$HEI - Heico Corp: The "Mini-Conglomerate" in Aerospace & Defense 🛫📈
Quick Breakdown:
· Business: Niche market leader in FAA-approved (PMA) aircraft replacement parts & high-spec electronic components. Saves airlines millions vs. OEMs.
· Model: Famous for its successful acquisition strategy, buying and growing small tech-driven companies.
· Recent Catalyst: Short-term pressure from RTX (Pratt & Whitney) engine recall issues. Many see this as a temporary headwind, not a long-term problem.
Technical Perspective:
· Key Support: ~$175 - $185
· Key Resistance: ~$205 - $210
· A break above resistance could signal a return to all-time highs.
The Thesis: A high-qualitylong-term compounder, not a meme stock. Volatility = potential opportunity for growth investors.
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