TGI (TRIUMPH GROUP INC)
"I said it before and I'll say it again. There are four sectors right now that I think should consistently make you money!
Minerals and materials, Infrastructure, Hydrocarbon and Aerospace.
I gave you the GBB and AES. And, if you ever watched the show, you already know that I think the best way to play the oils is with the Halliburton (HAL), or the French counterpart, Schlumberger (SLB).
Now, I want to give you some aerospace exposure because, again, these are bull markets that are working. Don't expect anything else to work, other than these!
Don't go buy some tech - maybe some Broadcom (BRCM), and whine that the stock is already undervalued, because it just keeps going lower!
Tech isn't working right now - MICA is working.
Aerospace is an interesting game; the bull market here is not letting up, but it's becoming increasingly clear that aerospace is becoming a battleground!
Both Boeing (BA), which I sadly declared victory in 10 points ago, and sold for my charitable trust - and Airbus - are in it to win! But it's not worth betting on either player. ..." continued on page 2
"I said it before and I'll say it again. There are four sectors right now that I think should consistently make you money!
Minerals and materials, Infrastructure, Hydrocarbon and Aerospace.
I gave you the GBB and AES. And, if you ever watched the show, you already know that I think the best way to play the oils is with the Halliburton (HAL), or the French counterpart, Schlumberger (SLB).
Now, I want to give you some aerospace exposure because, again, these are bull markets that are working. Don't expect anything else to work, other than these!
Don't go buy some tech - maybe some Broadcom (BRCM), and whine that the stock is already undervalued, because it just keeps going lower!
Tech isn't working right now - MICA is working.
Aerospace is an interesting game; the bull market here is not letting up, but it's becoming increasingly clear that aerospace is becoming a battleground!
Both Boeing (BA), which I sadly declared victory in 10 points ago, and sold for my charitable trust - and Airbus - are in it to win! But it's not worth betting on either player. ..." continued on page 2
