RE:strategyAbout half your reasoning I would agree with. Business jets and Aerostructures are indeed great gems and yes ALONE are worth $5 / share. Particularly once the Global 7500 ramps up to being produced at 20 per year.
I disagree with the sentiment of the Transportation. While I do agree it has a value that could wipe out the debt, I dont think it should be sold. It has a very long history of sales at a profit. Yes, it appears this year a slight glitch throws out the guidance a bit however that is no reason to toss it aside. This part of the company needs to continue to be a solid part. Once we get past this relatively minor glitch, then $9 B in sales at target of 10% profit looks very good. Reduce the debt from the profits, THEN calculate the share price.
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