Reddit Posts
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
I don't understand why a stock falls on positive results
Mentions
Why is HWM up on missed earnings? Not hating since i got 20% of my port on hwm
Howmet Aerospace (NYSE: HWM) reported record FY2025 results: $8.3B revenue (+11% YoY), GAAP EPS $3.71, and $1.9B cash from operations. Q4 revenue was $2.2B (+15% YoY) with GAAP EPS $0.92. The company repurchased $700M common stock in 2025, deployed ~$265M to reduce debt, and announced a ~$1.8B acquisition of CAM. FY2026 guidance targets ~10% revenue growth and improved profit and cash generation. Howmet Aerospace Executive Chairman and Chief Executive Officer John Plant said, "The Howmet team delivered an exceptional quarter to cap a strong 2025. Revenue growth accelerated in the fourth quarter 2025 to 15% year over year, reflecting healthy growth in the commercial aerospace, defense aerospace, and gas turbines markets.”
Thanks to whoever recommended AMTM and HWM in April 2025, I'm up 80% on the former. I'm also paying attention to Japanese politics now that I'm invested in something that's doubled in 2025.
You have short windows (minutes to hours) to close on good earnings: LLY, WWD, HWM, GE, PLTR; GOOG did jump 4% too for a min
No worries man. We've both got real life! I'll look into solar a bit more. I wrote it off prematurely, it seems. Lots happening around nuclear but I get that that's decades away. When you get a chance, mind walking me through why you think HWM is reasonably valued? I looked into it but maybe I'm missing something. PE 59, forward PE 49. PEG 2.4 according to NASDAQ. PS 10, PB 16. EPS and Rev growth in the last 5 years have been impressive. If it continues, maybe? How're you judging valuation on this one? Looking forward to the list Always appreciate these chats. Pretty rare on Reddit, at least for me
So sorry about not getting back to you earlier! BESS/Utility solar is not a fad and it's what the market misses. Utility is growing like crazy and basically is the most economical way to generate new energy, even without tax credits. I would suggest doing some research. It's pretty insane. HWM is a bit different, since they are more of the component maker of parts and tied to like all new aircrafts. Just more specialized here and I like the valuation. I've owned ANET for years, great company. I can get you a list of things later!
Nice king! Props to you for catching so many of these names so early I'll look more into HWM. Any particular insights or resources? Loved the fundamentals but not super familiar with the industry, and I'm concerned that they're being inflated short term because of the sudden rise in military/aerospace spending. Think it'll last? Will check out LMB. Hasn't popped up on my screener Not familiar with FLSR and those other names you paired with it so I'll check them out too.
Buy the HWM dip, thank me later
Talking about HWM on CNBC this morning, such a great stock.
Howmet Aerospace to Acquire Consolidated Aerospace Manufacturing from Stanley Black & Decker for approximately $1.8 Billion [https://www.stocktitan.net/news/HWM/howmet-aerospace-to-acquire-consolidated-aerospace-manufacturing-z97nw3my4s8j.html](https://www.stocktitan.net/news/HWM/howmet-aerospace-to-acquire-consolidated-aerospace-manufacturing-z97nw3my4s8j.html) **Howmet Aerospace (NYSE: HWM)** agreed to acquire Consolidated Aerospace Manufacturing (CAM) from Stanley Black & Decker for an **all-cash $1.8 billion** purchase price. Howmet expects CAM to generate **FY2026 revenue of $485–$495 million** with an **adjusted EBITDA margin above 20%** before synergies. The deal will receive favorable federal tax treatment, producing a significant tax benefit for Howmet. Combined synergies and the tax benefit are expected to yield a **FY2026 adjusted EBITDA transaction multiple of \~13x**. Closing is targeted in **first half of 2026**, subject to customary conditions and regulatory approvals.
HWM, bought it in early 2022 around $20, sold it a year later
What's interesting is how well stuff like ERJ and Airbus has been doing. Aerospace suppliers have also been a nice pocket of the market. Done well with HWM, CRS, ATI, TATT.
Dividends still crack me up. Got my $1.32 from HWM and reinvested. Lol.
