Triumph Group, Inc. (TGI)

graham

Let's see if they have any momentum left.

outperforms industry and S&P500,above 50day MA, grow trend

Flying High!

Bottom Fishing on 10/23 - looks like a value buy.

Small company with outstanding recent growth and low peg. Defense will continue to be funded no matter who wins '08.

I like this one up through $75.50.

Good PE, good growth, good asset value (share is 1.06 times book). Sentiment negative, but this is a small company so good execution is more important.

Someone can tell me if my macro-economic thinking is off here, but I see TGI as a strong buy below 50. Here's why: TGI has been sold off pretty much in line with the rest of the aerospace and defence sector. My contrarian point of view is that the higher gas prices go, the better it will be for TGI's earnings. As prices rise more and more airlines are begining to outsource repair and maintenance. Additionally, as prices rise airlines stop buying planes (See BA). While 30% of TGI's commercial repair business comes from Boeing this is not on NEW planes. Airlines fleets will be aging (specifically the workhorse 737s) and needing increased repairs. As airlines merge they will look to simplify operations and cut costs. My guess is they will start cutitng r&M departments. TGI also has some government contracts which will be used to 'smooth earnings' and meet estimates if the company so desires. If there is a better way to play the aerospace R&M sector please let me know.

I am very bullish on this company, which is trading at a P/E of 13.5 and a PEG of around 0.70. TGI benefits from the huge backlog that Boeing and Airbus have (which are both over six years of sales). I like that TGI has diversified by having their Aftermarket Segment contribute 20% to their total revenue. They have also continued to acquire companies, which further diversifies them. Their margins are better than their peers, and they continue to improve. TGI may suffer because of the sentiment in the airline industry (rising fuel prices, airlines grounding planes), but these do not have an immediate effect on the company's performance. TGI will actually benefit from the airlines upgrading to more fuel efficient planes, which will be a key to their survival. TGI has itself a large backlog and as long as Boeing and Airbus have orders to fill, TGI's earnings are visable.

Another stock I have been watching for a year. Stock took off after earnings and upward guidance now trading almost at a 1 year low? Another beaten stock that will move higher in the year to come.

http://www.businesswire.com/portal/site/home/index.jsp?epi-content=GENERIC&newsId=20080213005818&ndmHsc=v2*A1200315600000*B1202960271000*DgroupByDate*J2*M31351*N1009172&newsLang=en&beanID=383539599&viewID=news_view

Looks like a good investiment appears to be undervalued in current market.

Disclosure: I own no shares of this stock.

Growing income for past few years and in a position to reap benefits from aging fleet of planes worldwide, this should be a hit for years to come. Popularity of Boeings new 787 and new Airbus model just add fuel to the fire.

IBD New America

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the income stream has been growing with this company for the past couple years. the fundamentals look good .Qtrly Earnings Growth (yoy): 47.50%
Market Cap (intraday)6: 1.24B
Enterprise Value (6-Sep-07)3: 1.57B
Trailing P/E (ttm, intraday): 24.16
Forward P/E (fye 31-Mar-09) 1: 14.82
PEG Ratio (5 yr expected): 0.70
Price/Sales (ttm): 1.23
Price/Book (mrq): 1.92
Enterprise Value/Revenue (ttm)3: 1.55
Enterprise Value/EBITDA (ttm)3: 10.943

CAPS Pick of the Day

International demand will drive the current spurt for airplane demand. Triumph stands to gain from this growth spurt - and at a value of only 1B, it could be a 10 bagger.