% | $
Quotes you view appear here for quick access.

B/E Aerospace Inc. Message Board

  • sushiluva90210 sushiluva90210 Jul 27, 2012 9:58 AM Flag

    Ridiculous and Unwarranted Weakness...

    The stock is acting so weird last couple days after a major beat on both top and bottom lines. Yes there is AfterMarket weakness but the OE (over 60% of revs last quarter) is SO darn strong and getting stronger. What gives? Problem not specific to BEAV - Transdigm and Triumph are both hit as well. The latter got hit after beating on both top and bottom lines yesterday and RAISING guidance - Hello??? A significant portion of TGI's revs are AM. They will find a floor soon after the weak hands depart and resume upward trajectory...

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Absolute nonsense! This one is being traded as though there is some news that only a handful know about. Nothing on the wires, yet the stock is has been pummeled down 10% amid a bull run for the rest of the market. Maybe BEAV owns FB?

      • 1 Reply to garyrs
      • Nothing new in this type of action. This is a Casino you realize. Testing the recent low today & I suspect folks will load up here ( the smart folks at least ) . Don't let go of your shares because of this action. I will qualify my opinion by saying that it might even go lower from here because quite frankly no one really knows how low these short sellers will drive this stock in order to get it cheaper.

    • SAme thing happened to CAT. Blowout earnings and raised guidance and got trashed (but has since recovered). IMO people looking for reason to lightne up equities.

      With a target of $55 (+40% !!!),PE lower than S&P average, a near monopoly, a huge moat (FAA approvals) around their business and a clearly growing business still a long term core holding.

51.515+0.575(+1.13%)12:43 PMEDT