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Boeing Gives AAR a Begrudging Acknowledgment

I suppose we can all breath a collective sigh of relief to the news that Boeing (NYSE: BA) has “officially” cleared AAR Corp. (NYSE: AIR) of any wrongdoing in their purported FAA violations in painting certain model landing-gear truck beams in ways that were not kosher. Read the rest of this entry »

FAA Finds Landing Gear Not Properly Maintained

One of the cogent risk factors when dealing with a company like AAR is the very fact that they are intimately intertwined with many important aspects of airline maintenance and repair, and as such, are responsible for the work they perform on these planes and anything that may go wrong with the work they do.

Along those lines, on March 25th, the FAA issued a Unapproved Parts Notification (UPN) letter that stated that during a multi-year investigation, which lasted from the start of 2001 through Nov. 26, 2007, the FAA found that the AAR landing gear service center in Miami “improperly maintained and approved for return to service” parts used in Boeing (NYSE: BA) 707, 747, 757 and 767 planes. Read the rest of this entry »

Well, here we go again: AAR Corp. reported earnings after the market closed on March 18th, 2008, and needless to say, my investment thesis is playing out just as expected with AAR reporting another quarter of record revenue and earnings, while beating analysts estimates on both the top and bottom line.

I’ll give a more detailed breakdown of AAR Corp.’s earnings, margins, etc., but I wanted to provide some quick numbers, and conference call and earnings highlights, as well as talk about their latest acquisition. Read the rest of this entry »

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For no good reason our stocks are getting hammered…I can’t take this anymore, I’m starting to panic…

Ok, sorry about that, just wanted to get your attention.

There’s been no panic on my side of the coin with the PeakStocks.com recommendations, but I can see from the comments and hesitation that I am reading out there, that some of you may be.

So to allay any fears, concerns or questions, I decided to post a quick update on not only the philosophy of PeakStocks.com, but some direct commentary on the stocks in the portfolio. Read the rest of this entry »

AAR Corp’s (NYSE: AIR) recent earnings report and analyst conference call was nice and boring, just the way I like earnings reports to be.

Within the “boring” report, there were some interesting highlights and year over year improvements to the company’s margins, bottom and top line, and overall improvements in the business that further strengthen AAR’s position in the marketplace and my investment thesis for shares of AAR corp. Read the rest of this entry »

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Before the long holiday week ahead, I wanted to update you quickly on recent developments with 2 PeakStocks.com portfolio picks: AAR Corp. (NYSE: AIR), and uWink, Inc. (Nasdaq: UWKI.OB). Read the rest of this entry »

There’s a saying for those who plan on buying stocks long term: Buy and Homework, instead of Buy and Hold.

To that end, there have been some recent developments to my recent AAR Corp. (NYSE: AIR) research report and buy recommendation post.

In this post, I talk about these recent developments for AAR Corp., and followed up with some questions to John Bowman the Director of Financial Planning & Analysis and Investor Relations for AAR Corp. Read the rest of this entry »