Date updated:07-27-2007
This is a portfolio of 10 areospace stocks that have exposure to the commerical aviation market. It is designed to leverage the introduction of the 787, A350, A380, Next Gen Narrow Body Airlines, Nex Gen Regional Aricraft, light jet, very light jet, and light aircraft market. Boeing is not included in this portfolio due to heavy exposure to key subcontractors.

-
ERJ
Embraer Empresa B - $20.70
- +0.34%
- $20.56
Embraer has exposure to both the regional aricraft and light jet / very light jet market. They also have a potential sleeper with their planned light military transport.

-
SPR
Spirit Aerosystem - $18.33
- 0.00%
- $N/A
Great 787 position. Likely to benefit from Aribus "Power8" restructuring. Will also be well positioned for next gen narrow body.

-
HXL
Hexcel Cp Delawar - $10.86
- -2.25%
- $11.10
Carbon fiber specialist with split of business between Airbus and Boeing. Also has upside exposure to wind power.

-
PCP
Precision Castpar - $105.13
- -0.28%
- $104.97
Leading position in forged and cast metal parts with 80% of market.

-
LDSH
Ladish Co. - $14.05
- +0.29%
- $13.92
Has the other 20% of the forged and cast metal parts market. Potential takeover target.

-
LMIA
Lmi Aerospace - $11.81
- 0.00%
- $N/A
Manufactures a variety of aviation parts and components.

-
HEI
Heico Cp - $39.88
- +0.03%
- $40.00
Heico provides aircraft parts and services.

-
ATRO
Astronics Corpora - $7.97
- 0.00%
- $N/A
Aircraft lighting systems with large commercial business.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Top 5 Small-Cap Stocks: N...
- » Echo5Joker's Portfolio
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...
By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...
By Roberto Pedone Posted on Nov. 24, 2009 10 Terrific Dividend Stocks: This Barron’s article highlights 10 high-quality dividend-paying stocks for investors who’re ...
By Jonas Elmerraji Posted on Nov. 23, 2009 As well as broad-based indexes have performed in the last few months, Stockpickr's weekly Rocket Stocks list has managed to d...
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some stocks that moved up on unusual volume on Nov. 24, 2009. more
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Analyst Upgrades or Estimate Increases for Nov. 25, 2009. Read more here. more













Comments not available