The shares have plenty of room to run.
The chemical maker is morphing into a science-based conglomerate, which improves positions in growth markets.
MasTec, an infrastructure company, looks solid on both a fundamental and technical basis.
Some will get excited and claim Europe is getting back on track.
Like other defense names, the stock is overheating.
It's all about looking the other way.
Love them or hate them, these names have performed brilliantly over the past two years.
Shares are soaring on earnings and breaking through key resistance.
Sometimes the stocks we take for granted can run up and deliver dandy profits and dividends.
He'd be focused on these unloved and ignored names in the defense space.