Apr. 1 at 7:27 PM
$HWM
Been a holder of a large number of shares (3rd largest in my portfolio) since the
$170 August ‘25.
I absolute love this company (Thanks Arconic), but I’m wondering if it’s priced to perfection.
Earnings call at the end of the month and I’m getting nervous that there might be a lot of profit taking.
I’m doing a rough form of virtual channel checks by following what Howmet’s biggest customers are doing, but it’s not making the picture any clearer for me.
I’d be interested to hear what other “long term” holders have to say, and your reasoning.
