The K-Call has been analyzing the airlines since its inception in June. The industry is simply getting it right.
The second derivative play could be to review the makers of the jets for your portfolio. I am going to take it to the third derivative to capture a sizzling emerging market, and in doing so, connect to our guest today on
Embraer-Empresa Brasileira de Aeronautica SA (Embraer) is the whopping full name of the company that trades by the ticker, "ERJ."
Manufacturing commercial aircraft, Embraer is weaving into the fabric of the Brazilian economy. As a supplier of defense aircraft for the Brazilian Air Force, it's been able to develop a global presence as well, selling parts to other countries' armed forces.
But it's the new line of executive jets that has really caught my interest. This is a lucrative area that Embraer is capturing with striking efficiency.
The line is doing so well that I considered inducting ERJ into the "One-Decision Club," but I am reserving that decision until valuation and growth prospects can be properly evaluated. But the company is certainly one to watch.
We also welcome to the show today, Will Landers, portfolio manager at BlackRock with concentrated focus on Latin America. The timing is ideal to ask about Embraer, and I hope you will tune in to get his views.
"One-Decision Stocks" are rare, so even to be considered warrants attention. The airline industry has been so successful of late that companies like Embraer deserve a careful look.
ERJ just might be ready for take off.
Programming note: "
Gary Kaminsky does not hold any equity positions.
The content of this blog is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law.
All opinions expressed in this blog are solely the opinions of Gary Kaminsky and do not reflect the opinions of CNBC, NBC UNIVERSAL or their parent company or affiliates, and may have been previously disseminated on television, radio, internet or another medium. You should not treat any opinion expressed by Mr. Kaminsky as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Kaminsky’s opinions are based upon information he considers reliable, but neither CNBC nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Kaminsky, CNBC, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this website. Mr. Kaminsky’s statements and opinions are subject to change without notice. No part of Mr. Kaminsky’s compensation from CNBC is related to the specific opinions he expresses.
Past performance is not indicative of future results. Neither Mr. Kaminsky nor CNBC guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this website or on the show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this website or on the show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website or on the show. Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.