Picked up some TDG recently on the selloff, HWM has shocked me with how strong its been last 2 years
thanks for the inspiration again - HWM, ATI, and CRS are monsters. if you leave out fundamentals, earnings etc what are your main screener settings for these growth stocks? i have tried to keep my settings quite simple with price above key moving averages accordingly and return 5y-10y +200% and market cap more than 20b
Just focus on buying good companies at good prices and you’ll done. It’s simple advice, but it really works. A ton of people investing do almost zero research on the stuff they buy. For example, aerospace has been in a really good place since Covid, due to a lot of back up demand. Almost no one you know would have said to buy things like HWM, ATI, or CRS. However these companies are killing it. For me, learning how to screen years ago changed the way I invest and research companies.
What is interesting is a lot of supplier in the aerospace market have been such great investments. ATI, CRS, and HWM have all been killing it.
Yeah, I post about these type of companies here a lot. I find them really interesting. Like PH is great, but I think there is better value/better investments in the space, however PH is still solid. I've moved a lot of position into aerospace the last 6months or so, since it's just been killing it and it's a great way to get out of tech. Like I'm better heavy in data center and electrification, but I've been there before the LLM's and explosive growth. So wanted to get some exposure out of those sectors and aerospace is rad. $CW is another really cool name, but it's more energy/naval/aerospace play. I love $OSIS which gets you some aerospace and just general defense. $ESE is kind of like $CW, but more focused on naval. $MLI is extremely boring, does like copper pipping, but is a set and forget type of investment. $APH is boring connectors company, but this more data center exposure, but still have business in things like aerospace. $ITT does like pump values and what not, with some aerospace. $HWM is another name that does like fasteners for planes. $MOG.A is another boring company that does like sensors for aerospace.
Buy HWM. Great company with a lot Going. Future growth is going up!
Bought RYCEY at $2.30 Bought BWXT at $106 Bought HWM at $33 Bought BW at $2.10 SMR and Defense are my standards. I let go of OKLO after getting in at $15. I pulled it out and bought more BWXT. I have mixed in stable companies such as Apple and Nvidia. Got burned with NIO, RIOT and a few other fads. Decided to settle on products that I feel will see investment. It’s not rocket science unless you work for BWXT or HWM in which case it is. Can’t go wrong with SMR and Defense.
But Robinhood (HOOD) and Howmet Aerospace (HWM)
HWM calls CI calls LLY calls RBLX calls CMG puts BUT I WILL GO FOR MO puts
That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers
I’ve been in HWM for a maybe 1 1/2 years I think now. If you put yourself in my shoes. Would you sell?
HWM- Howmet Aerospace. Anyone in? Politician bought.
I went from 13k to 57k this year trading ACHR, RKLB, HWM, RGTI in my 401k. Doesn’t matter the rate, im not getting that kinda return from a bank. However, if I had a large enough sum to capture enough monthly interest to pay for daycare and insurance, the interest rate would have to be about 15% and ide need 100k for that to happen. Maybe next lifetime
HWM. Bought it in the low $20s and sold it around $35
Might also fafo with VRT and HWM.
If I run a realized profit report there is a column called short term (realized) losses. That is now how I determine if I can expect a wash sale impacting my purchase. Does it disappear after 30 days? I haven’t gotten that far yet but I am holding a $200 loss from a short on HWM that I will watch to see if it disappears after 30 days.
As i mentioned in my other post, i’d invest NEW money of $10k to 1 qcom 2 baba 3 bidu 4 Acn 5 oil refineries psx cop and hal 6 beaten down pharmaceutical companies with limited amount 7 boring plumbing companies. Ferg JCI TT 8 insurance companies prg chubb 9 aerospace & in the air company : TDG HWM AXON 10 lly mrk pfe 3% limit
I’ve been swing trading all year, ended sept2024 with 13.5k. Ending this sept2025 with 45k. All I can do is long in my merrill self brokerage. It was all ACHR, MARA, RGTI, RKLB, HWM, LUNR and BE
I just put 20k into ACHR and 20k into MARA last Monday. BE has been on an absolute ath tear, it’s concerning though because for only having 2 production facilities and a huge backlog of not meeting those customers needs……… I wanna jump in but, I’m cool I made a decent amount off then last year. NTAP is my portfolio. HWM >$50RKLB JOBY RDW Loading up on LUNR
Insiders & congress members have been active in HWM a lot this year. It’s the key supplier for aerospace and military defense at the moment. Analysts are targeting the price at $225 if it breaks at $190-$193 range.
