Rockwell Collins: The Best Offense Is a Good Defense

Rockwell Collins (COL) is a large mid to small large-cap company that provides smart communications and aviation electronic solutions to the world’s leading aerospace and defense companies.

Although operating in a cyclical industry, Rockwell Collins possesses all the attributes you want in a growth stock. Their business is well balanced and diversified with 57% coming from military or government and 43% commercial. They generate high returns on equity and high returns on capital despite a large government (military) business.