2025 Stock Market Thread
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DILLIGAF
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I have LMT and Raytheon.....I have had them for a while in my long term group
LMT missed earnings which caused an ass whuppin yesterday. They say they have a backlog of 176B in orders.
Raytheon.....earnings were up and the stock went up. They say they have a backlog of 200B in orders
I (WE) will continue to hold. The world is still on fire so the defense contractors should be well positioned.
Thats all I got and I do not know who reaps the benefits of building an iron dome if it moves forward
Xring01
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Damn… real quick research.
LMT
has a 52 week high of 614…
Current PE of 20 ish…
Currently trading at $455,
In defense sector which should see influx of Trump spending $$$…
If it rose 33% from today that would put it back at $605ish…
2.6% dividend
hmmmm…. it has me very interested in it.
Limited downside due to reasons its priced where it is, with 33% upside potential in 12-18 months.
I might start staging my way into it… I have mentioned on one of the threads I was looking for defense sector buying opportunity.
Anyway, thats my quick take on it. Will need to dig deeper in order to spend $$$ on it.
LMT
has a 52 week high of 614…
Current PE of 20 ish…
Currently trading at $455,
In defense sector which should see influx of Trump spending $$$…
If it rose 33% from today that would put it back at $605ish…
2.6% dividend
hmmmm…. it has me very interested in it.
Limited downside due to reasons its priced where it is, with 33% upside potential in 12-18 months.
I might start staging my way into it… I have mentioned on one of the threads I was looking for defense sector buying opportunity.
Anyway, thats my quick take on it. Will need to dig deeper in order to spend $$$ on it.
Don’t overlook General Dynamics GD, currently near 52 week lows, good time initiate a position.
Xring01
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GD - quick analysis - btw… I use Yahoo finance app on my phone / Ipad for this info… quick and easy.
52 week high of 314
Trading at $251 now
PEof 19ish
Dividend of 2.1
it needs 25% upside to reach its 52 week high.
Initial thoughts compared to LMT…
GD is a better value based on PE Ratio, but it has lower upside potential of 25% to hit 52 week high, as to where LMT has 33% upside to the same point. But LMT has 25% higher dividend at 2.6%…
At this stage, I still feel LMT is better buy…. But my $$$ is still in my pocket. I have not made any decisions.
Again, is quick reseach… not the dig in deep details…
Please share your thoughts on why one is better than the other. ????
52 week high of 314
Trading at $251 now
PEof 19ish
Dividend of 2.1
it needs 25% upside to reach its 52 week high.
Initial thoughts compared to LMT…
GD is a better value based on PE Ratio, but it has lower upside potential of 25% to hit 52 week high, as to where LMT has 33% upside to the same point. But LMT has 25% higher dividend at 2.6%…
At this stage, I still feel LMT is better buy…. But my $$$ is still in my pocket. I have not made any decisions.
Again, is quick reseach… not the dig in deep details…
Please share your thoughts on why one is better than the other. ????
coolchange
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There is a company working on EMP for iron dome type defense.
Using million dollar missles to shoot down $1000 drones is not sustainable.
Seems to me one of the principles is from pltr and it uses ai to intersept and target drones. I have to go back review my notes on the company.
Using million dollar missles to shoot down $1000 drones is not sustainable.
Seems to me one of the principles is from pltr and it uses ai to intersept and target drones. I have to go back review my notes on the company.
DILLIGAF
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You sir should be a research analyst. Well done
I wasn’t knocking LMT or any other for that matter, but I like to look for value. When the global shit storms start heating up, so will all of these defense industrials.
I think they’re all good, but not what I look at for dividend yields.
Cdog
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It’s pltr. I watched the interview discussing the tech. Very impressive. I've got a couple of grand on the sidelines waiting for a dip.
Xring01
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I have outlined my investing strategys on the past on other similar threads.
I like to figure out which sectors, have the best chance of success over a period of time.
So a new president… clues us in that defense sector has a good chance of success over the next few years…
So, in my strategy.. what is the best options in that sector….
I try to get the best stock I can for each sector that I think has potential….
For defense, our candidates are LMT and GD… But I typically like to narrow down the top four, then deeper dive analysis on figuring out which one I think has the best chance of success. Then I stage my way into that position/holding/investment.
coolchange
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The company is epirus
Unfortunately, it looks like I’m gonna be a few billion short for the buy in.
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coolchange
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Thanks I need to research the names etc.
