Asif Suria

Helicopter Shortage: An Investment Opportunity?

You are right about Sikorsky being headquartered in Stratford Connecticut. The company was founded in Long Island, NY. Thanks for pointing that out.

The article discussed helicopters for private/executive travel as well as for offshore commercials helicopters. I mentioned Kaman as a helicopter manufacturer (it also supplies parts for the Sikorsky Black Hawk) and not as a company that specifically caters to the offshore commercials helicopters segment.

Helicopter Shortage: An Investment Opportunity?

Michael, I wholeheartedly agree with you that it is important to figure out the extent of shortage and what % of total business comes from choppers. I mentioned that in the case of Finmeccanica, 22% of 2007 revenue was based on helicopter sales. I have to dig deeper into Kaman and Textron to get the numbers for them. This is the key reason I have not started positions in them yet.

As Saul mentioned, there is a good chance I might explore one of these companies in detail in the next newsletter.

Thanks for your thoughts on Sikorsky Saul and the free plug for my website. :)