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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (47367)	4/9/2012 11:44:21 PM
From: Spekulatius	Respond to of 78915

re AIR - looks interesting. The maintenance business should be resilient and they have a good growth record over the years. I think I'll bid on some shares tomorrow.

To: Paul Senior who wrote (47367)	4/25/2012 12:48:25 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78915

re AIR - decided to take a pass on AIR. - increased government exposure, airlift ops could be vulnerable to budget cuts - that glitch that you stated is a bad omen since they just acquired that business as I understand it. Did the prior owners skip maintenance so now AIR need to catch up with deferred maintenance? There is a possibility that the prior owners goosed the earnings by deferring maintenance costs to get a better price. This may or may not go away over time. - somewhat of a less of focus, with leasing ops, manufacturing, airlift. These are all very different business and my concern is that management may drop the ball (more than they already did).