OK, I need help with Aerospace ideas. I have $RTX and is super bubbly by all metrics. I want to replace it. I meed ideas. No small cap shitcos. I want big caps with good growth and cash flow to pay dividends and buy back stock. Give me ideas. I already own $LMT, $NOC, $LHX & $GD.

One notable observation is that this market has been inundated with a steady stream of negative headlines. My old boss used to say, “If you’re short a stock, bad news comes out, and it doesn’t drop, get out, because there’s only one direction left for it to go.” I’m not necessarily saying that’s the case here, but as a trader, you have to respect how remarkably resilient equities have been in the face of these recurring tape bombs and negative headlines.