KAMN - News and Analysis from Seeking Alpha 'KAMN' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/kamn Kaman Corporation Q4 2008 Earnings Call Transcript http://seekingalpha.com/article/123216-kaman-corporation-q4-2008-earnings-call-transcript?source=feed 123216 Kaman Corporation (KAMN)

Q4 2008 Earnings Call

February 27, 2009 08:30 AM ET

]]> Fri, 27 Feb 2009 13:15:36 -0500 Kaman Corporation (KAMN)

Q4 2008 Earnings Call

February 27, 2009 08:30 AM ET


Complete Story »]]> KAMN The Kaman Corp. Q3 2008 Earnings Call Transcript http://seekingalpha.com/article/103342-the-kaman-corp-q3-2008-earnings-call-transcript?source=feed 103342 The Kaman Corp. (KAMN)

Q3 2008 Earnings Call Transcript

October 31, 2008 11:00 am ET

]]> Fri, 31 Oct 2008 16:15:26 -0400 The Kaman Corp. (KAMN)

Q3 2008 Earnings Call Transcript

October 31, 2008 11:00 am ET


Complete Story »]]> KAMN Kaman Corporation Q2 2008 Earnings Call Transcript http://seekingalpha.com/article/88651-kaman-corporation-q2-2008-earnings-call-transcript?source=feed 88651 Kaman Corporation (KAMN)

Q2 2008 Earnings Call Transcript

August 1, 2008 11:00 am ET

]]> Fri, 01 Aug 2008 19:12:14 -0400 Kaman Corporation (KAMN)

Q2 2008 Earnings Call Transcript

August 1, 2008 11:00 am ET


Complete Story »]]> KAMN Kaman Corporation Q1 2008 Earnings Call Transcript http://seekingalpha.com/article/77892-kaman-corporation-q1-2008-earnings-call-transcript?source=feed 77892

Kaman Corporation (KAMN)

Q1 2008 Earnings Call Transcript

]]> Mon, 19 May 2008 15:12:39 -0400

Kaman Corporation (KAMN)

Q1 2008 Earnings Call Transcript


Complete Story »]]> KAMN Helicopter Shortage: An Investment Opportunity? http://seekingalpha.com/article/76817-helicopter-shortage-an-investment-opportunity?source=feed 76817 In the May 12th edition of Fortune Magazine, there is an interesting article titled "Copter Crisis" that delves into how the growth in offshore drilling for oil and gas has led to increased utilization of helicopters to get to and from the offshore platforms. This offshore drilling boom combined along with increased usage of choppers for private travel has led to a shortage of helicopters and their parts.

Based on the earnings forecast of offshore drillers like Transocean (RIG), Diamond Offshore Drilling (DO) and Noble (NE), the offshore oil drilling boom is likely to continue for years to come. In fact Transocean earned over $1 billion in just the first quarter of this year. We picked up Diamond Offshore Drilling for the SINLetter model portfolio in January 2007 and have been rewarded with a gain of over 70% over 16 months despite the recent pullback in the stock. Diamond Offshore was a proxy investment for rising oil prices and it appears that choppers could be a proxy for the offshore drilling boom based on the number of large offshore oil finds in the Gulf of Mexico and off the coast of Brazil over the last few years.

]]> Mon, 12 May 2008 06:55:17 -0400 Asif Suria Asif Suria submits:

In the May 12th edition of Fortune Magazine, there is an interesting article titled "Copter Crisis" that delves into how the growth in offshore drilling for oil and gas has led to increased utilization of helicopters to get to and from the offshore platforms. This offshore drilling boom combined along with increased usage of choppers for private travel has led to a shortage of helicopters and their parts.

Based on the earnings forecast of offshore drillers like Transocean (RIG), Diamond Offshore Drilling (DO) and Noble (NE), the offshore oil drilling boom is likely to continue for years to come. In fact Transocean earned over $1 billion in just the first quarter of this year. We picked up Diamond Offshore Drilling for the SINLetter model portfolio in January 2007 and have been rewarded with a gain of over 70% over 16 months despite the recent pullback in the stock. Diamond Offshore was a proxy investment for rising oil prices and it appears that choppers could be a proxy for the offshore drilling boom based on the number of large offshore oil finds in the Gulf of Mexico and off the coast of Brazil over the last few years.