I don’t see anyone discussing Howmet Aerospace (HWM)…they manufacture Industrial Gas Turbines (IGTs) for power generation, including components like airfoils, disks, seamless rings, and complex forgings. These advanced parts, which include specialized coatings and hot isostatic pressing, are crucial for making next-generation IGTs more efficient and cleaner, supporting the increased demand for electricity from sources like AI data centers. Howmet is 1 of 2 components the world that make these company they’re already backlogged on multiple-million dollar orders for these specific parts due to the (current and accelerating) gigantic demand in the energy industry.
AAPL when the iPhone launched (2007) was a good one. AMGN. MSFT. NFLX. SE more recently (Jan 2024). SMNEY. HWM.
Never is the price… HWM is to be owned forever and accumulated on dips.
My calls are getting cooked, I have a leap in BSX, HWM, CVS and NEM
Solid fundamentals across the board. EPS growth + dividend hike + buyback in the same quarter that’s a strong signal from management. The commercial aerospace exposure is a double-edged sword though. It’s clearly driving revenue, but it also makes HWM sensitive to cycles, delays, and macro shocks in that sector. That said, raising full-year guidance in this environment shows real confidence. Not many companies are doing that right now. If you’re thinking long term, and you’re comfortable with some cyclical exposure, HWM looks like a reasonable bet especially if you can catch it on a dip.
HWM. Bought last year at $70 and sold for around $95 to buy more ASTS. I think I'll jump back in and hold this time.
HWM howmet aerospace crushed earnings and added dividend. Down 10%. Am I missing something?
Damn I miss Rolls Royce. I have HWM and will be getting more shares in RR in future until January, but haven't received them yet.
$HWM Earnings - Q2/2025 Revenue: $2.05B vs. $2.01B est. EPS: $1 vs. $0.87 est. Howmet Aerospace hits record revenue and profit in Q2 2025, raising full-year guidance. Strong aerospace growth, share repurchases, and debt reduction boost outlook for the rest of 2025. Dividend increased by 20% as cash flow remains robust.
Uber, Hood, HWM, Snow, BBAI, and a bittt of XRP (mainly bc of the current administration) have been my main 2025 positions so far. . . . Amazon and Google take up more than a third of the weighting in my accounts, though. I treat them more as the backbone holdings. (I think all the doom and gloom hype behind google will be largely forgotten by the market after a few more reports of mindblowingly impressive quarters). Im starting to get more into quicker small cap plays, also, since this is the current market for that type of volitility. Datacenters, drone technology, made a quick 3x on quantum computing. . . . Following Joseph Carlson, Couch Investor, and Market Beats (along with doing my own DD, obv) has been a bit of a blessing 👍😆
You are being simplistic... The largest companies of the S&P500 now represent a much higher percentage of the 500's market cap than before. The size distance between NVDA and the smallest S&P500 company is larger than ever before. The 500 still has a widely diverse range of companies but the largest have seen their market caps and stock price return grow at a much higher rate than smaller companies have. Since the beginning of the covid era, big, innovative companies have gotten much bigger. If you own SPY or VOO, your return has been largely dependent on technologically innovative companies, which includes the trillion dollar companies but also companies like NFLX, PLTR, HWM, VST, GE and others. Many companies in S&P500 have done poorly in the recent difficult times, but none of the current trillion dollar+ companies has had a losing five years.
I buy lucrative developing companies in aerospace and defense…….. My first year started with $3500, I’m in my 3rd year sitting on $35,000….. you may want to try doing some research on up and coming companies that have disruptive technologies that don’t have a lot of competitors. I can only buy and sell stocks with 50% of my 401k. The other 50% has to go into target funds. ACHR, LUNR, RKLB, HWM, BE, NTAP, RDW, CEVA have all given me very respectable returns. I’m limited to 30 trades per month. I swing these trades with a target of 4% upside and set tight stop losses. Yes, I’m gambling. But it’s winning
HWM, HEI - both major providers of MRO services for aircraft. Very lucrative.
Started buying 08/30/23. Last buy was 01/31/25. Sold all shares with losses 06/12/25 (tax loss harvest, avg loss 8.6%). Put the proceeds into HWM, QQQM and SWVXX. Kept all positive shares. Remaining shares have gain of 29.85%. Can't sell again until 07/12/25.
ERJ, HWM - check out 1 & 5 yr chart.
RKLB - my home speculative plays CRS/HWM - Aerospace names. There is a big back log of planes and jets. OPXS/EPS/MOG.A/TTMI - Defense Names FIX/IESC/STRL - AI/Data Center/Electrification plays AGX/NXT - Solar/Utility plays. These companies should have some good tail winds for the next 3-5 years.
