$Carpenter Tech(CRS.US)
CRS is still trading near historic highs, and I think the strength is justified. Aerospace demand remains hot, while specialty alloy capacity is still tight.
That imbalance is the real story. Commercial aviation and defense both need more high-performance materials, but supply cannot expand quickly.
There will be pullbacks, but unless the cycle changes, I would rather stay with the trend than trade in and out of it.
@Captain's Treasure
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