Aerospace Stock Becomes #8 Stock Added To Our Spotlight Index

Aerospace Theme will be “money” for the foreseeable future

It’s been a while since we added a stock to our Spotlight Quality Index (Sqi).

Now that we have a little bit of clarity on tariffs, and with the first quarter earnings season out of the way, we’re ready to add our 8th stock to the Sqi.

As a reminder, we launched our spotlight index in April of last year to help you navigate our growing MS Microcap Quality Index (MSMqi), which now tracks 113 stocks.

The MSMqi contains 3 pure-play aerospace stocks. Well, actually two. A Canadian company, Heroux-Devtek (HERXF/ HRX), was acquired just three months after being added to the Index, for an ending return of 79%.

The second, TAT Technologies (TATT) from the United States, is up 232%, on the heels of several strong quarterly earning reports, as the company’s new focus on long-term recurring revenue type contracts continues to play out.

The third is now being added to our Sqi.

The stock may actually be one of my top 5 favorite stocks in the entire MSMqi right now.

I met the CEO about two years ago at a conference. I’ve been extremely expressed with his execution of the business plan he communicated to me and has been communicating to investors on earnings calls.

With a backlog that just keeps getting bigger, the runway for growth is large, especially when you look at the aerospace tailwinds, which has a backlog of at least 10 to 15 years of growth.

This fact is simply born out of what happened during COVID, where commercial and defense aerospace projects were temporarily put on hold. When you couple that with the global tensions going on in the world these days and Trump‘s call to modernize aspects of the aerospace industry, the backlog is only getting bigger.

Drum roll… our next spotlight stock is: