• Axon Enterprise Inc. (AXON)
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• Curtiss-Wright Corporation (CW)
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• Comfort Systems USA Inc. (FIX)
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• Construction Partners Inc. (ROAD)
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• Sterling Infrastructure Inc. (STRL)
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• IES Holdings Inc. (IESC)
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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• Trane Technologies plc (TT)
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• AeroVironment Inc. (AVAV)
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• Huntington Ingalls Industries Inc. (HII)
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• Curtiss-Wright Corporation (CW)
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Q: can tou please suggest a few US mid cap defense sector stocks or ETFs. Thanks

Upvote 3

Read Answer Asked by gary on September 03, 2024

• Curtiss-Wright Corporation (CW)
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Q: Hi 5i Team,

Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.

I appreciate that you don’t follow them but looking for an alternative to RTX and the like.

Derek

Upvote 0

Read Answer Asked by Derek on July 07, 2020