This content is from: Research
Capital Goods/Industrials - Aerospace & Defense Electronics: First
Its three years in a row at No. 1 for J.P. Morgans Joseph Nadol. Joes analysis is thorough, declares one money manager. He is extremely helpful in keeping us current on new contracts and order activity. Nadol, 39, launched coverage of TransDigm Group in December with an overweight, at $70.99, on the strength of the Cleveland-based aircraft-components suppliers diverse product line and loyal customer base. The stock surged 29.4 percent, to $91.86, and outstripped the sector by 32.4 percentage points, through August. In November he reduced Alliant Techsystems from overweight to neutral, as overpriced at $77.69. Shares of the Minneapolis-based engine and ammunition maker had slipped 18.3 percent, to $63.47, lagging the sector by 14 percentage points, by late August. Excellent recommendations, champions one supporter.