Seeking Alpha

Transdigm Group Incorporated (TDG)

  • Sensible Investor | Send Message 15 Aug

    $TDG and $MKL doing well. $SNA also in new high territory.
      • Paul Johnson | Send Message 14 Jul

        $AMZN, $BIIB, $WDAY, $URBN upgraded to buy, $GPRO upgraded to overweight; $BWLD to outperform; $SPR, $TDG initiated at overweight.
          • Sensible Investor | Send Message 11 Jun

            $EGRX and $AGEN looking good. Also like $MKL and $TDG
            Reply (19)
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            • Medasani Krishna kovid | Send Message 12 Jul
              : capital should be preserved no matter what
            • Sensible Investor | Send Message 13 Jul
              : Markel pays no dividend, does no splits, and I think preserves that would also be the case, for example, with Supernus (SUPN).
              • Quantified Alpha | Send Message 7 May

                Expensive valuation, huge external financing, 'smart money' bearish sentiment all indicate downside in $TDG
                  • Lester Goh | Send Message 6 May

                    Transdigm: Q2 Fiscal Year 2015 Earnings Review $TDG
                      • Quantified Alpha | Send Message 6 May

                        $TDG: Another stock we expect long term underperformance from. Expensive valuation & bad earnings quality
                          • Lester Goh | Send Message 1 May

                            Transdigm: Acquisition Of Pexco Aerospace $TDG
                              • Adam Stockmeister | Send Message 1 Apr

                                TransDigm: When Is A Large Moat Worth More Than 30x Earnings? $TDG
                                  • Lester Goh | Send Message 1 Apr

                                    TransDigm: Recent Acquisitions Cement My Bullish Outlook $TDG
                                      • Lester Goh | Send Message 10 Mar

                                        TransDigm Group: Solid Margins, Stable Long-Term Growth Prospects $TDG
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                                          Company Description
                                          TransDigm Group Inc is a designer, producer and supplier of engineered aircraft components for use on commercial and military aircraft in service. The Company's business segments arePower& Control, Airframe and Non-aviation.