Aerial Formation

Tuesday, 19 Feb 2008 | 6:29 PM ET

Kaiser Aluminum profit beat estimates Tuesday on soaring demand for aerospace and defense products. What's the trade as airlines and governments build up their fleets around the world?

I think we are early in the demand cycle for aerospace and defense, says Karen Finerman. Even if the Boeing 787 and Airbus planes are delayed – and I believe they will be - there seems to still be a huge build yet to come in single aisle planes. And I don’t think we have even begun to see that earnings stream.

I like Kaiser , as well as TransDigm (TDG) and Boeing (BA) on the trend, she says.

Titanium Metals and RTI International (RTI) are two specialty metals plays that investors also might want to look at, adds Tim Seymour. Also watch Lockheed Martin (LMT) on a new contract signed with India.

I prefer PrecisionCastparts (PCP) and Rockwell Collins (COL), adds Guy Adami.

Tomorrow's Trades #2
Kaiser, Boeing, and titanium makers to benefit as aerospace buildout cycle begins, with the Fast Money crew.

Got something to say? Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap! Prefer to keep it between us? You can still send questions and comments to fastmoney@cnbc.com.

Trader disclosure: On Feb.19, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (YHOO), (INTC); Finerman Owns (GS); Finerman's Firm And Finerman Own (CROX), (KALU); Finerman's Firm Owns (MSFT), (TSO), (VLO), (WMT), (YHOO), (AAPL); Finerman's Firm Is Short (IYR), (IJR), (MDY), (SPY), (IWM),(COF); Finerman's Firm Is Short (LEH) And Owns (LEH) Puts; Seymour Owns (INTC), (MER),(MSFT), (BLK), (GOOG), (AAPL); Seygem Asset Management Owns (CCJ), (TIE), (TSO), (EEM), (GFI) (HMY), (FMX), (FMCN); Seygem Assset Management Owns Shares Of Uranium One

  Price   Change %Change


Contact Fast Money

  • Showtimes

    Halftime Report - Weekdays 12p ET
    Fast Money - Weekdays 5p ET
  • Melissa Lee is the host of CNBC's “Fast Money” and “Options Action.”

  • Scott Wapner is host of the "Fast Money Halftime Report," which airs weekdays from 12 p.m. to 1 p.m. ET.

  • Guy Adami is a contributor on CNBC's "Fast Money." He also is managing director of stockMONSTER.com.

  • Najarian, the "Pit Boss," is cofounder of optionMONSTER.com, a news site for options traders.

  • Finerman is president of Metropolitan Capital Advisors, Inc., a company she co-founded.

  • Founder of EmergingMoney.com

  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

Halftime Report