Heico Corp. - 500 Beiträge pro Seite

[R-BgO]

...bietet Flugzeugersatzteile aus eigener Herstellung billiger als OEM-Teile an;

bisher sehr kleiner Marktanteil, aber wachsend.


Scheint ein klassischer Compunder mit disziplinierter capital allocation zu sein.

watchlist

[kainza]

Antwort auf Beitrag Nr.: 50.915.892 von R-BgO am 23.10.15 11:57:20

Wie bist du auf die gekommen?

https://translate.google.de/translate?hl=de&sl=en&u=https://…

Schon das 4. mal in Folge unter den besten 200 Kleinunternehmen der Forbesliste.
Etwas volatil. Legst du dir die ins Depot?

[R-BgO]

Antwort auf Beitrag Nr.: 50.916.192 von kainza am 23.10.15 12:18:10

Zufall

ich fange immer mit ein paar Ansichtsstücken an;

es kann Jahre dauern, bevor ich meinen nächsten Move mache

[kainza]

Antwort auf Beitrag Nr.: 50.916.288 von R-BgO am 23.10.15 12:24:20

Ansichtsstücke heißt...

rein ins Depot und darauf schauen ob sich was getan hat.

Und dann vertanen Chancen nachtrauern ?

[R-BgO]

Antwort auf Beitrag Nr.: 50.916.354 von kainza am 23.10.15 12:29:56

Schauen ja,

trauern nein;

es kann genau so gut sein, dass etwas um 90% fällt, wie dass es sich ver-x-facht.

Die Werte, in die ich für meine Verhältnisse größere Beträge reinstecke, kenne ich fast immer schon eine ganze Weile.

Ich bin Investor und kein Trader.

Am besten sind langweilige Werte, die so langsam steigen, dass sie mir nie zu teuer werden und ich sie dann fälschlich rauswerfe.

[Simonswald]

Heico ist mir unter versch. Aspekten schon positiv aufgefallen:

+ herausragend positiver stabiler Langfristkursverlauf
+ Umsatz und Gewinn ver4facht innert 10 Jahren
- aktuell etwas teuer als im historischen Durchschnitt

Auch bei mir auf der "Watchlist".

[R-BgO]

HEICO Announces Major Acquisition

Signs Agreement to Buy Robertson Fuel Systems

HOLLYWOOD, Fla. and TEMPE, Ariz., Dec. 21, 2015 -- HEICO Corporation (NYSE:HEI.A) and (NYSE:HEI) today announced that its Electronic Technologies Group has entered into an agreement to acquire Robertson Fuel Systems, LLC ("Robertson") from affiliates of American Securities LLC for $255 million in cash to be paid at closing, subject to typical post-closing adjustments. The transaction is subject to clearance under the Hart-Scott-Rodino Antitrust Improvements Act and other customary closing conditions. The parties anticipate the acquisition will be completed within 60 days.

HEICO expects the acquisition to be accretive to its earnings per share within the year following acquisition. HEICO noted that the purchase price falls within the upper end of the EBITA multiple range that the company targets for its acquisitions. The Company did not release further financial details, but intends to provide an update to its sales and earnings forecasts when it announces its first quarter Fiscal 2016 earnings at the end of February 2016 after it finalizes transaction costs and other first year expenses.

Tempe, AZ-based Robertson is the world leader in the design and production of mission-extending, crashworthy and ballistically self-sealing auxiliary fuel systems for military rotorcraft. Robertson's products include approximately 65 different fuel systems serving over 50 different platforms across military and civil aircraft and ground vehicles.

Founded in 1977 by Harry Robertson, Robertson has an installed base of over 11,000 fuel tank assemblies delivered since then and has made significant investments in developing its products over a long period of time.

Robertson employs approximately 125 people at its facilities in Tempe, AZ and Bluffdale, UT. HEICO stated that Robertson would continue to operate in its current locations with its current management team in place and that it does not expect any material staff turnover to result from the acquisition.

Among the numerous platforms on which Robertson products can be found are the AH-64 Apache, CH-47 Chinook, UH-60 Black Hawk, MH-60 Sea Hawk and the V-22 Osprey aircraft.

Laurans A. Mendelson, Chairman and Chief Executive Officer of HEICO Corporation, along with Victor H. Mendelson, HEICO's Co-President and Chief Executive Officer of the Electronics Technologies Group, jointly commented, "Robertson is another excellent fit with HEICO. Their products are the internationally-recognized standard for use on U.S. made helicopters and they make a mission critical, life-saving and high reliability product required on thousands of aircraft and ground vehicles. We are also fortunate that Robertson has an outstanding management team lead by Newman Shufflebarger, its Chief Executive Officer, who served in a distinguished career with the U.S. Army for more than 26 years as an aviator and program manager, retiring with the rank of Colonel. We welcome Newman and the entire Robertson team to HEICO."

Newman Shufflebarger, Robertson's Chief Executive Officer, remarked, "We are thrilled to be acquired by HEICO. From our first meeting, we felt a strong connection between our cultures - we both place serving our customers' missions first and value our colleagues for their remarkable skills and hard work. We look forward to being part of the HEICO family."

