An interesting space. Up this month. Something like Lockheed Martin might be less expensive. GD hasn't performed as well as Lockheed or Raytheon, so he likes those names a bit more.
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.
How to analyze this company? GD is a complex company, but look at the industry: What are threats from new competition? Disruption from the consumer side? How is it successful in their industry? Who are the sector leader(s)? What is the relative valuation? GD is a global leader in military aerospace. They own Gulf Stream (which competes with Bombardier). U.S. defense stocks have done very well and have run up, so he would hold most of them now. So, buy them on a pullback.
She recentl bought this. 25-30% of revenues come from aerospace. They also make the Gulfstream, a high-end business jet. This stock has done well for the past two years, but had a Q1 pullback, so now is a good time to enter. Trump increased the defence budget, so this will benefit this company over the next few years. They also make business jets which are finally recovering. Good earnings and visibility.
General Dynamics Corp. is a American stock, trading under the symbol GD-N on the New York Stock Exchange (GD). It is usually referred to as NYSE:GD or GD-N
In the last year, 1 stock analyst published opinions about GD-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for General Dynamics Corp..
General Dynamics Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for General Dynamics Corp..
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1 stock analyst on Stockchase covered General Dynamics Corp. In the last year. It is a trending stock that is worth watching.
On 2022-05-23, General Dynamics Corp. (GD-N) stock closed at a price of $216.7.