Thread: Defense/Aerospace

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  1. 07-23-2017, #1
    Anthonytype
    Join Date Jan 2015
    Posts 0

    Default Defense/Aerospace

    What are everyones favorite picks in this sector? Do you agree the sector still has a lot of potential upside for a couple years?

    I am starting a fresh portfolio and I very much would like to have a position in this sector. I am looking at the obvious candidates of course (Lockheed & Northrop), but I also very much like Precision Castparts (PCP).

    They are trading at 52 week highs and report on 5/9 so i'm not sure if not is the best time to get in or not, however their earnings/growth/fundamentals look great.

    Anyone else take(taking?) the plunge on this stock? Would you rather just stay with the big names?
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  2. 07-23-2017, #2
    ARTWevy
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    A small cap play that has given me stellar returns over the past 6 months is Armor Holdings - AH

    Armor manufactures ballistic and blast protection armoring systems for various military ground vehicles.
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  3. 07-24-2017, #3
    arupictb11
    Join Date Jun 2014
    Location Bahrain
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    Looks like you chose very well with AH. Another big move. I got into PCP expecting earnings to continue rising, we'll find out soon as they report on Wednesday!
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  4. 07-25-2017, #4
    Artisankaj
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    My favorites are UIC and AVAV, two companies that make Unmanned Aerial Vehicles (UAVs). Besides military use, these will eventually be used for other purposes such as traffic monitoring.
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  5. 07-26-2017, #5
    admin
    Administrator
    Join Date Nov 2014
    Posts 990

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    I was deciding between NOC and LMT and went with LMT @ 96.60. This war looks to be going on for 2 more years at least. LMT has better name id that NOC. Both are good companies and have had good roi and roc over the past few years.
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