AAR Corp. (AIR)

Great company whose time has come

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

Category pure value. Reasonably attractive fundamental valuations. Negative: Airline industry still in stagnation.

Downgraded to Sell by Jesup & Lamont.

1 3-6-9.

companies are keeping aircraft longer and these guys provide the parts, hellooo

Peakstocks 25%

Obama, has one of the best Space policies we have seen since JFK. If he follows through we will see a big increase in Space since Reagan's Star Wars efforts infused this sector

Good consistant earner has hit bottom.

9/15 Weekly pick - good relative PE and growth potential.

P/E = 9.6x v.17.2x for S&P 500
Price/Sales = 0.5x v. 1.2x
Profit Margin = 5.4% v 6.5%
Return on Equity = 15.0% v 13.0%
Return on Assets = 5.5% v 3.7%
Long Term Growth Rate = 15.0% v 12.6%
PEG Ratio = 0.6x v 1.4x

underpriced for it's growth potential. i think with oil prices having less speculation.. this will come back.

I see them moving back into positive growth after beating estimates. In the short-term it seems like a lump of coal but I think time will make this diamond shine again.

Trading at about book value, with a P/E of around 10, and seems fundamentally sound.

Can't seem to get my hands around why its continued to drop besides a maintenance flap that seems much ado about nothing ...

... book value is cash, tangible parts, not subprime mortgages ...

leasing is a very small part of the business ...

could it be too good to be true? I'm going back for a look at this in the real money portfolio.

Just like my previouse pick.

I picked (and bought) this stock over a year ago. But, I have added significantly the past two weeks. This is a great play on both Value and Growth: Current P/E is now below 10 (6/6/08), yet this company is growing revenue at 39%, earnings at 32%. This stock should rocket at some point in the near future, hopefully after it releases fiscal year results in the next month.

I don't think this stock has bottommed out yet. let's flip it to outperform in a few months.

This baby is coming off of a double bottom reversal at $20 is most likely going to recapture lost gains in the mid $30s before this summer is over. Say hello to investors looking to survive a recession this summer by jumping into the defense sector.

A jittery market has punished AIR's share price way more than the maintenance issue with landing gear warranted. Took this dip as a buy opportunity in my real portfolio.