Author Topic: TDG - Transdigm  (Read 157381 times)

ValueMaven

  • Sr. Member
  • ****
  • Posts: 407
Re: TDG - Transdigm
« Reply #410 on: March 01, 2020, 12:31:44 PM »
Anyone warming up to this name?  Has gotten KILLED...down over $100 in less than 10 days. 


peterHK

  • Full Member
  • ***
  • Posts: 239
Re: TDG - Transdigm
« Reply #411 on: March 01, 2020, 01:36:51 PM »
I mean $100 on a $650 stock is less than 15%. Not really "killed" considering its levered 6x...

But yes, I picked some up at $525 on Friday.

ValueMaven

  • Sr. Member
  • ****
  • Posts: 407
Re: TDG - Transdigm
« Reply #412 on: March 16, 2020, 05:07:45 PM »
wow this thing has gotten killed ...

Pondside47

  • Jr. Member
  • **
  • Posts: 99
Re: TDG - Transdigm
« Reply #413 on: March 17, 2020, 07:20:25 PM »
wow this thing has gotten killed ...

This vs Heico. One is extremely levered, both are down 50% from high trading at same p/e ratio...

AzCactus

  • Hero Member
  • *****
  • Posts: 630
Re: TDG - Transdigm
« Reply #414 on: March 18, 2020, 08:04:00 AM »
wowza down another ~30% today.  Did any news come out or is this just part of the crazy market we are in ?


Gamecock-YT

  • Hero Member
  • *****
  • Posts: 660
Re: TDG - Transdigm
« Reply #415 on: March 18, 2020, 08:11:47 AM »
wowza down another ~30% today.  Did any news come out or is this just part of the crazy market we are in ?
Leverage cuts both ways. Compound that with planes getting parked in the desert and orders being deferred.

chrispy

  • Sr. Member
  • ****
  • Posts: 392
Re: TDG - Transdigm
« Reply #416 on: March 28, 2020, 08:03:33 AM »
Lots of insider buying including a director buying 250m at a higher price then today

https://shareseer.com/insiders?q=TRANSDIGM+GROUP+INC

winjitsu

  • Full Member
  • ***
  • Posts: 183
Re: TDG - Transdigm
« Reply #417 on: March 30, 2020, 03:47:09 AM »
Lots of insider buying including a director buying 250m at a higher price then today

https://shareseer.com/insiders?q=TRANSDIGM+GROUP+INC

It's his investment fund that he runs (Berkshire Partners), not him personally.

chrispy

  • Sr. Member
  • ****
  • Posts: 392
Re: TDG - Transdigm
« Reply #418 on: March 30, 2020, 05:33:56 AM »
Thanks for the correction - that seems more reasonable.

Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 12707
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen