Re: Drone Investing

U.S. lawmakers are in a rush to regulate drones.  Odds are pretty good that regulations will be unduly harsh at first.  Overkill and stupid rules are getting thrown in left and right at this point.  I drew a quick diagram to explain the apparent path of U.S. drone regulation over time.

It could take years for regulation to ease as we have to find out what exactly is necessary and what isn't via trial and error.  The trajectory of the U.S drone market is uncertain and uncertainty tends to breed opportunity.  The great part is investors can wait for quality bases to form in their favorite drone and drone component stocks.

Some names to keep in mind with brief companies bios via investors.com

Aerojet Rocketdyne manufacturers satellite and weapon propulsion systems.

AeroVironment manufacturers unmanned aircraft and test systems for the US government.

Invensense manufactures motion processing chips and software

IXYS manufactures complex signal power management chips

On a somewhat related note from the aforementioned article, the U.S. isn't even the cradle of drone innovation.  Phantom, the world's leading consumer drone is made in China.  Not only made in China but by a Chinese company.  What?!  That's just something i'm noting for the very long run.

Disclosure: I have no positions as of this update(11/15) , but may have positions in names mentioned above soon.

Thanks for reading!