Decent article - shows you did your homework I'd like to see more of is how you can be certain of HXL's future cash flows when you're doing your valuation, esp in the near term. You can bring in a bit of near term industry outlook for this If you're looking for safe companies with good valuations you might try TC ESEA Disclosure: I own TC and intend to add ESEA at a better-than-today valuation
Hexcel: Value in the Honeycomb [View article]
I'd like to see more of is how you can be certain of HXL's future cash flows when you're doing your valuation, esp in the near term. You can bring in a bit of near term industry outlook for this
If you're looking for safe companies with good valuations you might try TC ESEA
Disclosure: I own TC and intend to add ESEA at a better-than-today valuation