TDG

I will be discussing the first stock in today's video, which is Transdigm Group stock. This stock is not widely known, but it is an interesting company.

If you are not aware of it, TransDegm makes its own small parts inside aircraft, such as locks, hydraulic valves, pumps and ignition systems. This company was founded in the 1990s with the support of a private investment firm called Kelso & Co.

the increase in Boeing's production rate. Both of those are risk factors for aerospace aftermarket businesses like TransDigm, GE, Heico and others. We think those stocks are increasingly attractive.

Their valuations have become more appealing as this year's gone on and those stocks have underperformed.