Tyler Crowe

Just the engines alone, but same thing with the wheels, brakes, anything that you got to repair on an engine.

So much so that 52% of the revenue for the total company is actually in aftermarket parts and service, and that's replicable and high-margin business.

Very attractive on that end.

Now, obviously, there are some stragglers in the portfolio, like Ariane Group has been spending a lot of money trying to get a new rocket up and running, but it too appears to be getting its house in order.

It has a new heavy payload rocket coming online that's almost as big as the Falcon Heavy, and it's also built a smaller reusable one for low Earth orbit launches, very similar to what we see with Rocket Lab and things like that.

It's not dirt cheap.

It's 29X earnings, but I think with several catalysts looking ahead, I think it's actually a pretty good investment.

right now.

We have plastic decking, plastic shoes, and plastic interiors for airplanes.

So I think that we're really into that classic line from the movie The Graduate where it's like one word, plastics.

So good ideas for stocks on our radar this week, anything plastic-related.

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