You are receiving this email because you signed up to receive our free e-letters, or you purchased a product or service from its publisher, Eagle Financial Publications. Four Dividend-paying Aviation Stocks to Purchase 01/19/2024 [Sponsored Content [Top stocks and sectors to buy now](]( Hedge Funds are Devouring These Stocks. Which stocks are major institutional investors, including hedge funds buying now? Get MarketBeat's list of 13 stocks Institutional investors are up as quickly as they can. [Download FREE here]( [Click Here...]([1pxtrans]( Four dividend-paying [aviation stocks]( to purchase present alternatives to Boeing (NYSE: BA) in the wake of its quality control problems most recently manifested by a Jan. 5 mid-air malfunction of a 737 MAX 9 when a door plug blew off the Alaska Airlines (NYSE: ALK) plane at 16,000 feet and forced an emergency landing in Portland, Oregon. Image of damaged Boeing 737 MAX 9 courtesy of the National Transportation Safety Board The four dividend-paying [aviation stocks]( to purchase offer exposure to an industry benefitting from rising demand for air travel and growing military aerospace needs. These four dividend-paying aviation stocks provide a flight path for investors to diversify their portfolios beyond technology stocks. In 2023, technology stocks rebounded strongly after a dismal 2022 when they averaged a drop of 33%. Buoyed by its concentration in technology stocks, NASDAQ jumped 43% in 2023 to mark its best performance since 2020. Former pension fund chairman Bob Carlson, who heads the [Retirement Watch]( investment newsletter, advocates diversification. He cautions that the past year's big winners such as technology often cannot repeat the success as investors rotate into other sectors. Bob Carlson, who heads [Retirement Watch]( answers questions from Paul Dykewicz. Four Aviation Stocks to Purchase: Curtiss-Wright As production rates at Airbus (OTCMKTS: EADSY) and Boeing improve, newer aircrafts generally are infusing an older global fleet industry-wide. Data from the International Air Transport Association, a trade group for the worldâs airlines, showed revenue per kilometers in 2023 rose significantly from 2019, but 2024 is more likely to be the year in which domestic and international air travel exceeds pre-pandemic levels. Curtiss-Wright Corp. (NYSE: CW), a commercial aerospace company headquartered in Davidson, North Carolina, supplies key equipment for Boeing and Airbus aircrafts. As a result, success at Curtiss-Wright is highly correlated to aircraft production rates. The Boeing 737 MAX is currently producing at a rate of 31 per month and are transitioning to 38 per month for 2024 and seeks to reach roughly 50 per month in 2025-2026. While the 50 per month is lower than the prior expectation of 57 per month, Boeing inked a partnership agreement with key supplier Spirit AeroSystems (NYSE:SPR) in late 2023, boosting the likelihood that it can reach and potentially exceed that target, wrote Louie DiPalma, an aerospace analyst with Chicago-based investment firm William Blair. "Coming out of the pandemic, the commercial aerospace segment has been performing very well and should continue with that trend," wrote DiPalma, who rates SPR as "outperform." Curtiss-Wright also is involved in the defense business. Heightened geopolitical tensions in Ukraine, Taiwan, and Israel should drive continued growth from the rearming of U.S. allies, DiPalma wrote. In late 2023, the Biden administration provided a $100 billion aid package to support Israel and Ukraine. That commitment, along with an increased defensive presence, should aid Curtiss-Wright, as funding increases spur heightened production of aviation, maritime and ground vehicles, DiPalma added. Since the Russia-Ukraine War began in February 2022, total defense revenue collected by CW has "grown quite well," DiPalma wrote. He forecast the company's defense revenue growth at 10% in 2023 and 6.5% in 2024. Curtiss-Wright also is displaying growth in its nuclear energy business, DiPalma continued. The Infrastructure Bill (IIJA) and Inflation Reduction Act included roughly $36 billion aggregate dollars to be spent in facilitating nuclear reactor life extension and maintenance activities, for which Curtiss-Wright directly provides services, he added. "We expect nuclear to be the largest source of growth for Curtiss-Wright over the next five years with construction in Eastern Europe over the next several years and the commercialization of small modular reactors (SMRs) by 2027-2028," DiPalma opined. Chart courtesy of [www.stockcharts.com]( Four Aviation Stocks to Purchase: Heico Hollywood, Florida-based Heico Corporation (NYSE: HEI), also rated as âoutperform by William Blair's DiPalma, announced on Jan. 16 that its