Opinions David Burrows
HowmetHWMBUYOct 02, 2024
David BurrowsOwned
$101.72
Stock price when the opinion was issued
$251.90
As of Jun 05, 2026. Market Open.
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TOP PICK
Another boring name. If it spins, they probably make it -- turbines for jet engines and power companies, wheels on 18-wheelers. Aerospace and power sectors are growing exponentially. Large backlog, high margin. Yield is 0.20%.
(Analysts’ price target is $283.05)
Brendan CaldwellOwned
INDUSTRIAL PRODUCTS
Unspecified
It makes parts for engines which are much in demand. It is expensive so investors would be banking on the demand to be there.
Jamie Murray No
INDUSTRIAL PRODUCTS
BUY
RSI has been steadily improving for aerospace and defense since September 2022. Replacement cycle means lots of business at high margins. Made an RSI new high today relative to the market. Incredibly resilient. Trump's policies will steer other countries to spend more on defense.
David BurrowsOwned
INDUSTRIAL PRODUCTS
Precision, specialized parts and fastening systems for aircraft. Defense market, which is performing well. Next generation of jet engines delayed, so those selling parts are doing well. Up close to 2.5x in last 12 months. Gapped higher on every earnings report in that time.
Continually beats estimates. One of his top ten positions. Making a new absolute and relative high against the market. Thought of using it as a Top Pick today. Chart shows the archetypal stair-step higher of rallies and consolidation.