Complete Story »]]> BA FINMF.PK KAMN TXT UTX Asif Suria Kaman Corporation Q4 2007 Earnings Call Transcript http://seekingalpha.com/article/66924-kaman-corporation-q4-2007-earnings-call-transcript?source=feed 66924

Kaman Corporation. (KAMN)

Q4 2007 Earnings Call

February 29, 2008 11:00 am ET

]]> Mon, 03 Mar 2008 19:01:08 -0500

Kaman Corporation. (KAMN)

Q4 2007 Earnings Call

February 29, 2008 11:00 am ET


Complete Story »]]> KAMN Who's Next in the Buyout Bonanza? John Neff and Mario Gabelli Weigh In http://seekingalpha.com/article/41828-who-s-next-in-the-buyout-bonanza-john-neff-and-mario-gabelli-weigh-in?source=feed 41828 signing up here:

Cashing In on Deal Stocks by Christopher C. Williams

]]> Sun, 22 Jul 2007 19:31:18 -0400 SA Editor Eli Hoffmann signing up here:

Cashing In on Deal Stocks by Christopher C. Williams


Complete Story »]]> C KAMN LYO SXT USM SA Editor Eli Hoffmann Kaman Has Segment Schizophrenia http://seekingalpha.com/article/38921-kaman-has-segment-schizophrenia?source=feed 38921

They’ll be treating that single cluster of activity as the new Aerostructures segment, the Fuzing segment, the Helicopters segment and the Specialty Bearings segment, beginning in their second quarter of 2007.

]]> Wed, 20 Jun 2007 09:31:18 -0400 Jack Ciesielski Jack Ciesielski submits: Interesting restatement coming up for Kaman Corporation (KAMN): seems they’ll be breaking their Aerospace segment into four more segments.

They’ll be treating that single cluster of activity as the new Aerostructures segment, the Fuzing segment, the Helicopters segment and the Specialty Bearings segment, beginning in their second quarter of 2007.


Complete Story »]]> KAMN Jack Ciesielski Mario Gabelli: Aircraft Supplier Kaman Will Outperform (KAMN) http://seekingalpha.com/article/6085-mario-gabelli-aircraft-supplier-kaman-will-outperform-kamn?source=feed 6085 In the annual Barron’s Roundtable of leading investment pros, Mario Gabelli, chairman of Gamco Investors, picks aircraft component supplier Kaman (KAMN) as a winner in 2006:

The company is located in Connecticut. There are 23.9 million shares outstanding. The stock is selling at 20. The company is Kaman. This company has a division, its crown jewel, that will benefit from the growth of commercial aircraft-engine production over the next five years. Boeing [BA] and Airbus will deliver 660 aircraft in '05, and close to 1,000 by 2010. The Kamatics division makes a self-lubricating roller bearing which has a longer life than competitive products. It is a market leader. Second, the company is getting orders from Sikorsky. Another business delivers retrofit helicopters, the SH2G, with orders from Egypt and Australia. They make small helicopters used for lifting logs, but they're phasing it out. They have an industrial-distribution business, and a guitar and music-distribution business.

]]> Wed, 25 Jan 2006 13:53:27 -0500 Mario Gabelli In the annual Barron’s Roundtable of leading investment pros, Mario Gabelli, chairman of Gamco Investors, picks aircraft component supplier Kaman (KAMN) as a winner in 2006:

The company is located in Connecticut. There are 23.9 million shares outstanding. The stock is selling at 20. The company is Kaman. This company has a division, its crown jewel, that will benefit from the growth of commercial aircraft-engine production over the next five years. Boeing [BA] and Airbus will deliver 660 aircraft in '05, and close to 1,000 by 2010. The Kamatics division makes a self-lubricating roller bearing which has a longer life than competitive products. It is a market leader. Second, the company is getting orders from Sikorsky. Another business delivers retrofit helicopters, the SH2G, with orders from Egypt and Australia. They make small helicopters used for lifting logs, but they're phasing it out. They have an industrial-distribution business, and a guitar and music-distribution business.


Complete Story »]]> KAMN Mario Gabelli