The largest detractor to performance in the quarter was Spirit AeroSystems Holdings (SPR) - an aerostructure manufacturer providing fuselage, wings, and engine housings. Its major customers are Boeing and Airbus, smaller plane original equipment manufacturers, and defense contractors. The company has been impacted by the grounding of the Boeing 737 MAX, making up a large component of the company’s revenue and earnings. We have stress-tested different scenarios and believe that Spirit is cheap under most production rate scenarios.

From Leith Wheeler Funds' fourth-quarter 2019 quarterly review.

According to GuruFocus’ list of 52-week lows, these Guru stocks have reached their 52-week lows.

Boeing

The price of Boeing Co. (BA) shares has declined to close to the 52-week low of $329.92, which is 28.4% off the 52-week high of $446.01. The company has a market cap of $186 billion.

Its shares traded with a price-earnings ratio of 49.66 and a price-sales ratio of 2.17 as of Jan. 10. The trailing 12-month dividend yield is 2.49%. The forward dividend yield is 2.49%. The company had an annual average earnings growth of 12.30% over the

According to the GuruFocus All-In-One Screener, the following companies in the industrials sector are held by several gurus.

Four gurus hold Sturm Ruger & Co. Inc. (RGR) with a total weight of 1.15% on their portfolios.

The company has a market cap of $899.27 million. The stock is trading with a price-earnings (P/E) ratio of 15.17. The stock price of $51.75 is 24.78% below its 52-week high and 15.51% above its 52-week low. Over the past 10 years, it has returned a gain of 520%.

The company's revenue has grown 11.10% over the past 10 years. Its earnings per

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

A total of seven gurus have positions in Spirit AeroSystems Holdings Inc. (SPR).

The commercial aerostructures manufacturer has a market cap of $9.31 billion and an enterprise value of $9.7 billion. Its revenue of $6.8 million grew 7.90% over the past 10 years.

The stock is trading with a price-earnings (P/E) ratio of 28.61. The price of $78.68 is 1.29% below its 52-week high and 74.69% above its 52-week low. Over the past 10 years, it has returned a gain of 113%.

The largest insider buys of the week were for Medtronic PLC (MDT), United Technologies Corp. (UTX), TransDigm Group Inc. (TDG) and Spirit AeroSystems Holdings Inc. (SPR).

Medtronic director bought 13,660 shares

Director Robert C. Pozen bought 13,660 shares of Medtronic for $73.21 per share on Dec. 13. The stock price has increased by 0.31% since.

Medtronic is a medical instrument company headquartered in Dublin with its operational headquarters in Fridley, Minnesota. The company is the world’s largest stand-alone medical technology development company with its market capitalization at around $100 billion in 2015. The company has a market

Spirit Aerosystems (SPR), purchased at $20.28, sold at $50.55: New management improved core margins, exited unprofitable development programs and initiated a stock buyback. This led to higher earnings and a higher multiple. We exited as the shares reached fair value.

From [url=http://www.gurufocus.com/StockBuy.php?GuruName=David+Einhorn]David Einhorn[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=David+Einhorn]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=David+Einhorn]Portfolio[/url])'s third quarter 2015 Greenlight Capital shareholder commentary.

In the third quarter, the pain at David Einhorn (Trades, Portfolio)’s hedge fund Greenlight Capital Inc. intensified. The 14.2% decline dragged his nine-month loss on the value of his investments to 16.9%, compared to a 12.3% drop for the S&P 500, meaning 2015 is shaping up to be his first year in the red in five years.

The poor performance at the $12.3 billion firm was not entirely attributable to Greenlight’s long positions. Einhorn had only 20.9% net long exposure as of June 30, as he conservatively positioned his portfolio for a more negative economic environment and

David Einhorn (Trades, Portfolio) is president of Greenlight Capital, which is a value-oriented investment advisor.

With help from the All-In-One Screener, the following are the stocks in his portfolio with the highest return since the beginning of the year.

He holds 24,127,590 shares of Green Brick Partners Inc. (GRBK) that has returned 31% year-to-date. The stake represents 49.43% of outstanding shares of the company and 3.35% of his total assets.

The company is a real estate services company and reported the average sales price of homes in backlog increased by 25.1% compared to the

Boeing’s (BA) stocks trended down following a report of increasing anxiety regarding one of its key component makers. However, Boeing executives have tried to play down such concerns by showing confidence that the plane maker is on track to achieve its production targets set for the 737, commonly referred to as its bread and butter jetliner. Let’s take a closer look at the situation and analysis its impact.

What is the concern?

Boeing has been tussling with GKN PLC (GKN) for the production of a critical component part for the next iteration of the 737. The single-aisle commercial airplane entered

June 9, 2015 (Maple Hill Syndicate)

Boeing (BA) bagged another order for its cash cow, the 737 aircraft from Alaska Airlines to expand its fleet. The Seattle based airline has ordered for six more Boeing 737-900 extended range. The contract is valued at $594 million at list price. Of the total order, four are to be delivered in 2016, and the remaining are to be delivered in 2017.

The single-aisle aircraft has been the key revenue and profit generator for the American aircraft manufacturer. Even during the oil plunge, orders for these planes have continued to flow. These latest order from Alaska Airlines is another

For one of the largest global aircraft manufacturers, the past year has not been memorable. But things are definitely looking up as shares of Boeing Co. (BA) touched a new 52-week high of $149.68 on Friday which is a 22% increase over the past year

One of the closely followed gurus on this site is Dr. Phillip Frost who maintains an extraordinary investment track record. Dr. Frost earned 1300% in North American Vaccine, 900% in Continucare, 650% in Dreams, 2800% in Whitman Education, 3500% in Key Pharmaceuticals, 580% in Rolapitant and 1400% in Ivax. Dr. Frost's home city of Miami is filled with buildings bearing his name as benefactor, including the Frost Museum of Science, Frost School of Music, Frost Art Museum and his Ivax tower that still displays Dr. Frost's original marquee years after he earned its $7+ billion acquisition.