Stacey Briere Gilbert says even with the bearish sentiment toward the airlines, there’s still a “ripple play” with titanium. She likes Titanium Metals (TIE), which is the focus of takeover rumors, as well as Allegheny Tech (ATI) and RTI International Metals (RTI).
Guy adds Precision Castparts (PCP) to that list. The company makes titanium used in airplanes and is up around 900% over the last five years.
But the bottom line is that even though it’s the first time in five years that all the major airlines are out of bankruptcy, none of them are particularly worth owning outright. The guys agree: stick with Boeing.
Stacey Briere Gilbert Is Chief Options Strategist For Susquehanna Financial Group, LLLP
Gilbert Is Head Of Market Intelligence Research For Susquehanna Financial Group, LLLP
Gilbert Does Not Cover Individual Securities But Does Recommend Trading Strategies; An Affiliate Of Susquehanna Financial Group, LLLP Is An Options Specialist In Certain Of The Stocks Discussed By Gilbert; An Affiliate Of Susquehanna Financial Group, LLLP Is A Market Maker In Certain Of The Stocks Discussed By Gilbert; Gilbert Owns (TIE); Susquehanna Financial Group, LLLP And Affiliates Own More Than 1% Of The Shares In (CAL); Bolling Owns Gold, (ICE), (NMX); Najarian Owns (STX), (MS), Is Short (AMR) and (CAL); GE Is The Parent Company Of CNBC
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