Raytheon | StockChase
42
Raytheon (RTN-N)

Last Price Recorded: $211.2700 on 2018-05-26

ON STOCKCHASE SINCE Oct 2000

Electronics

electrical/electronic
42
Raytheon (RTN-N)

Last Price Recorded: $211.2700 on 2018-05-26

ON STOCKCHASE SINCE Oct 2000

Electronics

electrical/electronic

Raytheon


Signal Opinion Expert
PAST TOP PICK
Raytheon(RTN-N) 

May 9, 2018

(A Top Pick June 13/17 Up 33%) They are focused on missiles and cyber security.  It is the future of warfare.  North Korea and Iran are leading to large and growing budgets in defense.  He continues to like it. 

electrical/electronic

(A Top Pick June 13/17 Up 33%) They are focused on missiles and cyber security.  It is the future of warfare.  North Korea and Iran are leading to large and growing budgets in defense.  He continues to like it. 

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$212.230
Owned Owned
Yes

DON'T BUY
Raytheon(RTN-N) 

April 24, 2018

Defense contractors have performed well over the past year, reflecting the election of Donald Trump and the expectation that he (and Republicans generally) will be good for defense spending. However, the multiple has grown quite high, above its historic average.

electrical/electronic

Defense contractors have performed well over the past year, reflecting the election of Donald Trump and the expectation that he (and Republicans generally) will be good for defense spending. However, the multiple has grown quite high, above its historic average.

electrical/electronic
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$218.800
Owned Owned
No

BUY
Raytheon(RTN-N) 

April 10, 2018

He prefers Northrup to Raytheon because Northrup’s entire backlog is in classified projects, which is where there is the most growth (Cyber, hypersonics, and space). Raytheon is number 2 and is well-exposed to those spaces. Northrup’s products are younger, which means their margins on them will grow for a longer period. Defense is the best idea he has in general. The defense cycle is 7-10 years long, it is recession-proof, and it this cycle started only a few years ago.

electrical/electronic

He prefers Northrup to Raytheon because Northrup’s entire backlog is in classified projects, which is where there is the most growth (Cyber, hypersonics, and space). Raytheon is number 2 and is well-exposed to those spaces. Northrup’s products are younger, which means their margins on them will grow for a longer period. Defense is the best idea he has in general. The defense cycle is 7-10 years long, it is recession-proof, and it this cycle started only a few years ago.

electrical/electronic
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$218.110
Owned Owned
Yes

BUY
Raytheon(RTN-N) 

February 13, 2018

U.S. defence spending is ramping up, so the government will throw money at companies like Raytheon in the next few years.

electrical/electronic

U.S. defence spending is ramping up, so the government will throw money at companies like Raytheon in the next few years.

electrical/electronic
David Baskin

President, Baskin Wealth Manage...

PricePrice
$209.530
Owned Owned
Unknown

TOP PICK
Raytheon(RTN-N) 

February 8, 2018

Missiles and Missile defense is their number one business.  It is firing on all cylinders.  Now you have a higher free cash flow outlook.  They boosted their pension deduction while tax rates are still high.  It raised their free cash flow projections.  (Analysts’ target: $231.40).

electrical/electronic

Missiles and Missile defense is their number one business.  It is firing on all cylinders.  Now you have a higher free cash flow outlook.  They boosted their pension deduction while tax rates are still high.  It raised their free cash flow projections.  (Analysts’ target: $231.40).

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$198.740
Owned Owned
Yes

HOLD
Raytheon(RTN-N) 

January 25, 2018

Not a name he holds, but is certainly something he watches. All these defence names continue to move higher, and their charts are beautiful. Great names to own. If you own he wouldn't sell, but watch it for any downturns. Trading at 21X earnings with a long-term EPS estimate of about 9%. A little expensive, but most industrial names are pushing higher. Most of these names are benefiting from tax reform and we’ll probably see more defence spending. 

electrical/electronic

Not a name he holds, but is certainly something he watches. All these defence names continue to move higher, and their charts are beautiful. Great names to own. If you own he wouldn't sell, but watch it for any downturns. Trading at 21X earnings with a long-term EPS estimate of about 9%. A little expensive, but most industrial names are pushing higher. Most of these names are benefiting from tax reform and we’ll probably see more defence spending. 

electrical/electronic
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$202.840
Owned Owned
No

COMMENT
Raytheon(RTN-N) 

January 15, 2018

A US defence stock? He doesn't own anything in defence, but within the sector, this is a stock that has done very, very well for several years, and a key one to own because of the antimissile defence capabilities.

electrical/electronic

A US defence stock? He doesn't own anything in defence, but within the sector, this is a stock that has done very, very well for several years, and a key one to own because of the antimissile defence capabilities.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$197.460
Owned Owned
No

