Reddit Posts
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
Epazz Sets Sights on $400B Market Opportunity with AI Smart Battery Technology
Honeywell’s stock rises after sales beat estimates on aerospace strength (NASDAQ:HON)
Drone Technology Usages Are Expanding as a Rapid Pace for Military Applications & Purposes
Covid bio/ ppp producers are hot. Heres a list LHDX, VRAX, APT, HON, MMM, KMB. Add more if you see more.
From Inflation to Recession: Part 2 - puts on industrials for generational wealth
2022-11-10 Wrinkle-brain Plays (Mathematically derived options plays)
FOXCONN - FIT(Foxconn Interconnect Technology) HON TENG and the "still" unclear intentions.
3M is undervalued and offers a great dividend
3M is undervalued and offers a good dividend (for longer term holders)
Did ya know that increasing short interest can actually be bullish for a stonk?? Well “HON”
Quantum Computing: Is it a good time to invest?
Honeywell Quantum Solutions And Cambridge Quantum Complete Business Combination To Form World's Largest, Most Advanced Standalone Quantum Co
$ORGN, $HON Honeywell demonstrates commercially viable way of turning plastic back into oil. With Origin Material's tech, wood waste can make plastic, which can be turned into oil. In other words, RENEWABLE CARBON-NEUTRAL OIL.
Picking options for risky earnings plays
Benefactors of the Infrastructure Deal - $CAT $CX $HON $KKR $X
Honeywell Quantum Solutions And Cambridge Quantum Computing Will Combine To Form World's Largest, Most Advanced Quantum Business
The Bear of all Bears thinks $GE is a buy and will outperform the market... even weirder... they say it’s a buy over $HON... maybe my YOLOs are no longer YOLOs, but prophecy
Primer on analyzing stocks? Most important metrics? I usually check earnings, pe, etc. Then various articles, sentiment, etc.
Here is a Market Recap for today Tuesday, April 6, 2021
Here is a Market Recap for today Tuesday, April 6, 2021
Mentions
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.
They already spun off SOLS - the remainder will be split early next year. The interesting aspect was that I thought HON would take a bigger hit but it did not - suggesting some price movement has already been figured in.
They already spun-off SOLS and had a slight impact on share price. I was actually expecting a decrease to the $170 range and it did not happen. The aerospace division is the gem. I have been long-time holder of HON and am very happy.
All that matters is that I got my Hobonichi Techo HON planner.
Some people will hate my strategy but it works for me as I retired early 12 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck
Blue Water who makes drone warships isn’t publicly traded yet. They are close to production. Saildrone isn’t publicly traded either and they just bolted on Lockheed's JAGM Quad Launcher missile system and anti-ship missiles to make a drone warship. I guess this will be a suppler and support play for the next few years with my war money. TXT anti mine systems, RTX radar systems, OII maintenance, HON navigation and defense systems, LHX automated payload systems, NVDA, well they are in everything, VSAT satcoms, OUST LiDAR systems, CAT Diesel engines that can run a long time without humans. No huge plays, but they shouldn’t crash hard because of the tremendous build up in the coming years, if we are in a so called bubble. Who knows.
HON you absolute piece of shit
**Overhyped but garbage Quantum stocks**: * IonQ * Rigetti * D\_Wave **Quantum stocks with real potential:** * $GOOG * $IBM * $MSFT * Infleqtion ($CCCX) * Quantinuum ($HON, i.e., Honeywell) * PsiQuantum *All of the good ones are challenging to invest in as quantum pureplay (except $CCCX which has real revenue and already received millions in US DoD funding).*
I have been on the HON Capital side for close to 13 years. AM (Solstice) has been the cash cow for HON for the last almost 2 decades. Now we'll be able to focus Capital on our existing assets, with good sales volumes and expand our capacities for sold out units and start looking at major expansions in other lines that have have been on the up and up but restricted. Then when we've settled we can start to look at M&As and other opportunities. Morale is super high across the board, we were one of the last conglomerates and overdue for a change. Darius's and now Vimal's focus on making HON a Software company was really hampering AM. The Solstice AM split and upcoming AERO split is a win, win, win for all 3 companies. HON just acquired LNG, Sundyne, and Johnson Matthey to increase its Process Technology portfolio with full spectrum support in upstream, process, and high value catalysts. Aero is Aero and they have over 100 years of reputable industry experience and one of the largest market shares in that space. All 3 companies are going to be set up to succeed. I'll be making the move to Solstice and putting whatever I can in that stock but still keeping my HON portfolio.
