Embraer-Empresa Brasileira

  • Two Aerospace Names to Buy, One to Sell

    By Zain Abbas - July 12, 2013 | Tickers: ERJ, GD, COL

    Demand for aerospace products is on a rise according to different sources. By sources I mean, suppliers of raw materials like aluminum companies, supplier of jet parts and the final manufacturers like Boeing and Airbus.

    However, improving industry fundamentals do not mean that every company in the industry is a name to buy. You will always find a wide variety of companies in a similar industry. The source of difference more »

  • Disappointment And Delay: How Can This Manufacturer Turn Things Around?

    By Alexander MacLennan - July 11, 2013 | Tickers: BBD.A, BBD.B, ERJ, SI

    It was a rough end of June for Canadian manufacturer Bombardier (TSX: BBD.A) (TSX: BBD.B). With high hopes resting on its new C Series airliner, the plane received no new orders at the Paris Air Show and the company decided to delay the inaugural flight of the C Series until the end of July. Shares of Bombardier have reflected this disappointment and have fallen well off their peak more »

  • Defense and Commercial Flights Are on a Roll

    By Vanina Egea - July 9, 2013 | Tickers: ERJ, HON, BA

    In clear contrast to the defense-focused companies that are suffering from budget cuts in the U.S., the commercial aerospace sector is not feeling the heat of the financial meltdown. Airlines are boosting their demand for new airplanes, seeking to expand their fleets and upgrade them by acquiring more fuel-efficient and bigger planes that could improve their profit margins.

    Let’s take a look at three companies that manufacture aircrafts more »

  • Superb Execution Makes This Stock Attractive

    By Ted Cooper - July 1, 2013 | Tickers: ERJ, LMT, BA

    Many companies can claim to have earned outsized profits over a few years, but only a handful can do it year after year for decades. The kind of company that can consistently earn high returns on capital must be in a special position that its competitors are unable to reach; otherwise competition would drive down profitability. Companies that occupy this special position include American ExpressCoca-Cola, and Moody's more »

  • Keep an Eye on this Regional Jet Maker Showdown

    By Alexander MacLennan - June 18, 2013 | Tickers: BBD.A, BBD.B, ERJ, BA

    The big story out of the Paris Air Show this week has been the ongoing rivalry between aerospace manufacturers Boeing and Airbus. Airbus launched its new A350 plane in a bid to provide added efficiency in the widebody segment, and Boeing showed off a large version of its Dreamliner called the 787-10X. But while the biggest manufacturers compete in the widebody segment, two regional carriers are duking it out in more »

  • United Technologies and Aircraft Purchases

    By Damon Churchwell - June 11, 2013 | Tickers: ERJ, GE, UTX

    One of the Dow 30 components, industrial product and aerospace system manufacturer United Technologies (NYSE: UTX), has the wind at its back thanks to its enhanced foothold in the commercial aircraft market. In July, it will be a year since the buyout of Goodrich Corp., a supplier that generates more than $8 billion in annual sales. Plus, its legacy Pratt & Whitney unit is becoming a greater contributor to the company more »

  • Why Does Billionaire Andreas Halvorsen Love Boeing?

    By Meena Krishnamsetty - June 10, 2013 | Tickers: BEAV, ERJ, SPR, BA, TDG

    We at Insider Monkey track quarterly 13F filings from hundreds of hedge funds and other notable investors, using the included information to develop investment strategies. We have found, for example, that the most popular small-cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We can also use our database to compare the most recent filings to those from the previous more »

  • Is This High Flyer Back on Track?

    By Marshall Hargrave - April 26, 2013 | Tickers: ERJ, NOC, BA

    Boeing (NYSE: BA) got a couple votes of confidence of late, including the approval by U.S. regulators and the Federal Aviation Administration of the "high level system description" of its 787's electrical system, which in effect certifies the safety of its advanced lithium-ion batteries used in the 787 Dreamliner jets.
     
    The other big news is that despite the grounding of its Dreamliner, Boeing posted impressive results for 1Q more »
  • Boeing's Back With a Future

    By Nate Wooley - April 19, 2013 | Tickers: ERJ, LMT, BA

    It's really unfair to say that Boeing (NYSE: BA) is back, when it never really left.

    It's true that Boeing has had some problems recently. The flap with the batteries in the 787 Dreamliner was the sort of news that public relation's disasters are made from: high profile, good imagery for the networks, and an issue (air safety) that always grabs the public's attention. As a more »

  • More Aerospace Stocks With Upside

    By Damon Churchwell - March 4, 2013 | Tickers: ERJ, HXL, TGI

    The changing air transportation landscape is making this an exciting time to consider jumping aboard companies that build aircraft or components. Specifically, replacements and upgrades of equipment are under way at several domestic airlines, including those having recently merged or are planning to merge. For instance, American and US Airways have inked a merger agreement, and the likes of Southwest/Airtran, UAL/Continental, and Delta/Northwest have combined during the more »

  • Is This Stock Set to Fly Higher?

