1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Tiziano Frateschi
Tiziano Frateschi
Articles (1139)  | Author's Website |

6 Aerospace and Defense Companies Gurus Are Buying

These popular stocks have positions in several gurus' portfolios

August 07, 2017 | About:

According to the GuruFocus All-in-One Screener, the following aerospace and defense stocks have positions in gurus' portfolios.

Three hedge funds hold 1.7 million shares of Embraer SA ADR (NYSE:ERJ) with a total weight of 0.07% on their portfolios.

The jet manufacturer produces aircraft for the commercial and executive aviation markets.

The company has a market cap of $3.68 billion; the stock is trading with a price-earnings (P/E) ratio of 13.60. The price of $20.57 is 17.56% below its 52-week high and 20.57% above its 52-week low. Over the past 10 years, it has returned a loss of 59%.

Embraer's revenue of $6.338 billion and EPS of $1.43 grew 9.30% over the last 10 years.

During the second quarter, Charles Brandes (Trades, Portfolio) increased his holding by 7.94%.

Three hedge funds hold 872,004 shares of L3 Technologies Inc. (NYSE:LLL) with a total weight of 0.54% on their portfolios.

The company produces various communication and electronic systems used on military, homeland security and commercial platforms. It is also a contractor in aerospace systems, security and detection systems and pilot training.

The company has a market cap of $13.77 billion; the stock is trading with a P/E ratio of 19.84. The price of $176 is 2.62% below its 52-week high and 32.95% above its 52-week low. Over the past 10 years, it returned a gain of 83%.

L3 Technologies' revenue of $10.8 million grew 2% over the last 10 years. Its EPS of $8.87 saw a 10-year increase of 1.10%.

During the second quarter, Richard Pzena (Trades, Portfolio) reduced his holding by 0.29%.

Nine hedge funds hold 8.7 million shares of TransDigm Group Inc. (NYSE:TDG) with a total weight of 27.35% on their portfolios.

The company produces engineered aircraft components for use on commercial and military aircraft.

The company has a market cap of $14.6 billion; the stock is trading with a P/E ratio of 30.67. The price of $280.6 is 4.67% below its 52-week high and 37.74% above its 52-week low. Over the past 10 years, it returned a gain of 602%.

TransDigm's revenue of $3.360 billion grew by 20.20% over the last 10 years. Its EPS of $9.15 increased 21.70% over the same period.

During the second quarter, Pzena increased his holding by 30.20%.

Five hedge funds hold 1.7 million shares of United Technologies Corp. (NYSE:UTX) with a total weight of 1.18% on their portfolios.

The diversified industrial conglomerate provides technology products and services to the building systems and aerospace industries.

The company has a market cap of $97.04 billion; the stock is trading with a P/E ratio of 18.49. The price of $121.49 is 2.64% below its 52-week high and 24.45% above its 52-week low. Over the past 10 years, it returned a gain of 64%.

United Technologies' revenue of $58.108 billion grew 2.6% over the last 10 years. Its EPS of $6.57 saw a 10-year increase of 4.20%.

During the second quarter, Tom Gayner (Trades, Portfolio) increased his holding by 12.55%. Three gurus reduced their positions. The T Rowe Price Equity Income Fund (Trades, Portfolio) curbed its position by 7.81%, Ken Fisher (Trades, Portfolio) cut it by 57.02% and Robert Olstein (Trades, Portfolio) trimmed his holding by 15.79%.

Three hedge funds hold 436,395 shares of American Outdoor Brands Corp. (NASDAQ:AOBC) with a total weight of 0.06% on their portfolios.

The company manufactures firearms, including handguns, modern sporting rifles, hunting rifles and black powder firearms. It also manufactures handcuffs and firearm-related products and accessories.

The company has a market cap of $1.06 billion; the stock is trading with a P/E ratio of 8.91. The price of $19.69 is 36.87% below its 52-week high and 12.51% above its 52-week low. Over the past 10 years, it returned a loss of 6%.

American Outdoor Brands' $903 million in revenue grew 9.60% over the last 10 years. Its EPS of $2.21 has not changed.

Four hedge funds hold 1.5 million shares of Textron Inc. (NYSE:TXT) with a total weight of 0.70% on their portfolios.

The company manufactures aircraft and other specialized vehicles.

The company has a market cap of $13.05 billion; the stock is trading with a P/E ratio of 15.08. The price of $49.31 is 3.18% below its 52-week high and 32.59% above its 52-week low. Over the past 10 years, it returned a loss of 12%.

Textron's revenue of $13.7 billion grew by 0.50% over the last 10 years. Its EPS of $3.27 did not change.

In the second quarter, Mario Gabelli (Trades, Portfolio) reduced his holding by 1.94%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

Visit Tiziano Frateschi's Website


Rating: 3.7/5 (3 votes)

Voters:

Comments

Please leave your comment:


GuruFocus has detected 6 Warning Signs with Embraer SA $ERJ.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Performances of the stocks mentioned by Tiziano Frateschi


User Generated Screeners


merknt84div2
DANGORDON**** LOW PE AND PEG
DANGORDON***** BEST STOCKS 50 ABOVE
DANGORDON***** BEST STOCKS
sunnywhyPure Tech
pbarker46RSI & F Score
jimshiaa
merknt84div1
toll24Hakan4
Ismael04AEstebaranz
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK