Opinions
David Fingold
Elbit Systems
ESLT-Q
PAST TOP PICK
Jun 18, 2018
$120.920
Stock price when the opinion was issued
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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.
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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
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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.
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(Past Top Pick, Aug.14, 2017, Down 6%) He's owned this for five years as a core holding. It's been sideways the past year for some reason, but sometimes that just happens. The last quarter, they had 11% backlog growth and announced a few acquisitions not yet in the numbers.