valuebull Posted April 26, 2015 Share Posted April 26, 2015 In today's Barrons (4/27/15), Barrons mentioned that Meryl Witmer likes Esterline Technologies, a company that supplies commercial jet manufacturers (Boeing, Airbus, etc) with parts. The current price is $113.75 and she values the shares at $150. She has confidence in the CEO Curtis Reusser, and thinks ESL will hit its 16% margin target, and generate $10 a share in FCF in 2017-2018. Link to comment Share on other sites More sharing options...
ccap Posted April 28, 2015 Share Posted April 28, 2015 This is too expensive for my taste. Assume it does hit $150 in 3 years, that is only a 9% annualized return. For reference, ValueLine has their 2018-2020 estimate as $120-$180. $150 is right in the middle. Link to comment Share on other sites More sharing options...
Guest notorious546 Posted June 10, 2015 Share Posted June 10, 2015 any thoughts on this since the revised guidance? what do you guys place fair value at for the shares? Link to comment Share on other sites More sharing options...
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