Still think a lot of the suppliers are better than owning the manufactures. ATI/CRS/HWM have all been killing it. I'd also personally rather own ERJ than BA. [https://finviz.com/quote.ashx?t=ERJ&p=d](https://finviz.com/quote.ashx?t=ERJ&p=d)
Yeah, TATT is more just aerospace company, but seeing a lot of growth because of the demand/backlog of planes and jets. It's something not talk about too much, but there is a high demand for jets/planes. A few months ago, went pretty heavy into some of the names in the space and defense area. Found a lot of really cool small defense names. However, a ton of them when on runs, but stuff like ATI/CRS are fantastic companies that don't get talked about much. ERJ is a Brazilian jet company that has been killing it. HWM is another amazing company. On the space/defense stuff. MOG.A is another really interesting name in the space. TTMI and OSIS are some other interesting names. Always do your DD before buying anything, but man, aerospace has been a great sector of recent.
In December I was looking for stock tickers and I searched hawk-tua, (yes that one🤤) and HWM came up, Howmet Aerospace. I’m up about 55%.
I’ve really enjoyed digging into some of the names. Like MOG.A is a really cool company. It’s kind of wild how much some drone names have run recently. There’s even like ATI/CRS that do metal fabrication and HWM that fasteners.
HWM. Just been slowly rising the last 5 years
Market has pretty much broken even YTD and I’m up a little over 4%. I would say mostly because I got in at a lower price on some stocks on my watchlist that are now up - APP, NOW, HWM among others
oh wow! an HWM post! I bought some leaps last september on HWM on a whim! It's been my best performing trade of all time(% wise, not $)
haha I have one of these too.. HWM. I have no clue what they do or how I got them but its up 900%. I feel like if I research them it'll go down so I'm just gonna let it ride.
I'm up 35% YTD. Biggest winners are PM, HWM, APH and WRB which are 4 out of my 7 stock portfolio.
A lot of these charts look so fake and gay Like what is this HWM chart as a random example The daily literally makes it look like selling was banned, punishable by execution
I was talking to someone here the other day about how defense/aerospace is still a strong pocket. From HWM earnings: [https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf](https://www.howmet.com/wp-content/uploads/sites/3/2025/05/Howmet-Aerospace-2025-Q1-Earnings-Presentation.pdf) Slide 5, that segment is up 19% YoY and 9% QoQ. Also on Slide 7, calls out Industrial Gas Turbine as a growth driver. Which aligns with GEV. Also should be good for KBR and POWL. ATI [https://s27.q4cdn.com/226628310/files/doc\_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf](https://s27.q4cdn.com/226628310/files/doc_financials/2025/q1/ATI-1Q25-Earnings-Call-Slides-FINAL.pdf) Slide 3 Seeing solid growth in Jet Engine and Defense.
Sorry for the wait, was the gym. Highest conviction names would be like ATI, CRS, MOG.A, HWM, TATT, ISSC Always do your own DD before buying anything, but these are some interesting names to look into.
Meta and MSFT smashed earnings? Plus a bunch of other smaller names did very well... HWM, RBLX, PWR, etc
HWM has earnings and almost always jumps after, im going in on calls fuck it
HWM I ended up with because of owning Alcoa.
I’m buying government contractors like LMT, HII, HWM, PLTR, and AXON. They have stable recession-proof revenue. As great as it would be it’s unlikely DOGE will force any serious reform of pentagon spending. It’s probably run its course by this point. For better or worse it’s very unlikely that the government is going to stop spending less on guns and bombs.
HWM TO DECLARE BANKRUPTCY IF TARIFFS NOT LISTED 
Growth? Growth is being cut across the board. But defense stocks. The big ones are going to do very well in the next 5-10 years as the world continues to edge closer to conflict. GD, NOC, HWM, AXON, CW, ERJ. Throw in some international ones too cause it ain’t just America that’s increasing their defense budget. BAESY looks to be the big winner, but I’m sure there are more.
