Safran: Second-Largest Aerospace/Defense In Europe Is A Buy

Mar. 19, 2022 8:30 AM ETSafran SA (SAFRF) Stock, SAFRY StockSAFRF, SAFRY6 Comments

Summary

  • In this article, I continue my foray into European defense stocks with a look at the company Safran.
  • We'll take apart the company and consider what they do, what to expect, and what you should pay for Safran.
  • I consider this business a "BUY" here - and I will show you exactly why that is.
  • Looking for a portfolio of ideas like this one? Members of iREIT on Alpha get exclusive access to our model portfolio. Learn More »

Safran Landing Systems location. Safran produces and refurbishes carbon discs and makes wheels and brakes for commercial airliners.

jetcityimage/iStock Editorial via Getty Images

Author's Note: This article is a shorter version of an original piece published on iREIT on Alpha on the 14th of March 2022. The original article discusses valuation and company specifics in greater detail.

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This article was written by

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Wolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets.

He is a contributing author and analyst for the investing group iREIT®+HOYA Capital and Wide Moat Research LLC where in addition to the U.S. market, he covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of SAFRY, THLLY, EADSY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. Short-term trading, options trading/investment, and futures trading are potentially extremely risky investment styles. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. The author's intent is never to give personalized financial advice, and publications are to be viewed as research and company interest pieces. The author owns the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in the articles. The author owns the Canadian tickers of all Canadian stocks written about.

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