Opinions
Dan Rohinton
BAE Systems
BA-LSE
BUY ON WEAKNESS
May 02, 2025
N/A
Stock price when the opinion was issued
contractors
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BUY
A UK defense stock. He does not typically own defense stocks, due to the cyclical nature of the business. For BAE, their order backlog is very good. Although Brexit may be impacting them, he thinks this is an attractive investment -- especially if there is a pull back in the market. He would have no problems buying at these levels as it trades at 15-20% discount to its North American counterparts.
contractors
Less constructive on defence in the short term, but buy on dips for the long term. European defense budgets are increasing significantly. A long-cycle industrial.