Aerospace industry HWM, BA, ACHR, JOBY, RKLB, GD
I’m selling a little AMZN and probably a little HWM to buy some ACHR, RKLB, LUNR
Sorry for taking so long to get back to you, just was waiting to work today, since it would be easier to type the response lol. Yeah CTLP is really interesting. Seems pretty expensive, but the growth is at least there right now, plus there was some insider buying, which is a good sign. Yeah, I think with the electrical names, it's possible that some of the performance just got pulled ahead as investors were so bullish, but I think long term, the trend makes sense. Just could be some pain in the short to mid term. Yeah, I mentioned ITRI a bit ago. Held and sold, just for some reason, the stock like never moves much. Something similar to like ESE. Was a name I liked and held, didn't do anything, then one earnings report pumped the stock like 30% lol. It's crazy how those low volume names can just run sometimes. I kind of dig them. AYI was one I was kicking myself for not buying. I did a ton more research into like industrial and electrical plays like a few years, when the IRA and infrastructure bills where getting passed. The fundamentals just looked so cheap when I was posting about them and they seem like a well ran solid company. I got lucky with CRS, I bought some like last week before it poped the other day. Personally I love companies that do things in multiple industries. Like they do medical/aerospace/defense vs like ATI is more aerospace/defense. Yeah, HWM was another one of those names that was on my watchlist and just watched it pop like 30% after an earnings report. I got some back in like the 100s and been happy with the company so far. Does feel like aerospace is a good bull market right now. I had a position in WWD, but moved out of it after like 30% gain. Just was happy with the gains and don't want to get too over exposed again, so trying to keep my aerospace names limited. Yeah SRAD is another great GARPY name. It's cool that MLB bought a stake in the company and I feel like the sports betting is just gaining more momentum. I'm always conflicted with it, since I think gambling is fine, but some of the stuff is getting out of hand. Like you can't watch any sports content without an ad or some pushing some odds.
Regarding the part before the dot, I understand the logic, it does make sense. I have already told you; I never tried to disprove the strategy overall. How did I figure that value investing is the way to go? Because it has always been that. If collages had INVEST 101, they would teach valuations. It's common knowledge that it is important. I am not a swimmer, but to swim well I know I have to warm up my body and stretch my muscles beforehand. I know because I saw some people do it, I heard some people say it, and it aligns with the way I view the world (sports, biology). Since you say you cannot prove to me that it works, can I assume you just started using this strategy? Maybe you have been using it, but you cannot share the numerical data with me? I'd just take your word for it that it works. Did you use different strategies, or are you this late to investing/trading overall? "Do you? If you don't at least allow that it's *likely (to beat the market),* then I've got nothing else for you." No I do not see that. I want to examine your strategy further. How long does a company have to run up for you to get in? Or is it not as strict, and if you open the 6m or 1y chart, and if it has a 40% angle to it without too many spikes, you are in? Let's examine some of your picks. IBG - uptrend with minimal volatility since Nov 2023. Let's see your potential entry points. Anywhere before October 2024, no, the chart does not look appealing to you. The momentum just started building, but it also had a 10% correction just recently (which might indicate a weak momentum). November - you see that the momentum is getting stronger. Now it's just pure timing and luck that decides if you close the trade at a break even or at a loss. During this uptrend it had 2 corrections (-10%) and we can see that the steeper the uptrend is, the faster the correction occurs. With this naive logic does it not seem about time for another one? Run, -10%, run, -10%, run, ? HWM 2 corrections too. Just take a look at the charts and really think about it, if you saw the chart in the past, at what point would you have entered? (for sure not right after the first correction, you'd wait until the momentum resumes) I see this: 2/5 wins, 1 flat 2 loses. Only 2 out of your 5 stocks ran up without facing the condition that would stop you out. Factor 1: So even if you are trying to choose the stocks with a smooth uptrend, it is hard to find them perfectly smooth. I remember you somewhat consider the companies and apply some other filters too. Each correction creates a 3-6 month span that forbids you from holding the position. During this span you are either unlucky to enter before the correction (flat / loss) or you cannot enter for some time after the correction because there is a chance that the momentum is broken. Factor 2: the more / faster a stock is rising, the more correction is due. This is common knowledge too, and it can be seen in the history of your stocks. You might want to argue even if 2 wins and 2 loses, the wins are likely to cover up for the losses (because momentum). Factor B.1: you exit with a tsl, so even if the momentum is huge, you will not get all of it. Factor B.2: if each time you pick 5 (all of them at the same time) and only 2 of them are stable winners, the way you cycle your losing positions, 1 winning position might have to cover up for 2 or more losing positions. I see a game of chances. ! At which one can still make better or worse decisions increasing or decreasing their odds. I do see that in this game, the chances are generally in favor of the player. However, this still does not show me how it beats the s&p500. There is an argument to be made that right now is the best time for strategies like yours too, and the vision of beating the market like this is still not clear to me.