PAST TOP PICK
Raytheon(RTN-N) 

December 7, 2017

(A Top Pick Jun 13/17, Up 16%)  They are focused more internationally, which is one driver.  They are missile defense and cyber security.  Both are good.

electrical/electronic

(A Top Pick Jun 13/17, Up 16%)  They are focused more internationally, which is one driver.  They are missile defense and cyber security.  Both are good.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$186.140
Owned Owned
Yes

TOP PICK
Raytheon(RTN-N) 

December 7, 2017

Higher defense spending is benefiting them.  There is also great call for their cyber security.  It is fully valued but he is sticking with it at this time.  (Analysts’ target: $204.00).

electrical/electronic

Higher defense spending is benefiting them.  There is also great call for their cyber security.  It is fully valued but he is sticking with it at this time.  (Analysts’ target: $204.00).

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$186.140
Owned Owned
Yes

PARTIAL SELL
Raytheon(RTN-N) 

November 16, 2017

A very solid US defence company. Probably one of the stronger subsectors within defence. They are one of the leaders in the missile defence systems. If he had owned this for the last year, he would probably take half his position off.

electrical/electronic

A very solid US defence company. Probably one of the stronger subsectors within defence. They are one of the leaders in the missile defence systems. If he had owned this for the last year, he would probably take half his position off.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$184.270
Owned Owned
No

PAST TOP PICK
Raytheon(RTN-N) 

November 7, 2017

(A Top Pick June 13/17. Up 16%.) Had strong bookings this past quarter, and everything looks just fine. The 2 areas he really likes are missile and cyber, and this company is involved in both. With the US trying to encourage the rest of the world to catch up on defence spending, the space has been well bid, and this one is only a 6% premium to the group.

electrical/electronic

(A Top Pick June 13/17. Up 16%.) Had strong bookings this past quarter, and everything looks just fine. The 2 areas he really likes are missile and cyber, and this company is involved in both. With the US trying to encourage the rest of the world to catch up on defence spending, the space has been well bid, and this one is only a 6% premium to the group.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$186.800
Owned Owned
No

HOLD
Raytheon(RTN-N) 

October 26, 2017

Has a terrific free cash flow yield. It is a defence contractor. If you own, you’ve done really well. As long as international governments are not relying on the US to defend them, it seems there is going to be a lot of defence buying by countries such as Japan.

electrical/electronic

Has a terrific free cash flow yield. It is a defence contractor. If you own, you’ve done really well. As long as international governments are not relying on the US to defend them, it seems there is going to be a lot of defence buying by countries such as Japan.

electrical/electronic
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$181.860
Owned Owned
Unknown

DON'T BUY
Raytheon(RTN-N) 

September 19, 2017

A defence stock which has done very well. 30% to 40% would be a pretty good description of the appreciation of this whole basket of defence stocks. Personally, he would shy away. There is a bit of a bid under the stocks because of what is happening in North Korea and that Pres. Trump is very much a hawk and wants to bolster defence spending. But you have to be very, very careful about valuation, and not buy at the end of a trend.

electrical/electronic

A defence stock which has done very well. 30% to 40% would be a pretty good description of the appreciation of this whole basket of defence stocks. Personally, he would shy away. There is a bit of a bid under the stocks because of what is happening in North Korea and that Pres. Trump is very much a hawk and wants to bolster defence spending. But you have to be very, very careful about valuation, and not buy at the end of a trend.

electrical/electronic
Gordon Reid

President, GoodReid Investment ...

PricePrice
$183.250
Owned Owned
No

BUY on WEAKNESS
Raytheon(RTN-N) 

September 12, 2017

For a long-term hold? Defence is a sector that she wants to gain some exposure in. However, defence is a little ahead of itself. Trading at very high multiples. They’ve all had really good runs.

electrical/electronic

For a long-term hold? Defence is a sector that she wants to gain some exposure in. However, defence is a little ahead of itself. Trading at very high multiples. They’ve all had really good runs.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$182.500
Owned Owned
Unknown

BUY on WEAKNESS
Raytheon(RTN-N) 

August 22, 2017

Trump’s speech last night may have drawn our attention to defense stocks.  This company makes all kind of interesting electronic products.  The stock is a little ahead of itself at this point and so he would not buy it now.  A number of his clients told him not to buy this for ethical reasons – no weapons manufacturers!

electrical/electronic

Trump’s speech last night may have drawn our attention to defense stocks.  This company makes all kind of interesting electronic products.  The stock is a little ahead of itself at this point and so he would not buy it now.  A number of his clients told him not to buy this for ethical reasons – no weapons manufacturers!

electrical/electronic
David Baskin

President, Baskin Wealth Manage...

PricePrice
$179.220
Owned Owned
Unknown

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