Raytheon

RTN-N

NYSE:RTN

231.24
1.01 (0.44%)
The Raytheon Company is a major U.S. defense contractor and industrial corporation with core manufacturing concentrations in weapons and military and commercial electronics.
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Analysis and Opinions about RTN-N

Signal
Opinion
Expert
BUY
BUY
January 22, 2020
US defence stocks have performed well, but will this continue? This chart wants to break-out and could happen if Trump is re-elected. A large, liquid defence name is worth owning. Don't wait for the UTC merger to happen to step in.
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Raytheon (RTN-N)
January 22, 2020
US defence stocks have performed well, but will this continue? This chart wants to break-out and could happen if Trump is re-elected. A large, liquid defence name is worth owning. Don't wait for the UTC merger to happen to step in.
BUY
BUY
January 20, 2020

UTX merger He owns Raytheon and this deal with UTX is a great combination. Before the merger, UTX will spinoff its elevator division--a taxable event for Canadian. For Canadians to lower this tax hit, buy Raytheon. Recommended. UTX may struggle a bit because of Boeing's 737 Max woes (UTX makes engines), but long-term aerospace looks healthy. There are 26,000 commercial planes now, but by 2030 there need to 35,000, outpacing GDP growth. Combined synergies will make this company powerful.

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Raytheon (RTN-N)
January 20, 2020

UTX merger He owns Raytheon and this deal with UTX is a great combination. Before the merger, UTX will spinoff its elevator division--a taxable event for Canadian. For Canadians to lower this tax hit, buy Raytheon. Recommended. UTX may struggle a bit because of Boeing's 737 Max woes (UTX makes engines), but long-term aerospace looks healthy. There are 26,000 commercial planes now, but by 2030 there need to 35,000, outpacing GDP growth. Combined synergies will make this company powerful.

PAST TOP PICK
PAST TOP PICK
January 20, 2020
(A Top Pick Jan 04/19, Up 35%) It's had a great run, so it's tricky to enter this. Generally, any stock you buy today is more likely to suffer a deeper pullback than a stock that's already enduring a 20% correction. We will get a 20% correction at some point--nobody knows when.
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Raytheon (RTN-N)
January 20, 2020
(A Top Pick Jan 04/19, Up 35%) It's had a great run, so it's tricky to enter this. Generally, any stock you buy today is more likely to suffer a deeper pullback than a stock that's already enduring a 20% correction. We will get a 20% correction at some point--nobody knows when.
BUY
BUY
January 17, 2020
He does not own it, but it is worth watching. Has 27% ROE, but is expensive on PE at 20 times. He would have no problem owing this here. Yield 2%
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Raytheon (RTN-N)
January 17, 2020
He does not own it, but it is worth watching. Has 27% ROE, but is expensive on PE at 20 times. He would have no problem owing this here. Yield 2%
COMMENT
COMMENT
December 2, 2019
UTS is splitting into pieces and one is coming into Raytheon. He likes the defensive as well as the commercial spaces they are in.
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Raytheon (RTN-N)
December 2, 2019
UTS is splitting into pieces and one is coming into Raytheon. He likes the defensive as well as the commercial spaces they are in.
COMMENT
COMMENT
November 29, 2019
Ethically, he doesn't own defence socks. However, Raytheon is the best of the group with a broader package. Demand is still there and government is still spending on defence.
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Raytheon (RTN-N)
November 29, 2019
Ethically, he doesn't own defence socks. However, Raytheon is the best of the group with a broader package. Demand is still there and government is still spending on defence.
TOP PICK
TOP PICK
November 27, 2019
Merging with United Technologies. Opportunity to grow at double the rate of the market, but will trade at a market multiple. Predictability in earnings, as it does business with government where budgets are pretty much fixed. Yield is 1.72%. (Analysts’ price target is $228.83)
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Raytheon (RTN-N)
November 27, 2019
Merging with United Technologies. Opportunity to grow at double the rate of the market, but will trade at a market multiple. Predictability in earnings, as it does business with government where budgets are pretty much fixed. Yield is 1.72%. (Analysts’ price target is $228.83)
BUY
BUY
October 16, 2019

GD vs. Raytheon Both are fine businesses. He owns both. GD has the business jet as well as their marine business (submarines for the US Navy); barrier to entry is strong. GD also has an IT division, a decent business. Raytheon makes missiles and well-positioned to sell to US allies; they also do electronic warfare.

