Viewing Company General Dynamics Corp. | StockChase
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Compiling comments that experts make about stocks while on public TV.

General Dynamics Corp. Stock Symbol: GD-N

Last Price Recorded: $204.8700 on 2017-09-25

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Date Signal Expert Opinion Price
2017-08-03 COMMENT John Stephenson

A US defensive stock? To a large extent, you have missed a lot of it. They are not cheap. His choice would be this or Boeing (BA-N), which has the commercial side, but also has defence.


Price:
$199.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 WAIT Alex Ruus

This has had a great run. It has done really well since Mr. Trump was elected in November. He would stay away over the next 3 months. We are coming up to the US debt ceiling limit in the fall, and it is going to be very interesting to see what happens. One of the worst places to be, could be defence stocks. The stock did really well over the past year, so it is really expensive now.


Price:
$196.530
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-05-18 PAST TOP PICK Matt Kacur

(A Top Pick March 13/17. Up 1%.) A defence company, and primarily technology oriented. Trump supporting a stronger military is kind of a bonus.


Price:
$192.640
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-09 COMMENT Jennifer Radman

A US defence stock that is likely to perform well in the next year? Defence stocks have started to perform well. Pres. Trump’s promise to rebuild the military and taking on ISIS is certainly good for the sector. She doesn’t really invest in the stocks that will harm people, but what she has read indicates General Dynamics (GD-N) and Raytheon (RTN-N) would be a good way to play it.


Price:
$196.590
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-13 TOP PICK Matt Kacur

Has liked this for many years. Its been a very good consistent performer. In technology of aerospace and communication systems which will go into tanks and airplanes, which is where military spending is going. Trump gave it an even bigger boost. Dividend yield of 1.8%. (Analysts’ price target is $205.50.)


Price:
$191.560
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-01-13 PAST TOP PICK Stan Wong

(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name.


Price:
$177.890
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-22 BUY David Burrows

Defence is a theme he has been focused on for about 2 years. Technically the group has broken out. Defence companies are the only ones that never tell you what is coming next. There is a built-in optionality for the things that they are developing, but they are secret. Coming into the election, we knew that either candidate would be spending more money on defence.


Price:
$170.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-08-31 HOLD Erin Gibbs

Raytheon (RTN-N) or General Dynamics (GD-N)? In defence, spending is expected to decrease, not increase. Most of the growth is expected to come from outside of the US. This one is trading at fair value and she would call this a Hold. Raytheon looks slightly more attractive.


Price:
$152.220
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-22 BUY John Kim

(Market Call Minute.) Defence spending is going up no matter who wins the US presidential election.


Price:
$152.220
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 COMMENT Christine Poole

A defence company, so slower growth, a very strong cash flow generator. Doesn’t have a huge amount of growth, but provides a dividend yield of about 2%.


Price:
$152.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-03 TOP PICK Stan Wong

This is about one quarter aerospace with the rest in military defence. The world’s 4th largest military contractor. They make the Gulfstream jets, submarines and combat vehicles. With the US presidential election coming up, there is going to be more increased scrutiny and more spending on defence and security budgets. The stock hasn’t done very much in the last 12 months, but that has created a bit of a valuation play. Just announced a $10 million share buyback. Trading at 16X forward earnings with a 9%-10% growth rate. Dividend yield of 1.94%.


Price:
$141.960
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-11-20 COMMENT Kash Pashootan

Had a pretty good year in terms of demand, but it hasn’t translated into the share price going up. Has a pretty meaningful backlog, which is up close to 55% year over year. They already produce about 30% of the world’s business jets. He doesn’t own this primarily because the stock has really run up coming into this year. The wildcard is what is going to happen with the US government with the election coming. They generate about 85% of their revenue from the US government.


Price:
$145.500
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2015-08-05 HOLD John Wilson

Has had a great move. There are a couple of big projects in the defence space including a long-range strategic bomber, and he thinks Northrop (NOC-N) gives a better leverage to that with the better risk/reward ratio. This is a very good company with a good outlook for defence spending.


Price:
$149.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-11-24 DON'T BUY Peter Brieger

It has had a good run.  Russia and the Ukraine will focus investors on defense stocks.  But this one is very overbought.


Price:
$144.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-24 HOLD Peter Brieger

Thinks you will see a rethink of US policy toward Russia so he would be inclined to hold it here.  He holds BA-N.


Price:
$106.580
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
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