Awesome Stocks

[gfp927z]

Bar, While it's tough to pick the winning companies, the broader technology seems like a winner. I figure the best technologies will be acquired by larger players, as in other tech areas, so it will be 'Darwinian'.

Investment-wise, I currently only have the broad Aviation / Defense ETF (PPA), and a few stocks with aerospace exposure - Curtiss-Wright (CW) and Transdigm (TDG), but small positions (link below). Those I picked mainly based on their nice long term charts, so it was fairly easy. But these small newer companies would require a lot of research and knowledge, so then you are into 'Buffett territory' :o) Actually Buffett's purchase of Precision Castparts does have a sizable aerospace exposure. So even the 'Oracle' has ventured into aerospace, though he now believes he overpaid for that acquisition.

But probably best to avoid aerospace in general. My dad was in aerospace as an engineer, and he almost always avoided investing in the sector, and especially the airline stocks. Buffett learned that the hard way with his brief but disastrous foray into the airline sector a few years ago. While there was no way to predict the arrival of Covid, it's probably safe to say he'll go back to avoiding the sector like the plague :o)


Aerospace Sector -

https://investorshub.advfn.com/Aerospace-Sector-36968




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