"We took profits in that and I'm not looking back. I like Boeing (BA Quote). People don't think of it as a defense stock, but it is." ("Mad Money Lightning Round," 6-8-09)

FUTURE OF WAR

From a recent Mad Money show:"I'm thrilled we got out of that one. I don't want to get greedy; it's better to be lucky than good."

From a recent Mad Money show:"I've been recommending this one, but we've had a huge gain. I want you to sell that one right here ahead of Obama."

natioal defense

speculative LE and aviation play

3 Stocks I Saw on TV: Dan Fitzpatrick examines three stocks viewed on Fast Money and Mad Money. Today's stocks include Apple, American Express and Aerovironment.
Click here to watch the video.

Sector Perform - Price 29.39 on Sept. 10
by Pacific Crest

AeroVironment develops and produces unmanned aircraft systems and efficient electric-energy technologies. [First-quarter] results beat expectations: fiscal Q1 (July) revenue of $53.6 million and [earnings per share] of 22 cents, ahead of our expectations of $51.9 million and 15 cents. Consensus was $49.9 million/18 cents. Revenue was driven by [research and development]...F2008 EPS is $1. Raising F2009 and F2010 EPS estimates to $1.14 and $1.38. Market cap: $636 million.

Unmanned Aircraft Systems. Started in 1971, 25% YoY growth. Heavy demand for aircraft that can stay in the stratosphere for weeks (spying, hurricane detection, etc). Needs to be power efficient. 22 P/E on 25% growth.

Company just got patents for wind towers that can sit on buildings, avoiding the need to waste vast tracts of land for wind farms.

the promise of architectural wind

cramer