Stock price when the opinion was issued
Tremendous run over the last couple of years, so you need to be careful. You don't necessarily need to sell, but you need to be prudent by rebalancing and getting back to a level of risk you're comfortable with. Stick with the winners, and this one is. Still positive on it, but make sure you're not over-exposed.
Now a pure-play aircraft engine market leader. Sees it still dominating the jet engine market. Value score of 3/10. Analysts still see ~15% upside. Technically, looks to be trying to break out above $170; if it goes higher, could see a bit of a breakout.
Looks to be hitting a ceiling. Great run, aerospace is an exceptional business. Hold in short term and take some profits soon.
Lots of moving parts. Healthcare side has lots of growth potential. Aerospace also has proven its worth. He'd leave it as it. Typically, spinoffs don't have the easiest time out of the gate, jury's out on Vernova. Hold the original, as it gives you a small slice of diversification right there.