Sunshine Avionics subsidiary entered an exclusive perpetual license and acquired key assets from Honeywell (NYSE: HON) to produce, sell and repair Boeing 737NG and Boeing 777 Cockpit Displays and Legacy Displays. Financial terms for the transaction were not disclosed, but Heico leaders said the acquisition would be accretive to earnings in the year after the transactionâs closing. Last October, VSE Corporation (NASDAQ: VSEC) established a similar licensing agreement with Honeywell for fuel control systems, with VSE paying $105 million for that transaction. The deals show Honeywellâs plan to divest aerospace assets and licenses to other partners like Heico. In addition, Heico is still in the process of integrating Wencor into its business, wrote DiPalma. In that deal, Heico paid $2.1 billion for Wencor. However, Heicoâs management previously had expressed an interest in reducing its debt and not focusing on acquisitions within its Flight Support Group, DiPalma wrote in a Jan. 16 research note. The valuation of Heicoâs shares that trade at 42 times forward year earnings is below its five-year average of 48 times but at a premium to its peers, DiPalma pointed out. âWe believe the premium to peers is warranted because of Heicoâs lower leverage relative to competitors, proven business model and high margins,â DiPalma wrote. âIn our view, the biggest risk to Heico shares is another COVID-like pandemic reducing demand for air travel.â Chart courtesy of [www.stockcharts.com]( [[This Simple Options Trade Wins 96% of the Time]( Do you know what happens when you concentrate on one single stock... and play options almost daily on it? It means you can make money 96% of the time. All you need is the right stock ([I reveal it here]( and you have the hottest option trading system on the planet. Even better: this system is so simple to trade, itâs push-button easy. Just ten minutes on any given trading day... and you have a 96% probability you will make money. [Click here now to see the most accurate and profitable trading system Iâve ever used.]( [Click Here...]( Four Dividend-paying Aviation Stocks to Purchase: Textron Textron Inc. (NYSE: TXT), of Providence Rhode Island, aims to offer innovative defense, government and aerospace technologies and services. With its focus on defending, protecting and supporting its customers, Textron earned a "buy" rating when Citigroup began to cover it last July. If a recession is thwarted, the potential upside of Textronâs stock at 15-20% during the next 12 months, said Michelle Connell, president and owner of Dallas-based [Portia Capital Management, LLC](. âGiven the current volatility and nervousness of the market, I would not take any position until specifics on earnings and some signaling on future orders is given,â Connell counseled. With Textron next reporting financial results on Jan. 24, the wait for such guidance will not be long. Michelle Connell heads [Portia Capital Management LLC](. Due to its mid-cap status, the stock has gained 11% during the past 12 months. Its mid-cap size did not allow it to participate in the large-cap rally, Connell told me. Textronâs debt-to-equity ratio is about .49. That manageable debt level is important with interest rates high and the possibility of a recession around the corner, Connell told me. During the past 10 years, Textron has generated an average $1.125 billion in cash flow each year. Another plus is that the stock was included in the Goldman Sachs (NYSE: GS) 2024 conviction list, with a 22% upside estimate, Connell continued. Chart courtesy of [www.stockcharts.com]( Four Dividend-paying Aviation Stocks to Purchase: General Dynamics Reston, Virginia-based General Dynamics (NYSE: GD) is an aerospace stock that DiPalma recommends with an "outperform" rating. The company's technology division has experienced bookings momentum over the past two quarters that should allow it to continue to notch solid growth despite the loss of a computer hardware system (CHS-6) contract with the U.S. Army last September, DiPalma wrote in a Jan. 11 research note. At the same time, the Gulfstream G700 certification slipped out of the fourth quarter and will pressure fourth-quarter earnings, he continued.  âIn our view, the G700 delay is related to timing rather than any quality concerns,â DiPalma wrote. âWe expect General Dynamicsâ shares to have a strong 2024 as supply chain constraints ease.