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 - $21.05
- -0.43%
- $21.00
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 - $18.37
- 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 - $11.39
- -4.37%
- $11.83
Carbon fiber specialist with split of business between Airbus and Boeing. Also has upside exposure to wind power.

-
PCP
Precision Castpar - $100.26
- -1.42%
- $101.12
Leading position in forged and cast metal parts with 80% of market.

-
LDSH
Ladish Co. - $12.31
- -2.07%
- $12.78
Has the other 20% of the forged and cast metal parts market. Potential takeover target.

-
LMIA
Lmi Aerospace - $12.12
- 0.00%
- $N/A
Manufactures a variety of aviation parts and components.

-
HEI
Heico Cp - $39.61
- -1.66%
- $40.21
Heico provides aircraft parts and services.

-
ATRO
Astronics Corpora - $8.36
- 0.00%
- $N/A
Aircraft lighting systems with large commercial business.
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A. because he's not about making friends,
he's about making money...and if you
really follow cramer then you'd a done
your homework and should know how to
play this. which those who don't do
their homework provide opportunities for
those who do.
A. The only one I own : SLX,
too hard pick a winner out all of them
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
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