light of earnings growth and many other factors in valuing a stock. I generally get [more]

Yesterday

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Boards Post

stillwater9999 replied to the Weekly Analysis Club board. 6:58 PM

Re: Astronics (Notes and Analysis) Part 1

Reading through the three most recent earnings calls, I see they talk about "shipping" product apparently in connection with Apple orders for the test division. So that would sound more like test equipment. ATRO makes a number of test [more]

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stillwater9999 posted to the Hidden Gems boards. 5:04 PM

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stillwater9999 posted to the Hidden Gems boards. 11:14 AM

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stillwater9999 posted to the Value Hounds board. 10:09 AM

Why did the 8 legged chicken cross the road?

BEIJING—Yum Brands Inc.'sKFC(YUM) is suing three companies in China for allegedly spreading rumors about the quality of its food, including that its chickens have eight legs, a move that comes as the fried-chicken company fights to regain lost ground [more]

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stillwater9999 replied to the Saul's Investing Discussions board. 9:47 AM

Re: Centene (CNC)

CNC was trading up late last week with the news that Humana may seek to be acquired. Some are speculating that this may lead to further consolidation among the health care insurance providers including CNC.

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stillwater9999 posted to the Saul's Investing Discussions board. 9:44 AM

Centene (CNC)

There was also some interest in this stock.

One of the key issues for this company is possible fall out from the King vs. Burwell Supreme Court case, ruling expected out late this month. I have a call into Investor Relations at Centene to [more]

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stillwater9999 posted to the Berkshire Hathaway board. 9:25 AM

NetJets changes

NetJets Inc. said Jordan Hansell has stepped down as chairman and chief executive, and the aviation company named two long-time company executives as CEO and chief operating officer.

Adam Johnson has assumed the roles of chairman and chief [more]

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stillwater9999 posted to the Value Hounds board. 8:56 AM

HALO - continued progress

I have been reporting on this company for a number of years. HALO has a number of deals with very large Pharma (Roche, Baxter, JNJ, Pfizer). These deals lend credibility to its technology and got some products to market, but profits from the deals [more]

Sun May 31

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Boards Post

stillwater9999 replied to the Weekly Analysis Club board. 10:14 PM

Re: Astronics (Notes and Analysis) Part 1

ears -

They have not disclosed anything more specific on what exact services they are providing to Apple (at least that I have seen.) My guess is that they are performing various functional testing on electronic components that are going [more]

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stillwater9999 replied to the Weekly Analysis Club board. 9:55 PM

Re: Astronics (Notes and Analysis) Part 1

As noted I remain positive on the commercial aerospace industry for the next 3-5 years. I also think ATRO has some good runway left in some of their key area like in flight electronics, entertainment. Take a look at the most recent Investor [more]

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stillwater9999 replied to the Weekly Analysis Club board. 8:38 PM

Re: What a difference one letter makes...

If you guys decide to analyze Atrion (ATRI) I can definitely help there, been in ATRI for over a decade.

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Boards Post

stillwater9999 posted to the Saul's Investing Discussions board. 8:29 PM

Astronics (ATRO)

In response to interest expressed in this company, I posted some notes and analysis over on the Weekly Analysis Club board.

Bottom Line - I like the company, think its businesses have some good runway, but would wait for a pullback to add [more]

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Boards Post

stillwater9999 posted to the Weekly Analysis Club board. 8:13 PM

Astronics (Notes and Analysis) Part 2

Management

Peter J. Gundermann – age 52
President and Chief Executive Officer

Appointed President and Chief Executive Officer in 2003, Peter Gundermann has been with the Company since 1988. Mr. Gundermann has been a director of [more]

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stillwater9999 posted to the Weekly Analysis Club board. 8:05 PM

Astronics (Notes and Analysis) Part 1

This turned out to be a fairly long set of notes. I will post in two parts. You guys did a very good job understanding many of the important pieces for this company. My post adds some further detail on industry trends, specific trends important for [more]

Fri May 29

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Boards Post

stillwater9999 replied to the Saul's Investing Discussions board. 11:17 AM

Re: some 'maybe' picks

KC -

I use Value Line as my primary research tool. I scan many stocks every week looking for undervaluation. In most cases I restrict my larger investments to certain industry groups where I have found it is much more likely for companies to [more]

Hidden Gems Boards Post

stillwater9999 replied to the Hidden Gems boards. 10:10 AM

Thu May 28

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Boards Post

stillwater9999 replied to the Value Hounds board. 6:25 PM

Re: Rising Ark?

Saw that news, nice. But that has been out there for awhile. Perhaps something else is going on more recenlty....

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Boards Post

stillwater9999 replied to the Value Hounds board. 6:24 PM

Re: General Motors (GM)

I think there are better ways to play the automobile industry such as JCI, ST, AN, or even possibly F.

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