Monday, March 28, 2011

Idea #2: TDG: Profit from Aerospace Boom

Simple Investment Idea #2: TDG: Profit From Aerospace Boom.


  • TICKER: TDG
  • COMPANY: Transdigm Group
  • SECTOR: Aerospace
  • GROWTH THEME: We are in the middle of an aerospace boom, including an era where we are replacing both commercial and military aircraft. Transdigm Group provides parts for commercial and military aircraft
  • MARKET CAP: $4.08B
  • FORWARD PE: 16.80
  • ESTIMATED 5 YEAR GROWTH: 10.50%
  • FORWARD YIELD: 0%
  • PEG+Y GROWTH: 1.60
  • PERCENT ABOVE 50 DAY MOVING AVERAGE: 2.78%
  • PERCENT ABOVE 200 DAY MOVING AVERAGE: 23.4%
  • RELATED COMPANIES: Boeing (BA), Spirit Aerosystems(SPR)

Thursday, March 24, 2011

Idea #1: HMSY: Profit From Government Healthcare Waste

Simple Investment Idea #1: HMSY: Profit From Government Healthcare Waste


  • TICKER: HMSY
  • COMPANY: HMS Holdings
  • SECTOR: Healthcare, Financial Recovery
  • GROWTH THEME: If you believe that government is wasteful and will continue to be wasteful especially in areas such as Benefits and Medicaid, then you can profit by investing in HMSY, a company which recovers healthcare government waste.
  • MARKET CAP: $2.26B
  • Forward PE: 36.75
  • Estimated 5 Year Growth: 24.75%
  • Forward Yield: 0%
  • PEG+Y Growth: 1.48
  • Percent Above 50 Day Moving Average: 13.7%
  • Percent Above 200 Day Moving Average: 30.9%