TDG — All updates

TDG — 2 entries on this page, 0 of them a change of direction.

Filter this page

Schwab NetworkPublished 2026-09-12

“From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI”

$TDGBullish

TDG is a compelling buy; underperformance despite strong fundamentals (double-digit organic growth, rising margins) creates an attractive valuation, supported by recent share buybacks.

the increase in Boeing's production rate. Both of those are risk factors for aerospace aftermarket businesses like TransDigm, GE, Heico and others. We think those stocks are increasingly attractive.

Their valuations have become more appealing as this year's gone on and those stocks have underperformed.

What they said to watch for

stock performance over the following year or two after buyback initiation

Watch the source03:55

Older record

The Intrinsic Value PodcastPublished 2026-08-28

“Ranking the Best Serial Acquirers in Markets: Tier List”

$TDGBearish

Bearish on TDG; rates it a B due to 'extortionary' pricing tactics that are viewed negatively compared to low-cost providers.

Yeah, so Trans I already mentioned, I mean, it it's very similar. Um but what Transdime has done in the past, and Munger commented on it was that uh they've increased their prices quite substantially.

And you know, the reasoning being that some of these parts, you know, I think I saw a number, you know, it might cost $1,000 on a, you know, $100 million airplane. Who cares if we raise it to $2,000?

That's kind of what what what their their reasoning has been over time.

Watch the source55:47

Older record

That's the earliest record

All updates for other tickers

$META $NVDA $AMD $MU $AAPL $TSLA $GOOGL $ORCL $ADBE $AVGO $AMZN $NFLX See all tickers

Follow $TDG30-day free trial

Start trial