Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

AAR Corp: About To Hit A Rough Patch

AAR Corp. (NYSE:AIR) stock is trading close to all time high levels, while the guidance is being revised down, defense contracts are being delayed, cash flows are turning negative and earnings estimates may correct. Strategically, the company's "Jack of all, master of none" approach with a diverse set of se...

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