Q: Hi, What 's your opinion on Howmet Enterprises ? Is it a good stock to start a position in the Industrials - Aerospace sector and if so, does $55 ound reasonable ? How is the current valuation, debt and orderbook ? BTW - The ticker could be updated as HWM, in 5i database.

Thanks

Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.

Q: Aerospace & Defense sector - looking for 2 or 3 names - contractors or suppliers to sector for long-term growth, preferably by acquisitions - along the lines of CSU in IT. I have followed TDG for some time and price just keeps on rising - cannot seem to find fair buy price. Please advise target buy prices. Names suggested are on my watchlist - please add your favs and ranking.