No. of Recommendations: 0
Hi aitraders,

I'm thinking of buying some Textron for myself, as well. If that article's accurate, we'll see a flattening of the Cessna ttm revenue curve until new orders really begin to kick in.

Right now, I'm not looking at financials because FCF is completely the wrong way to look at them. However, I should probably broaden the view of what a messed-up expectation is. Certainly some banks selling below TBV are a bargain. Haven't looked at First Financial, though.

Last summer, for myself I bought a basket of oil related companies and Noble Energy was one of them. The whole sector got beaten down because of the BP / Transocean rig disaster. NE, DRQ, XOM, BP, RIG, SLB -- I think that's it. Earlier this spring, I sold NE, DRQ, and SLB to ease off on the oil industry exposure I had, but then I recently bought a starter position in National Oilwell Varco, so go figure. I'll have to look at NE for the MUE port, too, but with the few positions I've got right now, I don't want too much exposure to the oil industry.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.