    By Lee Samaha - February 5, 2013 | Tickers: BEAV, ERJ, BA

    Commercial aerospace company BE Aerospace (NASDAQ: BEAV) delivered a pretty strong set of results recently. It raised guidance and served notice that its backlog of orders plus exposure to wide bodied aircraft deliveries is creating good growth opportunities in 2013. In summary, I like the stock and the trends within aerospace that it is exposed to. However, I consider it to be fairly valued and investors may want to wait more »

  • Just Stop It: Boeing Will Be Fine

    By Nate Wooley - January 15, 2013 | Tickers: ERJ, LMT, BA

    It's with great interest that I've watched the media sharks circle aircraft maker Boeing (NYSE: BA) over the last week. A series of problems, some smaller, some larger, have popped up with the company's 787 Dreamliner aircraft. But that doesn't mean the firm is expected to go away anytime soon. In fact, I think it means opportunity.

    Yes, the firm's stock has had a rough more »

  • Capitalism 2.0 - Coming to a Country Near You OR How to Invest in Freedom.

    By Dave Harvilicz - December 24, 2012 | Tickers: AAPL, CG, ERJ, NOC, PBR, RY, BX

    <img src="/media/images/user_13237/happiest-people-in-world_large.jpg" />

     

    Gallup released a poll earlier this month about how positive people are about life in 148 countries. Most commentators focus on the domination in the top 10 by relatively poor Latin American countries like El Salvador and Equador. They make excuses for why the "winning" Western powers don't top the list, most making vague references to "a happy culture" in a thinly-veiled racist reduction to the old ignorance-is-bliss argument more »

  • Cheap Stock With Ample Growth Drivers

    By Ankit Agrawal - September 16, 2012 | Tickers: ERJ, GD, LMT, NOC, RTN

    The stock prices of Embraer SA (NYSE: ERJ) saw a huge downfall after the company reported its Q1 results. Despite posting strong 2Q operating results, with gross margin and EBIT margin both coming in better than expected on in-line sales, the shares have failed to recover. However, I like company’s positioning in the business jet market and the Brazilian security in its defense segment. I believe Embraer's commentary more »

  • Billionaire Steven Mandel Bought This Stock Recently

    By Meena Krishnamsetty - August 31, 2012 | Tickers: BEAV, CW, ERJ, HEI, TGI

    Lone Pine Capital filed a 13G with the SEC this week to report that it had acquired about 6 million shares of BE Aerospace (NASDAQ: BEAV), giving the fund ownership of 5.7% of the company’s shares outstanding. BE Aerospace is a $4 billion market cap company which manufactures products for jet interiors- seat frames, oxygen storage and delivery systems, and even lavatory systems. The company also provides premium more »

  • Embraer Regains Altitude With Boeing Alliance

    By Tony Daltorio - June 29, 2012 | Tickers: AAMRQ.PK, ERJ, LMT, BA

    The sigh of relief from Embraer SA ADR (NYSE: ERJ) management was audible all the way from Brazil. Finally, the company had some good news coming from the United States instead of the recent strings of disappointments. In a major announcement, Embraer said that it has entered a cooperation agreement with Boeing (NYSE: BA) in developing a new midsize military transport and refueling aircraft, the KC-390.  

    This deal is all more »

  • Embraer Will Rally

    By Mary Posey - May 22, 2012 | Tickers: ERJ, BA

    Embraer (NYSE: ERJ) is the world's top manufacturer of midsize aircraft.  Production of regional jets has been strained lately by high fuel costs and slow global recovery, but eventual uptick could lead to a rally point for the company and its shares.  ADR's of Embraer have increased 29% already this year.  Embraer is the world's third largest commercial aircraft maker, trailing behind Boeing (NYSE: BA) and EADS more »

  • Boeing Got the Order, But Lockheed’s Still The Better Option

    By Tim Brugger - February 14, 2012 | Tickers: ERJ, LMT, NOC, BA

    Boeing’s recent order from Indonesia’s Lion Air for 230 planes puts a cap on what has been a pretty amazing three months. An $18 billion order from Emirates Airlines was quickly followed by an even bigger $19 billion deal with Southwest Airlines toward the end of last year. And now Boeing (NYSE: BA) has topped them all with the $22.4 billion contract with Lion. The race for more »

  • Embraer Faces Continued Turbulence

    By Tony Daltorio - December 23, 2011 | Tickers: ERJ, GD, TXT

    The world's third largest commercial aircraft producer and one of Brazil's top companies, Embraer SA ADR (NYSE: ERJ) is one of the few Latin American companies that has been able to compete successfully on a global scale. 

    Embraer has sold more than 5,000 aircraft operating in 92 countries. Annual revenues from its commercial and private jet sales alone total roughly $4 billion. 

    The company's stock hit more »