Opinions David Fingold
Elbit SystemsESLTCOMMENTOct 24, 2017
David FingoldUnknown
$151.22
Stock price when the opinion was issued
$837.94
As of Jun 04, 2026. Market Open.
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PARTIAL BUY
Choice for drones.
Defense/military technology. Lots of drones for Ukraine and Israel. Price popped when Trump demanded countries increase military spending. Price target of $940 -- buy 1/3 here ~$833, again at $810, and then $760.
Kim BoltonOwned
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TOP PICK
One-stop shop when it comes to defense and military technology. Around since 1966. Market cap of $10B. Reported this morning, and now up 5-6%. Yield is 0.53%.
Note that all his Top Picks today aren't in nosebleed territory, but they're very popular. So you really need to go in by thirds. You can buy some today, but save 2/3 to make purchases later. For this name, buy 1/3 here at $461, at $425, and again at $405.
Kim BoltonOwned
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BUY ON WEAKNESS
Owns shares in the company and is one of the largest shareholders.
Performance of stock price has been excellent.
Very strong company with excellent management team.
Expecting demand for defense technology will be higher as global tensions persist.
David FingoldOwned
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TOP PICK
This has been a long term holding and has been consolidating. It is Israel's largest defense contractor. There is good upside to Israel's defense budget and global defense budgets. It does a lot of business in Western Europe. It is an industry leader in areas such as night vision, cyber defense, high energy weapons, unmanned systems. Buy 2, Hold 1, Sell 0
David FingoldOwned
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BUY
Has held for about 10 years. It is Israel's largest defense contractor. It is a leader in electronics, night vision, virtual augmented and reality, lasers, high energy weapons,etc. Has many products for the Israeli navy and possibly for world navies. Defense spending has generally been losing ground but it is now considered mandatory.
David FingoldOwned
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TOP PICK
Israel's largest defense contractor and is way ahead of competitors. High energy weapons. Has made some very important and interesting acquisitions. Very good long term growth. It is a family controlled business and his company is one of the largest shareholders after family.
David FingoldOwned
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BUY
Recent acquisitions will let them significantly penetrate the naval market. Likes it. Long-time holder of the stock.
David FingoldOwned
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PAST TOP PICK
(A Top Pick Aug 02/19, Down 13%) They make defence electronics and a strong performer since their last acquisition. He's holding this long term. A headwind is the market moving towards cyclical businesses instead of defence stocks. But ESLT still has strong long-term prospects.
David FingoldOwned
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PAST TOP PICK
(A Top Pick May 27/19, Down 13%) Still likes it. A big player in cyber warfare, drones, AR and VR (defence electronics). Excellent managers. Just bought a night vision systems company. Well positioned in all part of the fastest-growing parts of the defense industry.
David FingoldOwned
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TOP PICK
Israel's largest defensive publicly traded contractor. Largely electronics and are within the mid-cycle of defense spending. The largest producer of drones. They make a "re-drone" system that would have safeguarded Saudi oil facilities as it allows for control to be taken over drones to land them safely. Yield 1.09% (Analysts’ price target is $153.67)
David FingoldOwned
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TOP PICK
The world's biggest producer of military drones, so there's a big renewal for them now. They're also a big maker of night vision systems, and bought a competitor to reduce this space to only two players. 20-30% of their sales in 2018 were in cyber warfare. (Analysts’ price target is $141.24)
David FingoldOwned
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TOP PICK
We are still in an up-cycle in defense spending. They have high exposure to Israel, the fastest growing economy in the world. They are a leader in drones and electronic warfare. They completed several acquisitions. They have had good contract announcements recently. (Analysts’ price target is $51399.00)
David FingoldOwned
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PAST TOP PICK
(A Top Pick Jan 03/18, Down 7%) It is in the defense business. It is a company he really likes and is a really long term holding. They are the largest producer in the world of drones. They have strong prospects.
David FingoldOwned
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Israel’s largest publicly traded defence contractor, and primarily involved in electronics. About a 3rd of sales is traditional military electronics, things like radars and software defined radios. About 1/3 sales are cyber, including cyber defence and offensive cyber weapons. Another 3rd are in unmanned systems, primarily unmanned aerial systems, where they are the world’s largest producer with the broadest product line. The average age of the drone is 7-10 years old. If you include only the drones that are used by the militaries outside of the US, the average age is a bit older, so expects there will be an upgrade cycle. On the electronics side, electronics has grown at twice the rate of the defence budget growth. This company is well positioned in terms of the segments it serves.