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Transdigm Group

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  1. From Barron’s, February 16, 2015 (Part 2)

    Commentary

    Sat, 14 Feb 2015

    managers now hold higher-P/E stocks but they justify them based on relative value [ OAKMX holds GOOG, MA ; Weitz funds hold TDG ; PARNX doesn’t like its M* label of large-cap-growth]. The performances and alphas of R1000 growth and value indexes

  2. From Barron’s, September 24, 2012 (Part 1)

    Commentary

    Sat, 22 Sep 2012

    tax rates, cash rich companies with little leverage and high insider ownership may declare special Q4 dividend, e.g. BEN, TDG , WNR, WYNN . The US ADS GRFS of the blood-plasma-products maker Grifols are attractive at more than 30% discount to its

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