I personally avoid commodity chemical companies, preferring to stay in the specialty segment. I have ASH on my watch list - price range is stabilized - seeing a small uptick but have not pulled trigger. I am also watching and waiting for DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am also a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs. First spin-off yesterday SOLS - will be watching intently. Totally amazed HON stock price did not take a hit.
It is 1 SOLS share for every FOUR shares of HON. Not 1:1 From HON letter to shareholders: "When the distribution occurs, each Honeywell shareowner will receive one share of Solstice common stock for every four shares of Honeywell common stock held by such shareowner as of the close of business on October 17, 2025, the record date for the distribution. Those shares are expected to trade on Nasdaq under the ticker symbol “SOLS,” and the spin-off is expected to be tax-free to Honeywell shareowners for U.S. federal income tax purposes (other than any cash that Honeywell shareowners receive in lieu of fractional shares)."
"Are you adding to your AI plays, staying diversified, or just waiting for a pullback before doing anything?" There are names that I like long-term where I have a cost basis that's much lower. I have gradually trimmed some, might trim some more if they go materially higher but will get to a comfortable level where I'll keep the rest. There are some small/smaller positions that have ramped in recent months where I have sold because they've gone up considerably and I have no plans near these levels to add further. The money has been re-deployed to various real asset names, things that I thought were more out of favor than they should be (ISRG an example recently, which then had solid earnings shortly after) and other situations (HON, which I don't think will have GE-esque success after the upcoming spin-offs, but I do think that there's upside over the next year as the company breaks itself up.) I have materially less tech exposure than I did a couple years ago but still a good deal of "ai-adjacent" power/industrial names (which have continued to be a better place to be than a fair amount of tech.) In early 2024, I decided to focus more on "where the money is being spent" than "who is spending the money" and that's worked out. I've found some moderately good opportunities lately in what's not done as well this year/been out of favor. There's a lot that's popular that I'd add to/add back, but not unless it pulled back significantly. It's been a good year and 2022/early 2025 where people gave a lot of gains back weren't that long ago. I'm never going to be a person to go heavily/completely to cash, but there are times when I'll dial risk down, change the playbook with part of my portfolio, etc.
I am in the US, but I started investing in HON dividend re-investment program in the mid-1990 as a work colleague talked incessantly about HON over lunch. Not knowing anything about the stock market, I started investing $100/ month and then about 5 years later changed to $500/quarter and occasionally extra money over the years. Two spin-offs sold and re-invested money back into HON. Today, it is my largest individual holding (nearing 7 figures) having only sold once (100 shares) during Covid to re-model our kitchen. When HON spin-off its three divisions over the next year, I will have some decisions to make, but overall very happen with return. [](/commentstats/t1_n89dy5m)[](/commentstats/t1_n89dy5m)
**Quantum stocks with real potential:** * $GOOG * $IBM * $MSFT * Infleqtion ($CCCX) * Quantinuum ($HON) * PsiQuantum *All of the above are challenging to invest in as quantum pureplay (except $CCCX which has real revenue and already received millions in US DoD funding).* **Overhyped but garbage Quantum stocks**: * IonQ * Rigetti * D\_Wave *These will take a decade before their revenue can justify today's valuation*
Idk bout yall….. But I threw $100 for shares, and $40 of free money from the $HON split into calls. Made $250 all together while waking up from sleeping in Japan.
