Stock price when the opinion was issued
Recent selloff creating buying opportunity. Excellent management team. Industrial components in high demand. Historically, linked to performance of economy, but appears to be performing very well. If a "soft landing", will create further opportunities. "Re-shoring" in America also creating strength in business.
Solid industrial. Likes its fundamentals and projected earnings, but the chart shows how well it's done. When things rise in price, they tend to drop in value. Normally trades at slight discount to market, now at a premium. Going to have to do really well to live up to its valuation. He owns RTX.