BWXT: Monopoly-Like Naval Franchise with Tactical Upside at $152
BWX Technologies (BWXT) controls the critical supply chain for U.S. naval nuclear propulsion and a growing commercial nuclear business. The stock is trading near its 52-week low at $152.28 despite a $8.7 billion backlog and consistent quarterly revenue north of $680 million. This trade idea sizes a tactical long with a mid-to-long-term horizon to c…