RTI International Metals, Inc. (RTI)

The legacy of under-investment in new aircraft in US fleets underpinned by the aggressive ordering by international carriers means that the major US players are a long way down the queue for new aircraft. When they need to update their fleet in the next couple of years the demand for titanium will inevitably spike as will the price. A strong long term play

PEG<=.5
Earnings Growth 5yr >= 25
Price/book <=1
Institutions>=20
Sales(ttm)>=50m

When the dreamliner takes of so will this stock

Titanium Metals Essential for US Military and Industry.

Likely to beat the S&P through the next bull market, RTI is a titanium play trading under book, with a solid balance sheet. A decent amount of near-term risk, however, as revenues and profits have crumbled.

This pick was poached from bullishbabo.

Considering Book value, earnings, and market cap...this should beat the market in 5 years.

Fidelity screen

Titanium

dont miss the boat on metals people. As you can see from my other recs I am extremely Bullish on the mining/metals industry. Good luck

as the economy improves, airpanes will be (re ordered) a big
part of which is titanium. Way more UP then Down side.

price is too low and titanium will always be needed
boeing and airbus may delay the production by a year, but they will inevitably need that titanium as they have long-term contracts

Trading below book.

boeing strike will be over soon. price is ridiculously low.
the world still needs titanium, armageddon is not near.
too many shorts for this stock which at these levels is absolutely silly. but this is a typical hedge fund stupid rampage that simply cannot be stopped unless we see a serious volume, and we will, and the morons will pay for their idiocy again.

MINING WILL COME BACK

strike will end @ boeing some day, and that day will be my payday. pe is absurdly low at 5.96.

I will be selling when we get back to 84.23/share

This stock is very cheap.

Market pressure will not hold this one down forever, as titanium demand is only increasing with time. While the Boeing strike is a short term problem and will affect the next 2-3 quarters, in the long term this is a winner. The entire sector is oversold.

RTI has longterm agreements with Boeing AND EADS/Airbus as well as UTC/Bell and Bombardier to supply Titanium what seems beyond their current capacity long term (=2-5 years down the road) once new B787/Airbus heavy in Ti commercial aircraft builds grow.

A bit short on cash, a US financial/lending crisis, $425M in debt coming up to expand facilities and improve cash, a Boeing strike, delays in B787 production and the stock took a hit workse than the EPS drop.

Sounds like a good time to buy and good really long term prospects.

-Aircraft + Defence industry recovery in 2009 ...+