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  

KALU loading...

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[KALU  Loading...      ()   ], as well as TransDigm (TDG)  and Boeing (BA) on the trend, she says.

Titanium Metals

TIE loading...

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[TIE  Loading...      ()   ] and RTI International

RTI loading...

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[RTI  Loading...      ()   ](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 Precision Castparts (PCP) and Rockwell Collins (COL), adds Guy Adami.

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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

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