Comments for PCP - Stockpickr! Your Source for Stock Ideas

Comments for PCP

Added By	Comments	Type	Date Added
barrons3	With news that Boeing (BA) expects its Dreamliner plane to fly by the end of the year, Cramer offered up a few ancillary plays, including Honeywell(HON), which he owns for his Action Alerts PLUS charitable trust; Alcoa (AA), "a giant maker of fasteners"; and Precision Castparts (PCP), which he said is "almost entirely aerospace."	Love	September 03, 2009
John Borowski	I bought this stck with the hopes of Boeing finally getting thhat plane off the ground. well that din't happen and i am burried in this stock.	Hate	August 03, 2009
barrons3	Hold - Price 77.97 on July 21 by Jesup & Lamont PCP reported fiscal first-quarter 2010 EPS of $1.70 on revenue of $1.40 billion, missing our forecast for EPS of $1.73 on revenue of $1.87 billion, versus the consensus of $1.75 on revenue of $1.62 billion. The miss was due to lower volumes in a volatile aerospace-destocking environment, and weak demand in general industrial end-markets. Despite weak end-markets, operating margins hit record levels of 26.8%, versus our forecast for 22.4%, mostly due to cost reductions....The quarter highlight was the record operating margins, but [end-markets still appear to be] under pressure. Thus, our model implies modest margin expansion, but lower than in...F1Q10. We highlight the difference in our margin expectations, as they remain the driver for the stock. It is hard to bet against this management team (one of the best in the space), but we believe, given the weak economy/pressure on [original-equipment-manufacturer] build rates, it is good to be prudent. Management acknowledged continued pressure on end-markets. Market cap: $10.8 billion.	Love	July 25, 2009
trader2112	employer	Love	January 25, 2009
sarah z	From a recent Mad Money show: "I went negative on PCP after Boeing went on strike. I'm lightening up on PCP."	Love	October 14, 2008
barrons3	Third is Cramer favorite, Precision Castparts (PCP). Cramer said the company gets 17% of its sales from Boeing and will take a 1.7% earnings hit if the strike lasts a month.	Love	October 02, 2008
dhunter$	revenue has grown nearly 30% annually for the past 5 years, while the effecuent operating model has boosted operating profits 40% per year. A very strong balance sheet and efficient operating model should sustain decent returns on capital over the next 5 years	Love	September 08, 2008
stockerblog	The stock has a PE of 13 , a PEG of 0.68 , and pays a yield of 0.1%	Love	August 18, 2008
M3RKUS	looking for an upgrade cycle	Love	July 02, 2008
sarah z	From a recent Mad Money show: "PCP is just a buy here. People are negative on aerospace, but they're missing the fuel savings part of the business and PCP is part of it."	Love	June 24, 2008
joeazy3	awesome stock..awesome industry	Love	June 23, 2008
barrons2	Buy - Price 125.68 on May 6 by Jesup & Lamont PCP makes complex metal components for aerospace and industry. Due to strong end-markets and operational improvements... we've raised EPS [estimates] for fiscal 2009, to $7.83 (prior $7.55), on revenue of $7.74 billion (prior $7.76 billion); and for F10, to $8.88 (prior $8.57) on revenue of $8.75 billion (prior $8.77 billion). 2008 P/E is 17.5 times. Target: 155. Market cap: $17.6 billion.	Love	May 10, 2008
TaylorIil	Aerospace Manufacturing	Love	May 10, 2008
hemibarracuda	aerospace parts producer monopoly	Love	May 03, 2008
sraff3537	bought at 104.50 hope to see it back at 160	Love	April 08, 2008
dgbkr	Dropping hard on no concrete news...buy,buy,buy!!!	Love	March 12, 2008
isleb	long and strong, need some Mc-cain!	Love	March 08, 2008
Jeffrey owns SuckingLess.com	Riding the commercial airplane replacement and buildout cycle. Also, essential for the furnaces going into the power plants popping up in China every 2 weeks.	Love	March 07, 2008
barrons2	I prefer Precision Castparts (PCP) and Rockwell Collins (COL), adds Guy Adami.	Love	February 20, 2008
barreb	I have liked this one for a while. I felt when it dropped way down near $100, I would pick it up. Didn't realize Ba and Goodrich would give it a nice boost	Love	February 01, 2008
davidross47	A good capital-goods stock	Love	January 05, 2008
charrsm	Growth play, industrial.	Love	November 24, 2007
charrsm	Growth play, industrial.	Love	November 24, 2007
PbFt	Aerospace company doing well	Love	November 18, 2007
Brimstone	Aerospace - Commercial and Military.	Love	November 04, 2007
bmahnkey	Hundreds of 787s to be made.	Love	November 01, 2007
barrons2	Buy - Price 147.21 on Oct. 23 by Jesup & Lamont We believe current events in the Middle East, inherent leverage and competitive standing [of] PCP positions it to benefit disproportionately from commercial-aerospace recovery. We estimate fair value for PCP at 176, which assumes PCP can achieve fiscal 2009 estimated enterprise value/Ebitda multiple of 14 times...PCP currently trades at a premium to its closest peers' valuation, which we believe is justifiable for a company of PCP's quality.	Love	October 27, 2007
jjstockman	Diversity - multi-industry products	Love	October 18, 2007
rustybobby	huge increase each annual quarter. Highly rated by analysts. I went to their website and it blew my mind when I researched exactly what they do.	Love	October 17, 2007
maximumb	increasing demand	Love	October 13, 2007