"On this 'house of pain' day, we've got to try to find some stuff that doesn't move with the averages, because, man, the averages just stink out loud.

So, think about this.  A month ago credit Suisse and Lehman bros. Took a little co. called Transdigm (TDG) public.

TDG makes cockpit security equipment, valves, solenoids, manifolds and other aircraft parts.

For the last month, it has absolutely languished. Clear - nothing.  Ever since it became public.

At the same time, Boeing (BA.), the beacon of the group has gone up five points, just since TDG became public, continuing a remarkable winning streak of 12 points since January.

The whole aerospace industry has done a big upward pull in the last month, but not TDG.

And yet, TDG, which makes parts for new jets, and sells parts in the aftermarket, should be participating, even as it's done nothing.

You know, it just doesn't make any sense for the whole aerospace patch to be moving up, but leaving little TDG behind.

Half of what a stock does is about sectors.  You get a sector right, you get the neighborhood right, and you should be making good money, even in the fix-up houses.  And this sector is en Fuego!  Buy, buy, buy!

When something like this happens, when the market just doesn't make any sense at all, you've got to make opportunity to try to make money.

Not only is TDG just way too cheap here, it's easy for you to see that it's too cheap.  It's not hard to understand that it's sector has taken off without it.

That creates a terrific price disparity that will not last!

TDG is coming up.  I think you should get on board before that happens.

Maybe it pays to think about aerospace this way:  Boeing is the whale; it's got a lot of different businesses going on inside it.

TDG is the minnow.  It's little and it's specialized.  I like that at this stage.  When the whale does well, TDG does well.

You can think of this as Boeing being a shark, and TDG being the little remora - the thing that feeds off the shark.

At this point in the cycle, you absolutely have to be looking at TDG.  Because, now that Boeing has made you the money, it can pay to invest in a little specialized player like this one.

Boeing gets the orders, starts to build the planes, and places orders itself with TDG!

In the last few days, we have had just one seriously crummy market.  I mean, it has been the proverbial 'house of pain,' and it doesn't show any signs of ending.

The only stock that has held up;  the only general that is leading anything; is Boeing, because it's high oil that is strangling everything.  The only way you beat high oil is by building newer, lighter planes with lower fuel costs.  It makes sense, doesn't it?

Boeing isn't the only stock that can make you money off of this.  I think you've gotta  look at TDG too.

Here's what should interest you:  aerospace is on fire, except for TDG!  For no good reason the stock has done nothing.

This is an aerospace stock, and a hot one at that.  In the last fiscal year, they doubled their earnings!  But it's been left behind.

The sexy part of the story?  You could a cheap stock in a great sector that I am almost sure needs to jump up a few points - maybe even five points - just to catch up with the rest of the industry!

Now, yes, TDG - swimming with debt.  We don't like a lot of debt on mad money.  Something like 20% of their revenues going forward are going to go to interest payments.  I don't like that in a stock, not one bit.

But TDG isn't on sale because it's indebted.  It's on sale because nobody knows about it and nobody cares about it.

Now, the stock's been on the market for little while - a month.  Now that it's seasoned, I think that both credit Suisse and Lehman, who took it public, are going to get behind the stock in a big way.

I think initiations here should mean money in your pocket if you buy TDG ahead of them.

The bottom line!:  I think you get in TDG as soon as you've done your homework.  You have to be in there before the investment bankers beat you to the punch"
"On this 'house of pain' day, we've got to try to find some stuff that doesn't move with the averages, because, man, the averages just stink out loud.

So, think about this.  A month ago credit Suisse and Lehman bros. Took a little co. called Transdigm (TDG) public.

TDG makes cockpit security equipment, valves, solenoids, manifolds and other aircraft parts.

For the last month, it has absolutely languished. Clear - nothing.  Ever since it became public.

At the same time, Boeing (BA.), the beacon of the group has gone up five points, just since TDG became public, continuing a remarkable winning streak of 12 points since January.

The whole aerospace industry has done a big upward pull in the last month, but not TDG.

And yet, TDG, which makes parts for new jets, and sells parts in the aftermarket, should be participating, even as it's done nothing.

You know, it just doesn't make any sense for the whole aerospace patch to be moving up, but leaving little TDG behind.

Half of what a stock does is about sectors.  You get a sector right, you get the neighborhood right, and you should be making good money, even in the fix-up houses.  And this sector is en Fuego!  Buy, buy, buy!

When something like this happens, when the market just doesn't make any sense at all, you've got to make opportunity to try to make money.

Not only is TDG just way too cheap here, it's easy for you to see that it's too cheap.  It's not hard to understand that it's sector has taken off without it.

That creates a terrific price disparity that will not last!

TDG is coming up.  I think you should get on board before that happens.

Maybe it pays to think about aerospace this way:  Boeing is the whale; it's got a lot of different businesses going on inside it.

TDG is the minnow.  It's little and it's specialized.  I like that at this stage.  When the whale does well, TDG does well.

You can think of this as Boeing being a shark, and TDG being the little remora - the thing that feeds off the shark.

At this point in the cycle, you absolutely have to be looking at TDG.  Because, now that Boeing has made you the money, it can pay to invest in a little specialized player like this one.

Boeing gets the orders, starts to build the planes, and places orders itself with TDG!

In the last few days, we have had just one seriously crummy market.  I mean, it has been the proverbial 'house of pain,' and it doesn't show any signs of ending.

The only stock that has held up;  the only general that is leading anything; is Boeing, because it's high oil that is strangling everything.  The only way you beat high oil is by building newer, lighter planes with lower fuel costs.  It makes sense, doesn't it?

Boeing isn't the only stock that can make you money off of this.  I think you've gotta  look at TDG too.

Here's what should interest you:  aerospace is on fire, except for TDG!  For no good reason the stock has done nothing.

This is an aerospace stock, and a hot one at that.  In the last fiscal year, they doubled their earnings!  But it's been left behind.

The sexy part of the story?  You could a cheap stock in a great sector that I am almost sure needs to jump up a few points - maybe even five points - just to catch up with the rest of the industry!

Now, yes, TDG - swimming with debt.  We don't like a lot of debt on mad money.  Something like 20% of their revenues going forward are going to go to interest payments.  I don't like that in a stock, not one bit.

But TDG isn't on sale because it's indebted.  It's on sale because nobody knows about it and nobody cares about it.

Now, the stock's been on the market for little while - a month.  Now that it's seasoned, I think that both credit Suisse and Lehman, who took it public, are going to get behind the stock in a big way.

I think initiations here should mean money in your pocket if you buy TDG ahead of them.

The bottom line!:  I think you get in TDG as soon as you've done your homework.  You have to be in there before the investment bankers beat you to the punch."           

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