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Edward J. Roche » Comments » PCP

  • Precision Castparts: an Abandoned Growth Story, Part I [View article]
    PCP is a great company and I hold shares.

    The 10-K lists 55% of revenues as coming from Aerospace and Defense but does not appear to break this down further. Do you have any information on how much of revenues comes just from defense? I would estimate only 15-20%.

    Your target price is high, I would be happy with 200 in 5 years.

    Edward Roche - Freedom Mountain Investments.
    Jun 17 09:09 am |Rating: 0 0 |Link to Comment
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