**Quantum stocks with real potential:** * $GOOG * $IBM * $MSFT * Infleqtion ($CCCX) * Quantinuum ($HON) * PsiQuantum *All of the above are challenging to invest in as quantum pureplay (except $CCCX which has real revenue and already received millions in US DoD funding).* **Overhyped but garbage Quantum stocks**: * IonQ * Rigetti * D\_Wave *These will take a decade before their revenue can justify today's valuation*
## Today's Position Management: - Closed HON calls for solid profit. - Holding TSLA SAP LRCX cuz IV crush, give 'em a few days to be profitable. - Regarding IBM... yea beats everything and falls (?!) at any rate, at the open I added a closer-strike call, as I've observed that when strong companies have an unsupported drop like this, they bounce fast. - Indeed, the new strike put the entire position into profit today. - I do not consider this DCA, because it's a closer strike, and is based on expected bounce dynamics. - For the record I consider DCA to be regarded... ## Today's New Positions for Tomorrow - Calls on BKR CCI GD INTC NEM
I longed HON mostly because im a sucker for splitting apart stories, but this +7% on good earnings is nice too
These report tomorrow at open🐂 AAL 🐻 DOW 🐂 HON
**Quantum stocks with real potential:** * $GOOG * $IBM * $MSFT * Infleqtion ($CCCX) * Quantinuum ($HON) * PsiQuantum *All of the above are challenging to invest in as quantum pureplay (except $CCCX which has real revenue and already received millions in US DoD funding).* **Overhyped but garbage Quantum stocks**: * IonQ * Rigetti * D-Wave *These will take a decade before their revenue can justify today's valuation*
**Quantum stocks with real potential:** * $GOOG: [https://quantumai.google/](https://quantumai.google/) * $IBM: [https://www.ibm.com/quantum](https://www.ibm.com/quantum) * $MSFT: [https://quantum.microsoft.com/](https://quantum.microsoft.com/) \+ Atom Computing * Infleqtion ($CCCX): [https://infleqtion.com/](https://infleqtion.com/) * Quantinuum ($HON): [https://www.honeywell.com/us/en/company/quantum](https://www.honeywell.com/us/en/company/quantum) * PsiQuantum: [https://www.psiquantum.com/](https://www.psiquantum.com/) *All of the above are challenging to invest in as quantum pureplay (except $CCCX which has real revenue and already received millions in US DoD funding).* **Garbage Quantum stocks** (will take a decade before their revenue can justify today's valuation): * IonQ * Rigetti * D-Wave
CC is interesting only if we have a significant housing booster as TiO2 demand will rise. I have been in them in the past, but just do not see it today. I am watching and waiting DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs.
https://preview.redd.it/vc3muecglbwf1.jpeg?width=1179&format=pjpg&auto=webp&s=8c85118fded2785c1845e77b5d9cc0cec2b6cb1c HON leaps/few shares, looks sexy for the next 5 years ngl
NGL HON is looking juicy for the next 2 years post split. Shares/leaps lookin good
Five largest positions by weight are AMD (+106%), MSFT (+96%), PANW (+53%), JPM (+186%), and V (+103%). Stocks I somewhat recently initiated small positions in include BA, NKE, and ISRG. What I am interested to watch are how my shares Of DD and HON perform once both companies split out their subsidiaries into publicly traded companies.
Any thoughts about the HON split today? Don't see much discussion about it here.
does anyone have any thought on HON? spin-offs coming and company is doing well but the stock is shite
HON is a piece of shit but will eventually moon on the corporate spinouts
Thoughts on HON splitting of SOLS at the end of the month? Good time to invest?
My Galaxy brain HON play is not working out well. Pain.
Is this a sign too all in on $HON?
HON - been investing via it DRIP program since the late 1990's, by far my largest individual holding having have sold 100 shares once during Covid to re-model out kitchen.
It will never not be funny that the DOW replaced RTX with HON - its gone o where in four years
Avoiding quantum entirely is my bet. If you to bet on quantum bet but dont want the risk associated with. these cash burning dilution machines bet on companies with multiple revenue streams but also a hand in quantum.. like IBM, MSFT, AMZN, GOOG, HON, BABA. These companies have the cash flow to support the decades of research needed before the posaibility of commercializing this technology.
Sure, but it can’t be because of HON. In your situation I can understand the pick even if I would just choose a broad ETF instead.
Interesting, I wonder what will happen to my 2027 HON leaps? I'm super optimistic about Honeywell and their future - their quantum division (Quantinuum) has been a part I've wanted to directly invest in for while, I'm curious where that will go.
Not really familiar with HON but the chart doesn’t look like a money maker? If you invested five years ago you have gained 28% and then we’ve had a major war in Europe for a couple of years…
[HON ](https://aerospace.honeywell.com/us/en/industry/urban-air-mobility)and you get the benefit of a diversified corporation that is already supplying the military.
