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Aerospace Is Ready to Lead

By Jim Cramer

 About this article:
 Does a rising tide lift all B.O.A.Ts? I am talking about the quad-bull that seems to be the leadership here: banks, oils, aerospace (new one, touched on last night on "Mad Money") and tech? Is it enough? I think so. Aerospace is ready. The new plane cycle the majors have been waiting for is ready. The dollar's down enough to make it pretty stupid to go with Airbus vs. Boeing if you are going to expand your fleet. The new planes have just enough oil-saving to make it so the upgrade is almost going to have to happen. I keyed on Boeing last night because of the Paris Air Show on June 16 because people are so worried about delays and a lot of those delays will go away when the analysts see the planes in the air. Obviously, the ancillary plays are huge too. Do not, on...

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