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Author: jammerh Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 175  
Subject: Value Line On Rockwell Collins Date: 3/26/2010 1:34 PM
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The latest Value Line report is in. I'm not up for typing out the entire thing, but here's a few short excerpts from the textual blurb which you might find instructive:

"Rockwell Collins will likely struggle over the next several quarters. Due to the recent recession and elevated unemployment rate, passenger air tavel remains well below normal levels. As a result we believe airlines will continue to operate reduced flight schedules and keep part of their fleets grounded.

With Rockwell's retrofit electronics and other components will likely remain weak. In addition, RC derives a good portion of its revenues and profits from sales to Boeing . Over the past year, the aircaft manufacaturer has experienced material production delays, which led to increased inventory levels. We believe that until Boeing works through its inventory over the next year or so, it will order fewer components from dozens of suppliers, including Rockwell.

"On the bright side "The company's long-term prospects appear healthy. We believe that the U.S. economy will improve over the next several years. Passenger air travel ought to begin returning to normal levels, as well. Thus, flight schedules will probably increase and a number of carriers will be eager to upgrade and/or replace their aging fleets. In addition Boeing's inventory levels should come down, which which will lead to large orders for Rockwell's products.

The company is contracted to provide avionics components for Boeing's new 787 Dreamliner, and orders for this plane have already reached 876. An economic rebound should also spur demand for RC's business jet offerings, while the company's military contracts ought to continue fueling profits. In sum, we project share earnings to reach $4.65 by the 2013-to-2015 time frame..."

Rockwell Collins:

Financial Strengthh is rated at A+

Stock's Price Stability 85 (high)

Price Growth Persistence 95

Earnings Predictability 90
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