Hi, I said in the post I'd put a 10% trailing stop on irl, so I'll try to mimic that here, paper trading. I do options too: LEAPS Calls at 80-delta as stock substitutes, for less capital tied up. Then selling 7DTE or so CCs at about 30-delta. 50% take-profit on the short Calls. Otherwise roll up and out to try to get back to about 30-delta. I'll get into HWM and IBKR as I can (or whatever the current picks are at that time). Thanks for playing along. For the long LEAPS, I haven't had to (gotten to) do much with them yet, but just today I sold a WMT Jan2026 73.33 Call that had more than doubled, and bought a 20Mar26 87.5C at 81-delta to replace it. I pocketed $11xx out of that and put it into a HOOD Diagonal. Not enough available cash to buy an 80-delta LEAPS Call, so I bought 4Apr52C. Sold a 3DTE 63C against it (breaking my rule to be at least 1w out). Also for long Calls, I'll typically sell them if they've lost 50%. But sometimes earlier if the trend of the chart has changed. The HOOD position was to put my money (as it becomes freed up) where my mouth is: I now have positions in WMT (from before this post), and FOXA and HOOD (put on today).
Some nice price upgrades on HWM and PLMR today.
Of course. More money makes more money! I’m conflicted right now on this subject. I’m up 30-40% on LUNR, ACHR and 20% on HWM and Amazon. Do I sell the % gains Ive made and reinvest it into some more disruptive technologies? Hell no! I could lose that money! Right? Or could I make twice as much!?
Either make money or own all the [good] stocks. The headline makes me want to sell all my AA and HWM which I'm still up >50%... But if I sell it along with his buddies, I pay his cause (cap gain tax) and his buddies may get a decent gain but swoop it up on the dip for huge future gain...manipulating yes, but I think if you follow his decisions, you still lose.
u/Seanspicegirls in this thread said, "Buy established companies. Something ubiquitous." I was going to tag onto that, but I wanted you to see this: *It's okay to look at charts and buy stocks that are doing well.* Not 1 month, or 3 months, but 6 months? Sure. A year? Even better. And only buy companies you've at least heard of, but preferably that you know something about. And don't worry that they're at all-time highs already, because that's kind of the point. Take a look at Walmart with all that in mind. Then HOOD, RDDT, IBKR, GDDY, BK, HWM.
TOP: NVDA FLOP: MU Surprise: HWM MVP: AI / Technology Most Played: NVDA Next year I should monitor how much time I spent looking at charts / researching stocks so I can show everyone that I have no life
Maybe a look at HWM, a little off track but a strong defense stock
Don't think so. take a look at WWD and HWM as an example. they are just making a u turn upward
My grandmother holds a significant amount of stock in various companies, including Walmart. Recent decisions made by Walmart go against her values and she asked me to find somewhere else for some/all of money to go. My first thought was Total US in the form of VTSAX or similar, or use some of the funds mentioned on [Bogleheads.org](https://www.bogleheads.org/wiki/Approximating_total_stock_market) to approximate Total US. I'm pretty new to investing, though, so I wanted extra opinions. She doesn't want to invest in bonds or similar because she's quite wealthy beyond her investments and wants her grandchildren to inherit these stocks. So, long-term growth is the goal. Below, I'll give general info on her portfolio to help with context: Dominion Energy (D): 600+ shares Walmart (WMT): Approx 6,000 shares Howmet Aerospace (HWM): 100+ shares Caterpillar (CAT): Approx 600 shares Alcoa Corporation (AA) >100 shares
Nice day to pick up calls on $HWM
HWM is slept on a lot around here. Less risky, still a lot of upside left.
Howmet Aerospace (HWM) Healthy business, undervalued, solid growth, good finances, consistent earnings beat, share repurchase, but ofc do your own research first😀
December HWM calls have finally turned positive, nice.
Now you found one I haven't heard of, either, lol. HWM is SP500, $47B cap PSN is in the SP400 midcap index, $11B cap. So, not tiny-tiny either.
Interesting pick. Defense is indeed a pretty consistent sector. HWM's chart does look appealing, and that Congressman's investment is definitely noteworthy. For more due diligence, check out [HWM's investor relations page](https://investors.howmet.com/) and [SEC filings](https://www.sec.gov/edgar/searchedgar/companysearch.html). Also, consider subscribing to Prospero's free investing newsletter [here](https://prosperoai.substack.com?r=ukadl) for AI-powered insights on promising stocks.