Moelis & Company, SunTrust Securities and the law firm of Kaye Scholer LLP represented Robertson and American Securities in the transaction. HEICO was represented by UBS Investment Bank, HEICO's internal counsel and the law firm of Akerman LLP.

HEICO Corporation is engaged primarily in the design, production, servicing and distribution of certain niche aviation, defense, space, medical, telecommunications and electronics products. HEICO's customers include a majority of the world's airlines and overhaul shops as well as numerous defense and space contractors and military agencies worldwide in addition to medical, telecommunications and electronics equipment manufacturers. For more information about HEICO, please visit our web site at http://www.heico.com.

The Company has two classes of common stock traded on the NYSE. Both classes, the Class A Common Stock (HEI.A) and the Common Stock (HEI), are virtually identical in all economic respects. The only difference between the share classes is the voting rights. The Class A Common Stock (HEI.A) receives 1/10 vote per share and the Common Stock (HEI) receives one vote per share. The stock symbols for HEICO's two classes of common stock on most web sites are HEI.A and HEI. However, some web sites change HEICO's Class A Common Stock symbol (HEI.A) to HEI/A or HEIa.

[R-BgO]

Antwort auf Beitrag Nr.: 50.921.988 von Simonswald am 23.10.15 22:49:27

läuft wie am Schnürchen,

gestern gute Jahresendzahlen

[R-BgO]

auf Erinnerungsstück reduziert

[R-BgO]

HEICO Corporation Declares a 5-for-4 Stock Split, Increases the Semi-Annual Cash Dividend by 9 Percent and Sets the Annual Meeting and Record Date

Marks the 16th Stock Split or Stock Dividend in the Past 22 Years and a 22% Cumulative Cash Dividend Increase over the Past 12 Months


December 15, 2017 09:00 AM Eastern Standard Time

HOLLYWOOD, Fla. & MIAMI--(BUSINESS WIRE)--

HEICO Corporation (NYSE:HEI.A) (NYSE:HEI) announced today that its Board of Directors approved a 5-for-4 stock split on both its Class A Common Stock and Common Stock. The stock split will be effected in the form of a 25% stock dividend on each class of the Company’s shares.

“This stock split and increased cash dividend reflects our Board of Director’s continuing confidence and enthusiasm in HEICO's long-term growth and financial outlook, while also retaining sufficient capital to invest in our internal growth objectives and acquisition strategies.”

HEICO’s Board of Directors approved a 9% increase in the semi-annual cash dividend to $.0875 per share ($.07 per share on a proforma 5-for-4 stock split basis) payable on both classes of common stock. The proforma cash dividend of $.07 per share will also be paid on the new shares to be issued with the stock dividend.

Both the stock and cash dividends are payable on January 17, 2018 to shareholders of record as of January 3, 2018. Cash will be paid in lieu of fractional shares based on the last sale price of each share class on the record date.

This announcement marks HEICO’s second stock split and third cash dividend increase in the past year, as well as the 16th stock split or stock dividend since 1995 and HEICO’s 79th consecutive semi-annual cash dividend since 1979. The cash dividend represents a cumulative increase of 22% since January 1, 2017.

Laurans A. Mendelson, HEICO’s Chairman and Chief Executive Officer, along with HEICO’s Co-Presidents, Eric A. Mendelson and Victor H. Mendelson, commented, “This stock split and increased cash dividend reflects our Board of Director’s continuing confidence and enthusiasm in HEICO's long-term growth and financial outlook, while also retaining sufficient capital to invest in our internal growth objectives and acquisition strategies.”

Considering the reinvestment of cash dividends, and the impact of prior stock splits and stock dividends, a $100,000 investment in HEICO shares in 1990 has become worth approximately $24.2 million today, representing a compound annual growth rate of 22%.

HEICO also announced that its Annual Shareholders’ Meeting would be held on March 16, 2018. Shareholders of record at the close of business on January 17, 2018 will be entitled to vote at the meeting.

HEICO Corporation is engaged primarily in the design, production, servicing and distribution of products and services to certain niche segments of the aviation, defense, space, medical, telecommunications and electronics industries through its Hollywood, Florida-based Flight Support Group and its Miami, Florida-based Electronic Technologies Group. HEICO’s customers include a majority of the world’s airlines and overhaul shops, as well as numerous defense and space contractors and military agencies worldwide, in addition to medical, telecommunications and electronics equipment manufacturers. For more information about HEICO, please visit our website at http://www.heico.com.

The Company has two classes of common stock traded on the NYSE. Both classes, the Class A Common Stock (HEI.A) and the Common Stock (HEI), are virtually identical in all economic respects. The only difference between the share classes is the voting rights. The Class A Common Stock (HEI.A) has 1/10 vote per share and the Common Stock (HEI) has one vote per share. There are currently approximately 50.7 million shares of HEICO's Class A Common Stock (HEI.A) outstanding and 33.8 million shares of HEICO's Common Stock (HEI) outstanding. The stock symbols for HEICO's two classes of common stock on most web sites are HEI.A and HEI. However, some websites change HEICO's Class A Common Stock trading symbol (HEI.A) to HEI/A or HEIa.

[R-BgO]

läuft und läuft

[R-BgO]

Antwort auf Beitrag Nr.: 58.711.234 von R-BgO am 16.09.18 12:49:03

nochmal verdoppelt

in einem Jahr