They’re loosing so much money & their vehicles are not built so well. Auto companies are usually bad investments For your grandma-buy V (Visa) J (Jacobs) HON-& WELLs Fargo-&Reinvest Dividends
Some people with hate my strategy but it works for me as I retired early 11.5 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses ~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck
and HON is a stable stock
Some people with hate my strategy but it works for me as I retired early 11.5 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck
Calls on CDRE, HON, DD. All are in the body armor and personal protection space. We can't stop gun violence, so we better invest in protection. Did you know they make bulletproof vests in kids' sizes? I know this now. [https://www.221btactical.com/products/guardian-angel-bulletproof-vest-for-kids?srsltid=AfmBOoomWKW4JHwFNF6Pp-vMK\_g4p6R0hZkfgMVFv-gZFpNVDrCA0KBM](https://www.221btactical.com/products/guardian-angel-bulletproof-vest-for-kids?srsltid=AfmBOoomWKW4JHwFNF6Pp-vMK_g4p6R0hZkfgMVFv-gZFpNVDrCA0KBM)
I only purchased INTC below $19 as their assets in the ground justifies the investment. I have a lot of long term holds like GE and its spin offs, LLY, BRK, META and HON. I like HON the most because I still believe (like GE) the parts are worth more than the hold. The important thing to know is to establish your entry price and have an exit strategy for both upside and control downside risks (do not become a bagholder).
I have that HON for this reason
Good angle , HON splitting up could unlock real value, just like GE did.
GE and GEV, brought a ton of GE @$6 pre reverse slit as I always thought parts were worth more. See the same thing happening to HON next year.
I have been accumulating HON since late 1990's via their dividend reinvestment program initially investing $100/monthh then switch to $500/quarter added additional cash when available and sold spin-off and reinvested back into parent. Today, it is by far my largest individual holding.
bro — spy, voo You play options in your Roth IRA are you insane? I have nothing but HON bc I want that 3 way spin off
KTOS ASTS RKLB LEU CCJ HON (3 way spinoff + quantum tech) AMD (inference; 2028) LUMN JOBY (intel’s largest holding) Teradyne (don’t underestimate the potential demand for robotics and automation)
!banbet HON to 230 before 04 Sept 2025
I got 1DTE calls on BA , CAT , FDX , UPS , HON , LMT , GE. I'm very diversified
CAT, CMI, HON, who knows
HON couldn't do this yesterday? small chance it's the buffett stock btw
I vote HON with the upcoming split. Looking what happened with GE stock $ post split
HON The company will be splitting into 3 separate companies in the next few years. If it is anything like GE after the split, each company will perform very well as it allows the companies to focus on their own areas of expertise. Looking at the numbers, it has a healthy balance sheet, consistently outperforms earnings expectations, and a relatively healthy profit margin of 15% The PE is a bit high for me typically at 24, but I think after the split this will be a great value investment.
HON HON HON OUI OUI to you too🧀🥖🚬 (I'm just fuckin with ya, have a good one)
HON is a little pricey right now. don’t think so
We know it’s industrial. DE, CAT, HON, GE
It's gotta be something stable like HON or CAT or DE. Things that have been hammered by tariffs, opportunities that are slowly recovering. Or, he's just going to say fuck it, and go nuts deep in something like RKLB.
UPS, ETN, or HON you heard it here first
into HON. consumer & industrials getting a bid.
I started investing in HON dividend re-investment program in the mid-1990 as a work colleague talked incessantly about HON over lunch. Not knowing anything about the stock market, I started investing $100/ month and then about 5 years later changed to $500/quarter and occasionally extra money over the years. Today, it is my largest individual holding (nearing 7 figures) having only sold once (100 shares) during Covid to re-model our kitchen.
