BE Aerospace, Inc. (NASDAQ:BEAV)

stockshocker (84.38) Submitted: 4/12/2007 4:35:04 PM : Start Price: $32.85 BEAV Score: +34.54

BEAV is rolling, even with earnings upped, the stock does not sell for a high multiple. It seems the market does not believe in many more large contracts for Airline cabin interior remodeling or any Airbus revenue. I believe differently.

muzzybelly (< 20) Submitted: 3/23/2007 8:22:09 PM : Start Price: $32.77 BEAV Score: +33.93

I like the margins and the backlog.

But doesn't it bother anyone that, after their planned secondary offering this spring, they will have more than doubled their share count in two years?

They hand out restricted stock and stock options like Halloween candy, and they keep raising money on the equity markets.

This troubles me greatly.

anchovey (< 20) Submitted: 3/19/2007 9:00:58 PM : Start Price: $32.50 BEAV Score: +32.64

AIRCRAFT ORDERS EVERYWHERE

rlhansonfool (82.06) Submitted: 2/10/2007 6:21:28 PM : Start Price: $29.71 BEAV Score: +47.36

I like everything I read about this well run company

jpawlicki (66.25) Submitted: 2/5/2007 10:08:09 PM : Start Price: $31.24 BEAV Score: +40.96

Their main business is aircraft interiors, which are ordered by airlines closer to delivery time, so, with the surge in aircraft ordered, this late-in-the-aircraft-delivery cycle stock should benefit nicely from the large amount of commercial aircraft in the pipeline. Will run for a few years.

alamobull (20.28) Submitted: 2/5/2007 8:52:56 AM : Start Price: $30.55 BEAV Score: +43.89

a company providing >25% EPS growth guidance thru 2009 is a worthwhile investment....any company with that type of insight into their business has control of their processes and has exceptional confidence....

ebtc (51.31) Submitted: 1/8/2007 3:12:23 PM : Start Price: $28.22 BEAV Score: +53.14

Asia GDP is creating a huge middle class -and with it big demand for air travel. All these travelers will be on nice comfortable seats in new next gen airplanes - a perfect story for BEAV profits.

tomcoffey (70.46) Submitted: 12/12/2006 1:39:01 PM : Start Price: $26.36 BEAV Score: +63.86

dominent player

Essayistic (32.87) Submitted: 12/8/2006 3:44:12 PM : Start Price: $26.46 BEAV Score: +63.38

Dominant position in an expanding worldwide business.

FASTEDDY (< 20) Submitted: 11/19/2006 8:26:05 PM : Start Price: $27.22 BEAV Score: +57.91

They are dominant in their field. They just bought a firm which will add more to the bottom line. They have a billion dollars in back orders. They almost have a moat around their business -- which is what Warren Buffett loves.

GrampsFabian (96.63) Submitted: 11/19/2006 2:06:42 PM : Start Price: $27.22 BEAV Score: +57.91

Demand for aircraft interiors is growing as airlines are revamping existing aircraft and BA is busy with new orders

planetgambale (60.20) Submitted: 11/6/2006 6:45:57 PM : Start Price: $25.50 BEAV Score: +67.22

Space travel as well as air travel are really picking up pace in our present day. They have the potential to revolutionize the way we conduct our transportation

defiantroa (71.13) Submitted: 10/31/2006 5:32:17 PM : Start Price: $25.29 BEAV Score: +68.62

I was look for a play on ovens and cooking hardware for passenager airplane. I made a lot of money on MFSA's pick MIDD, and started to notice airplane offering premium meals and services onboard. I think this is going be a long term winner in the upcoming years. People will get use paying for their food just like if they are on the ground. It make sense for the airlines to upgrade and offer better services now that oil is lower. Think it as way for the major airlines to hedge their future fuel cost.

raiders1880 (86.18) Submitted: 10/28/2006 9:42:22 PM : Start Price: $26.00 BEAV Score: +63.53

i like what they have done recently with debt situation. plus growth has been huge and will continue

mdbrandt1 (81.41) Submitted: 10/4/2006 5:38:14 AM : Start Price: $20.73 BEAV Score: +102.03

Aerospace is hot for another 2-4 years and this company is well placed to grow with the rapid demand of new products.

TheArch (31.34) Submitted: 9/7/2006 8:39:51 PM : Start Price: $22.65 BEAV Score: +81.07

Strategic acquisitions expand their reach into new markets and add to their product line. As a play on commercial aircraft sector, BEAV has the leading position in the industry for aircraft cabin interiors. In other words, all those planes that Boeing and Airbus sell are basically just empty shell, and the airlines contract with BE to put in seats and galleys so that they can actually fly passengers. Plus they have a hug retrofit/refit business with airlines as they upgrade and spruce up older aircraft. Earnings will be accelerating through the end of this year and through 2007 -- the company just announced this a couple of weeks ago. They've refinanced and reconfigured their debt, extending it out to 2011 and 2012 on more favorable terms. (Their Coverage Ratio is about 2.4.) The stock has been consolidating in the $20 - $24 range over the past three months after a HUGE run over the past two - three years. Buy in this range. I expect $34 - $40 over the next two - three years, yielding 18 - 20% CAGR.