$Curtiss Wright(CW.US)

I’m still holding Curtiss-Wright as the stock digests its recent gains. At around $763, the valuation is clearly not cheap, so I see some short-term volatility as reasonable.

But I’m not holding CW just for a short-term multiple story. Its exposure to defense, aerospace, naval systems, and nuclear markets gives it long-cycle demand where execution and reliability matter more than daily price action.

For me, the key is whether CW can keep converting demand into earnings growth. High-quality industrial compounders rarely look cheap, but at this level, position discipline matters.

@Captain's Treasure