HON stock too low imo
Currently I own, not unicorn stocks, but fairly safe solid returns imo, mixed with some risk (goog) 3 main stocks for me -goog (great company and I feel the antitrust stuff will not destroy them- YouTube alone I’d value at a trillion dollars in the era of AI training data, nothing else on the planet has as much new long form video training data, including private stuff that only YouTube has access to. Waymo I love, cloud, etc. genuinely, I love Google ngl -UNH- healthcare spending is going to continue to skyrocket, our population is getting older on average and we’re getting smarter = more advanced treatments and higher costs. Healthcare is in a super tricky spot where we’re stuck wasting money because as a society we can’t ever value one persons life over another, which means, if someone is dying, we will spend the 1million+ to save them, even if that same 1million would save 100 other people- because we can’t weigh life over life- convoluted way to say- I don’t think healthcare will in the next decades become much more efficient and costs will only rise, and UNH is in a great place to scrape some of those costs to it self. -HON- fairly priced, good company, well diversified, I love their aerospace and other divisions and think the splitting up of them will add significant value especially into eh aerospace division, I can see it alone reaching solidly 80b in valuation or higher, this is my risky play, don’t follow- but I own leaps on it, as they’re extremely low IV, and I’d be surprised if IV doesn’t go up noticeably during the split
Why did I say no to anet and lab and holding 50k of HON with -5k?
Same with HON IBM, BA,... They gotta crush it or else.
HON you were the chosen one
Not my only one. I brought META (FB) at $19, HON @$32, LLY @$60. I only have two speculative trade now INTC and MVST.
major holdings in order of conviction: googl airj - they make a more efficient AC system - in partnership with GEV and Carrier, they use proprietary sorbents materials to draw water out of air before cooling, making cooling much more efficient. they also can use the clean water drawn out this way. nvni PBR.A HON - I was very early to the nuclear space and have sold everything at this point. What people don't talk enough about is that the fuel supply chain for nuclear reactors is constricted at two points - conversion into UF6 gas, and then enrichment. LEU flew already on enrichment. I am out of that now, but the only operating conversion center is half owned by Honeywell. They are also going into a breakup, with automation, aerospace etc. That worked well for GE for example. ELV - big insider purchasing recently. similar thesis as UNH, but much less drama AGRO - tether people buying this up. maybe to tokenize it, maybe to mine crypto off the biofuels. baseline, it's a profitable agriculture business. I like the diversification it gives me, and it's a bonus if they do something spicy with it that works out or buy me out.
HON selling off after beat and raise. With the company looking to break up its business soon, I might look to buy here
There's been some really great spin offs of recent. I'm still a fan of AMTM, which I think spun off from J. NXT was spun off from FLEX. CARR was a spin off. I'm kind of excited for ABB to spin off their robotics and HON to break up as well. I think the HON one will be really interesting.
https://preview.redd.it/djhb7bjqunef1.jpeg?width=1179&format=pjpg&auto=webp&s=3f59fbc26a3f7e2afe0d5a2ea6d11f0bc946729c Ready for HON earnings too. Boring position tho just shares
Some people with hate my strategy but it works for me as I retired early 11.5 years ago and been living the good life. One of the most important things in investing (not gambling) is to have both a downside and upside strategy. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck
HON - avionic will boom as GE engine division exceeded expectations and with the plan break-up, it will boom like GE as its parts are worth more than the whole.
I like GEV, Google, IBM, HON and URI. I think that Intel, NEE, and Hasbro struggle a bit.
Nice quarter, little surprised it did not hold gains but $HON with its avionic sales should see similar.
Why would I mention HON when RCAT beat EVERY drone competitor out there for the SRR contract
Does HON have Trump connections like RCAT and UMAC? If not, then not worth the time.
Laughing - [same post ](https://www.reddit.com/r/stocks/comments/1lytr4p/drone_stocks_are_the_next_big_thing/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)from three days ago and still no mention of HON. Must be a desperate bag holders of one of the smaller players. I always laugh when I see these types of postings on drones and no one mentions [HON](https://aerospace.honeywell.com/us/en/industry/urban-air-mobility). At the current HON pricing and with the plan separation of business units. The aerospace unit should be a dominant player across all segments. Just think about the value GE delivered with their breakup.
i have choice words for whoever said HON to 260 by august
Gas turbine manufacturers / service providers seems to be the play (even though they're all trading pretty high on NTM EBITDA....) -- SEI, PUMP, GEV, CAT, RR-GB, HON, ENR-DE would seem to be the obvious picks