$Curtiss Wright(CW.US)
CW pulling back a little today does not surprise me. The stock has had a strong run, and some profit-taking here is normal.
What matters more to me is whether the original story is still intact. Defense budgets, aerospace demand, and military orders are still the main reasons I am watching this name.
The stock is not cheap anymore. A lot of good news is already priced in, so I would not chase every dip or pretend there is no risk.
For now, I am staying patient. If the story has not changed, a little volatility is not enough to push me out. What I really want to see is whether CW can keep turning orders into earnings.
@Bridge Buzz SG
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