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Raytheon (RTN-N)
October 16, 2019

GD vs. Raytheon Both are fine businesses. He owns both. GD has the business jet as well as their marine business (submarines for the US Navy); barrier to entry is strong. GD also has an IT division, a decent business. Raytheon makes missiles and well-positioned to sell to US allies; they also do electronic warfare.

COMMENT
COMMENT
October 8, 2019

It's his only defence name. They have low debt and anti-missile defence has a lot of demand worlwide. United Technologies will spin out other divisions and merge its aerospace division with Raytheon. He likes each company, but isn't convinced that combining them makes sense. The street is starting to warm up to the merger, but there will be noise around Raytheon for the coming year. Has good company fundamentals.

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Raytheon (RTN-N)
October 8, 2019

It's his only defence name. They have low debt and anti-missile defence has a lot of demand worlwide. United Technologies will spin out other divisions and merge its aerospace division with Raytheon. He likes each company, but isn't convinced that combining them makes sense. The street is starting to warm up to the merger, but there will be noise around Raytheon for the coming year. Has good company fundamentals.

BUY
BUY
September 18, 2019

General Dynamics? A defense stock, but also a hybrid. A good company, but Raytheon and UTX offer more breath--these two are merging. The combination (once they sell non-core businesses) will be a great industrial also involved in defense and cybersecurity. Trades at a good valuation.

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Raytheon (RTN-N)
September 18, 2019

General Dynamics? A defense stock, but also a hybrid. A good company, but Raytheon and UTX offer more breath--these two are merging. The combination (once they sell non-core businesses) will be a great industrial also involved in defense and cybersecurity. Trades at a good valuation.

Gordon Reid

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Price
$200.310
Owned
Unknown
COMMENT
COMMENT
September 17, 2019

This has only so far to run. Their merger will cap the share price. It will trade in a narrow band. The merger will likely go through and make it very competitive long term. He likes this and UTX (the merger company), but he sees more value in UTX after the merger.

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Raytheon (RTN-N)
September 17, 2019

This has only so far to run. Their merger will cap the share price. It will trade in a narrow band. The merger will likely go through and make it very competitive long term. He likes this and UTX (the merger company), but he sees more value in UTX after the merger.

WATCH
WATCH
September 6, 2019
Shorter term chart says yes, but the long term chart shows that they’ve had multiple problems. Would need to see it break through $200 to be a buyer.
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Raytheon (RTN-N)
September 6, 2019
Shorter term chart says yes, but the long term chart shows that they’ve had multiple problems. Would need to see it break through $200 to be a buyer.
COMMENT
COMMENT
August 22, 2019

They agreed to a merger with UTX-N and will form a really interesting industrial as they spin off OTIS, their carrier division, and have in the past spun off Goodrich. IIS with Raytheon is growing very, very rapidly. It is a very interesting opportunity.

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Raytheon (RTN-N)
August 22, 2019

They agreed to a merger with UTX-N and will form a really interesting industrial as they spin off OTIS, their carrier division, and have in the past spun off Goodrich. IIS with Raytheon is growing very, very rapidly. It is a very interesting opportunity.

BUY
BUY
August 20, 2019
A great company trading at a reasonable valuation. The United Technologies merger makes sense and enlarge the company a lot. 25% of their business is cybersecurity--where the next war will be fought. RTN is a leader in this space. This is a huge cash flow machine.
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Raytheon (RTN-N)
August 20, 2019
A great company trading at a reasonable valuation. The United Technologies merger makes sense and enlarge the company a lot. 25% of their business is cybersecurity--where the next war will be fought. RTN is a leader in this space. This is a huge cash flow machine.
PAST TOP PICK
PAST TOP PICK
August 13, 2019

(A Top Pick Aug 08/18, Down 1%) UTX-N is a diversified company in the aerospace, HVAC and elevator space. They will spin off some of these holdings and plan to merge with RTN-N. This may have caused some confusion in the investors mind. She thinks the some of the parts is worth more the share price today. She likes the reoccuring revenues that goes with the service contracts.

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Raytheon (RTN-N)
August 13, 2019

(A Top Pick Aug 08/18, Down 1%) UTX-N is a diversified company in the aerospace, HVAC and elevator space. They will spin off some of these holdings and plan to merge with RTN-N. This may have caused some confusion in the investors mind. She thinks the some of the parts is worth more the share price today. She likes the reoccuring revenues that goes with the service contracts.

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