BUY Conviction3/5 Analysis quality75/100 now
Druckenmiller is buying Woodward, an industrial company specializing in aerospace components. The company is expected to grow significantly, with its aviation segment outpacing the market due to increased component demand in new aircraft models. Despite a higher P/E ratio of 28x, it's considered attractive compared to other sectors with lower growth, offering a defensive play in the industrial sector that could benefit from a recovering industrial economy.
“es lo que decía un poco druen Miller de que hay compañías que van a crecer ya más que esas grandes tecnológicas pero que están en una situación más atractiva y que además todo lo que va a pasar con la Macro pues le puede ayudar o acelerar el negocio”