|Day Low/High||308.50 / 313.61|
|52 Wk Low/High||263.31 / 385.00|
With financials coming out of their funk, FAANG rebounding and with more pessimistic investor sentiment (discussed this morning) moving in unison with lower stock prices -- I can see a continuation of today's modest rally over the next few days. Mor...
As suggested, I moved to a large long on this morning's dip. My average price was under $304. I might be wrong but I love my entry point on today's purchase which dwarfed my initial small (and higher) buy yesterday.
Speaking/writing out loud and given the share price declines in the defense space - where else can we find growth like this that is funded by our government, with the risk being that the world is not as dangerous a place as I think? I believe the re...
For some time I have been negatively disposed towards the defense business. It has been the correct strategy as many defense contractors have fallen in price. That sector price fall has, in certain cases, discounted many of my concerns. Specifically...
It is going to be a rough day, but we can adapt, and win.
Now our job becomes somewhat more difficult.
Dealing With Defense Amid yesterday's post-Singapore reaction, it was the meltdown across the defense contractors that stole the show on an otherwise "melba toast" day. You already know that I think it's a net positive for world peace if the US and ...
Any weakness in defense stocks will present an opportunity to add to my favorite names.
Two names I like ahead of the FOMC meeting, the Trump/Kim summit and this year's E3 convention.
The bigger picture is still really US/Chinese trade, and the protection of US intellectual property rights.
* Peak defense budget growth seems likely * I continue to pass on defense hardware stocks I am aware that several contributors on our site (and numerous elsewhere in the business media) are attracted to defense contractor equities - in large measure...
While the move higher for crude prices late Tuesday took the energy sector with it, defense and aerospace names saw benefit as well.
The right things keep happening at the wrong times.
* It looks like an "inside day" with a narrow trading range for the broad markets. * FANG has no "oomph." * Retail has caught a bid. (I have been adding to my Dillard D and Macy's longs). * Defensive stocks are the worst. * Defense stocks - , and - ...
The stocks inexplicably fell even after they delivered good earnings.
The carnage in defense stocks in the last few weeks has been epic. My homework assignment this weekend is to look again at Lockheed Martin Northrop Grumman and Raytheon to determine if there is any value at these levels. The group, which was enormo...
There's too much uncertainty with this defense contractor's charts for now.
Boeing and Norfolk Southern's tour de force calls were in stark contrast to Tuesday's disasters.
There is likely more headline risk to our front than to our rear.
The world remains dangerous, and dangerous toys are not just simply in demand -- demand is increasing rapidly.
Seven more areas that you should buy on a dip any time trade jitters take the market down.
I just focus on what I believe to be true and what I understand best.
NOC's price action can get the attention of money managers and technical analysts.
I especially like Boeing, Lockheed Martin and Diamondback Energy here.
What if everyone believes in free trade, but not everyone harbors the same understanding of the term?
Strategic investing should not rely upon the whims of a politically volatile environment.