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Expert Insights on Stocks: B/E Aerospace, Inc. Tops the List

Strategic Insights

— 1 min read

Jim Collins, editor of the OTC Insight newsletter, identifies B/E Aerospace, Inc. as a top pick, citing significant growth potential and decreased risk. Collins' analysis highlights the company's impressive financial performance, attributing the strong results to increased sales of commercial aircraft passenger cabin equipment and engineering services. Additionally, B/E Aerospace's backlog has increased by over 63% from the previous year, signaling strong future demand.

Key Takeaways:

  • B/E Aerospace, Inc. (NASDAQ:BEAV) reported net income of $0.16 per share for the quarter ended September 30, 2005, compared to ($0.07) in the prior year, a 123% increase.
  • Revenue growth reached 18% to $217.1 million, up from $183.5 million last year, driven by higher commercial aircraft passenger cabin equipment sales.
  • The company's backlog stands at over $1 billion, an increase of approximately 63% from the year-ago quarter and 22% as compared to the immediately preceding quarter.
  • Apple Computer, Inc. (NASDAQ:AAPL) is included in Collins' buy list, with the company designing and marketing personal computers primarily for education, creative, consumer, and business customers.
  • Celgene Corporation (NASDAQ:CELG) is another top pick, focused on the discovery, development, and commercialization of orally administered, small molecule drugs for cancer and immunological diseases.
  • Express Scripts, Inc. (NASDAQ:ESRX) and Netflix Inc. (NASDAQ:NFLX) also make the list, with the former being a leading pharmacy benefit management company and the latter the largest online movie rental subscription service in the United States.

Statistics:

  • 123% increase in net income for B/E Aerospace, Inc. for the quarter ended September 30, 2005, compared to the prior year.
  • 18% revenue growth to $217.1 million, up from $183.5 million last year.
  • 63% increase in backlog for B/E Aerospace, Inc. from the year-ago quarter.
  • 22% increase in backlog for B/E Aerospace, Inc. as compared to the immediately preceding quarter.

Sources:

  • Jim Collins, "OTC Insight" newsletter.
  • B/E Aerospace, Inc. (NASDAQ:BEAV) financial report.
  • Apple Computer, Inc. (NASDAQ:AAPL) company information.
  • Celgene Corporation (NASDAQ:CELG) company information.
  • Express Scripts, Inc. (NASDAQ:ESRX) company information.
  • Netflix Inc. (NASDAQ:NFLX) company information.

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