â General Dynamics has more than 100,000 employees in 70-plus countries. A key business unit of General Dynamics is [Gulfstream Aerospace Corporation](, a manufacturer of business aircraft. Other segments of General Dynamics focus on heavy mobile military equipment such as Abrams tanks, Stryker fighting vehicles, ASCOD fighting vehicles like the Spanish PIZARRO and British AJAX, LAV-25 Light Armored Vehicles and Flyer-60 lightweight tactical vehicles. For the U.S. Navy and other allied armed forces, General Dynamics builds Virginia-class attack submarines, Columbia-class ballistic missile submarines, Arleigh Burke-class guided missile destroyers, Expeditionary Sea Base ships, fleet logistics ships, commercial cargo ships, aircraft and naval gun systems, Hydra-70 rockets, military radios and command and control systems. In addition, the company provides radio and optical telescopes, secure mobile phones, PIRANHA and PANDUR- wheeled armored vehicles and mobile bridge systems. Chart courtesy of [www.stockcharts.com]( Four Dividend-paying Aviation Stocks to Purchase: Duo Sees Opportunity A pair of proponents of aviation and aerospace stocks are Mark Skousen, PhD, and seasoned stock picker Jim Woods. The two-man team heads the [Fast Money Alert]( advisory service. They recently took a profit in their recommendation of Lockheed Martin (NYSE: LMT) in [Fast Money Alert](. LMT is a alternative way to invest in aviation and aerospace without the drama Boeing will be incurring in the months ahead as regulators look to identify the root cause of the in-flight Boeing 737 MAX 9 emergency and require manufacturing reforms to prevent any recurrence. Mark Skousen, a scion of Ben Franklin, meets with Paul Dykewicz. Jim Woods, a former U.S. Army paratrooper, co-heads [Fast Money Alert](. [[Ultra-Rich Love These Forecasts Outperforming the S&P](]( Since the late-1980s, VantagePoint has continually perfected its artificial intelligence to help you find market reversals (with up to 87.4% proven accuracy.) [Attend Our Live (free) A.I. Market Training >>]( [Click Here...]( Military Aviation Demand Soars Amid Wars The U.S. military faces an acute need to adopt innovation, to speed implementation of technological gains, to tap into the talents of people in various industries and to step-up collaboration with private industry and international partners to enhance effectiveness, U.S. Joint Chiefs of Staff Gen. Charles Q. Brown Jr. told attendees on Nov 16 at a national security conference. Prime examples of the need are raging wars in Ukraine and the Middle East, as well as a cold war involving China and its strained relationships with Taiwan and other Asian nations. The shocking Oct. 7 attack by Hamas on Israel triggered ongoing fighting in the Middle East, coupled with Russiaâs February 2022 invasion and continuing assault of neighboring Ukraine. Those brutal military conflicts show the fragility of peace when determined aggressors are willing to use any means to achieve their goals. To fend off such attacks, rapid and effective response is required. âThe Department of Defense is doing more than ever before to deter, defend, and, if necessary, defeat aggression,â Gen. Brown said at the national security conference held at Johns Hopkins University. A dramatic incident occurred when Russiaâs 360-foot-long Novocherkassk war ship was damaged on Dec. 26 by a Ukrainian attack on a Black Sea port in Crimea. [This video]( shows the ship exploding at the port when struck by aircraft-guided missiles. Chairman Joint Chiefs of Staff Gen. Charles Q. Brown, Jr.
Photo By: Benjamin Applebaum National security threats can require immediate action, Gen. Brown said he quickly learned since taking his post on Oct. 1. âWe may not have much warning when the next fight begins,â Gen. Brown said. âWe need to be ready.â In a pre-recorded speech, Michael R. Bloomberg, founder of Bloomberg LP, told the John Hopkins attendees of a critical need for collaboration between government and industry. âBuilding enduring technological advances for the U.S. military will help our service members and allies defend freedom across the globe,â Bloomberg remarked before the National Security Innovation Forum at the Johns Hopkins University Bloomberg Center. Michael Bloomberg, philanthropist and founder of Bloomberg L.P. The âhorrific terrorist attacksâ against Israel and civilians living there on Oct. 7 underscore the importance of that mission, Bloomberg added. The four dividend-paying aviation stocks to purchase provide alternative paths to profit than technology stocks that tend to rise and fall faster than other sectors. Sincerely, Paul Dykewicz, Editor
[DividendInvestor.com]( About Paul Dykewicz: Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of [StockInvestor.com]( and [DividendInvestor.com]( a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, "[Holy Smokes! Golden Guidance from Notre Dame's Championship Chaplain](", with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter [@PaulDykewicz](. mailto:CustomerService@EagleFinancialPublications.com About Us:
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