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Q: Your view on Textron thanks
Q: I have done well with boeing in a short period and while double checking it one of the rating services called it a five . In the same report it called textron a ten , they are both US so not your mandate but if you have any opinion on possibly switching from ba to txt I would appreciate it.
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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.
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