David Guarino

Niche Market Acquisitions Keep Heico Flying

As a financial analyst I spend most of my time trying to figure out what publicly traded corporations are doing to make their financial statements appear better than they really are. Most CFOs are very bright and can bend numbers (in a legal way) to meet short term investor demands. For this reason, management credibility is one of my top priorities before investing in a security. I will discount my valuation models if this key ingredient is not present. So how does someone on the outside of the company truly get to know the credibility of a management team? It is no easy task, but after following a company for some time you begin to learn the language and style...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details