Rockwell Collins Inc. (COL)

All Comments on COL

  • commenter
    Shiv
    Aug 19 05:41 AM
    Financials Downgraded - Fast Money Recap (8/15/08) [view article]
    "The problem Goldman ran into is oil, explains Pete Najarian.". Goldman called potential for a spike - up sharply & then back down. It did happen though not with quiet the vigor they forecast. The past few months their conviction lists have been cautious with tight stop losses. I doubt they will be badly burnt on an oil call. Besides, oil should decline a bit further (no more than $98 probably closer to $105) before the shorts cover and cause a rally back to $120/$125 range. Reply
  • commenter
    marketloving
    aggie
    Aug 17 11:47 PM
    Financials Downgraded - Fast Money Recap (8/15/08) [view article]
    Ishortyou, you/we can't afford the alts you referenced.....not yet anyway. You might as well ride your bike if you have fallen out of love with fossil fuels. By the way, you do realize nat gas is a fossil fuel....don't you? Reply
  • commenter
    Ishortyou
    Aug 17 05:31 AM
    Financials Downgraded - Fast Money Recap (8/15/08) [view article]
    the consumers are tired of dark age fossil fuel too much of a headache, pollyting, conflictive, expensive. Now they prefer new age technology electrical or hydrogen-water power, at least to drive a car. Reply
  • commenter
    Owen
    Aug 15 02:53 PM
    JPMorgan Mortgage Losses - Fast Money Recap (8/12/08) [view article]
    nyka, I was starting to worry about you. It's been over a week since your last comment here, and we just had no idea who of us was losing credibility due to our typographical wrongdoing, or what sins of wordiness we were committing.

    Glad to see you are back at your post, pointing out the transgressions of our copyediting ways.
     Reply
  • commenter
    nyka
    Aug 14 05:35 PM
    My Website
    JPMorgan Mortgage Losses - Fast Money Recap (8/12/08) [view article]
    JPM had said racked up...Confusing; word omitted. Edit your copy so as not to detract from your credibility.
    The financials are rallyling DESPITE THE FACT THAT...WORDY; try rallying, EVEN THOUGH.....
    Two words are better than one; avoid wordiness.     Reply
  • commenter
    cal48koho
    Jul 25 12:18 PM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    Good comments. Larger more fuel efficient planes.....hmmmm. That implies only long haul routes will be serviced which is probably likely. Fuel efficient jet planes is an oxymoron. I think the wave of the future even long haul are MUCH SLOWER fuel efficient aircraft, maybe even a return to prop aircraft at least for less affluent travelers. Big aircraft also need big airports. Say goodbye to jet service in small to medium towns. Say good bye to new airport construction. Perhaps new train service could use the empty degrading air terminals but likely not. Most are too far from city centers to have any value.If Boeing is betting its future on big jet aircarft as its only business model, your logical purchase of BOEING stock is a short. They may be able to sell aircraft to KSA, Dubai and the Gulf states for a while, and then what? Reply
  • commenter
    kmanm
    Jul 25 08:42 AM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    Just because high oil price is not good for US, it doesn't mean it is not good for oil producing countries. What we are seeing right now is wealth transfer from the west to the east. Middle east is booming. Russia is booming. The people in these countries and becoming rich and powerful. Their demand for new planes will grow. Reply
  • commenter
    notmyrealnam
    e
    Jul 24 03:39 PM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    More people fly today (even with the high cost of fuel) than they did even 5 years ago. To stay competative they have got to be more efficeint. That means fewer planes, but new bigger, more fuel efficient planes. Air traffic in recent years has been a limiting factor. When air travel picks back up, and it will in the next couple of years (contrary to your prediction past tense). Those that made the investment in larger more fuel efficient aircraft will be able to fill their alloted takeoffs with more butts in the seats, be more effiecient and be better off for it. Expect demand for larger, more fuel effiecent planes to be in high demand for years to come. Yes, even in tough economic times. Airlines know they have to keep up with the efficencies of the competition or die due to short sighted cost cutting. Reply
  • commenter
    PastTense
    Jul 24 03:18 PM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    It doesn't matter if only 10% of sales are from the US; high fuel prices impact airplanes throughout the world. While Boeing sales will hold up for the next couple years because of the order book, after that I expect a substantial decline--the airlines just won't be ordering new aircraft when they don't need the aircraft (because their traffic will be way done) and because they are too broke to pay for them. Reply
  • commenter
    Daniel
    Jacome
    Jul 06 02:39 PM
    My Website
    Industrials: The New Safe Haven for Investors [view article]
    UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... Reply
  • commenter
    Stock Guru
    May 13 06:57 PM
    Industrials: The New Safe Haven for Investors [view article]
    Great analysis Howard. I recently read an article on the WSJ that interviewed a prominent investment guru, I forget his name. Basically his prediction is that industrial mfring and export related industries will pick up steam in the next few years. Reply
  • commenter
    David
    Jackson
    Apr 16 02:27 AM
    My Website
    Midcap and Smallcap Beneficiaries From Boeing's New 787 Dreamliner [view article]
    I don't know whether anyone has noticed this, but if you do a search for "787" in the search box to the right, and then filter by Transcripts, you get the transcript of every company that mentioned the Dreamliner on its conference call. That means every supplier, even the small ones you might not have caught until now.


    On Jul 19 04:34 PM dhandrew wrote:

    > Jeffery, thanks for the article on BA supplier side effects. What
    > do you know of Maxwell (MXWL) in this regard. I understand their
    > ultracapacitors are finding use on next generation airliners by both
    > Boing and Airbus.
    > -a-     Reply
  • commenter
    stacked up
    Apr 10 09:07 AM
    My Website
    Fast Money Recap, 4/9/08: Airlines MayTake Off [view article]
    Anyone who not only watches this slimiest group of touts/thieves/liars, but actually follows their recommendations, deserves to lose money.
    CNBC reached down into a toilet and came up with this group.
    As if Cramer wasn't bad enough, this den of thieves makes Cramer look sainted.
     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on COL
    Is this a buy or a sell? Reply
  • commenter
    kkin365
    Mar 06 09:28 AM
    My Website
    Fast Money Recap, 3/5/08: Apple Sweet on RIMM's Market Share [view article]
    This is an excellent summary. I invariably missed out the last segment (final trade) as these panelists tend to mumble their respective picks. It would be interesting to track how their picks in the following day or two. Reply

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