“From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI”
TDG is a compelling buy; underperformance despite strong fundamentals (double-digit organic growth, rising margins) creates an attractive valuation, supported by recent share buybacks.
the increase in Boeing's production rate. Both of those are risk factors for aerospace aftermarket businesses like TransDigm, GE, Heico and others. We think those stocks are increasingly attractive.
Their valuations have become more appealing as this year's gone on and those stocks have underperformed.