25

General Dynamics Corp. (GD-N)

ON STOCKCHASE SINCE Oct 2004

transportation equip & components

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General Dynamics Corp.
GD-N

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Signal	Opinion	Expert
PAST TOP PICK	General Dynamics Corp.(GD-N) April 10, 2019 (A Top Pick Apr 16/18, Down 21%) Still owns and likes it. All the defence stocks have pulled back, so this is now attractive at 14x forward earnings.They make nuclear subs for the government and a refurbishment program will last years. They also make executive Gulfstream jets. transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick Apr 16/18, Down 21%) Still owns and likes it. All the defence stocks have pulled back, so this is now attractive at 14x forward earnings.They make nuclear subs for the government and a refurbishment program will last years. They also make executive Gulfstream jets. transportation equip & components 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $169.380 Owned Yes

PAST TOP PICK	General Dynamics Corp.(GD-N) March 12, 2019 (A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week. transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week. transportation equip & components 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $168.770 Owned Yes
HOLD	General Dynamics Corp.(GD-N) September 5, 2018 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. transportation equip & components 0 0 0 0 0 0 comments	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. transportation equip & components 0 0 0 0 0 0 comments Alex Ruus Portfolio , Arrow Capital Manage... Price $193.980 Owned Unknown
BUY	General Dynamics Corp.(GD-N) May 8, 2018 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. transportation equip & components 0 0 0 0 0 0 comments	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. transportation equip & components 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $199.620 Owned Yes
TOP PICK	General Dynamics Corp.(GD-N) April 16, 2018 Likes the defence side of their business, because the U.S. defence budget is going up. They have a duopoly on submarines which are being replaced now. In aerospace, they produce the Gulfstream business jet, which will enjoy growth with demand. (Analysts' price targe $249.29) transportation equip & components 0 0 0 0 0 0 comments	Likes the defence side of their business, because the U.S. defence budget is going up. They have a duopoly on submarines which are being replaced now. In aerospace, they produce the Gulfstream business jet, which will enjoy growth with demand. (Analysts' price targe $249.29) transportation equip & components 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $218.400 Owned Yes
TOP PICK	General Dynamics Corp.(GD-N) March 8, 2018 Defense name. They also manufacture the Gulf Stream which is the gold standard in business jets. Defense spending is going up in the next couple of years. The business jet side is also improving. Yield of 1.6%. (Analysts’ price target is $246.68) transportation equip & components 0 0 0 0 0 0 comments	Defense name. They also manufacture the Gulf Stream which is the gold standard in business jets. Defense spending is going up in the next couple of years. The business jet side is also improving. Yield of 1.6%. (Analysts’ price target is $246.68) transportation equip & components 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $229.950 Owned Yes
BUY on WEAKNESS	General Dynamics Corp.(GD-N) February 6, 2018 Has recently risen from 150 to over 200. This combines the defense sector in the US, which has been on fire, with the aviation sector, which has also done very well. Sees the rise as being based more on the rise in the sector than on company-specific events. It is difficult to see how this stock can move forward without moving back. It’s not extremely expensive, trading at 19-20 times earning. Would be cautious about buying at this time. Can buy a small position today or wait for a further pullback. transportation equip & components 0 0 0 0 0 0 comments	Has recently risen from 150 to over 200. This combines the defense sector in the US, which has been on fire, with the aviation sector, which has also done very well. Sees the rise as being based more on the rise in the sector than on company-specific events. It is difficult to see how this stock can move forward without moving back. It’s not extremely expensive, trading at 19-20 times earning. Would be cautious about buying at this time. Can buy a small position today or wait for a further pullback. transportation equip & components 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $212.460 Owned Unknown
PAST TOP PICK	General Dynamics Corp.(GD-N) February 2, 2018 (A Top Pick March 13/17. Up 20%.) ROIC 15%+ for 20 years and now 20%. A technology play backed by the U.S. government. Valuation good plus decent dividend. This is a classic return on invested capital. transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick March 13/17. Up 20%.) ROIC 15%+ for 20 years and now 20%. A technology play backed by the U.S. government. Valuation good plus decent dividend. This is a classic return on invested capital. transportation equip & components 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $221.720 Owned Unknown
COMMENT	General Dynamics Corp.(GD-N) August 3, 2017 A US defensive stock? To a large extent, you have missed a lot of it. They are not cheap. His choice would be this or Boeing (BA-N), which has the commercial side, but also has defence. transportation equip & components 0 0 0 0 0 0 comments	A US defensive stock? To a large extent, you have missed a lot of it. They are not cheap. His choice would be this or Boeing (BA-N), which has the commercial side, but also has defence. transportation equip & components 0 0 0 0 0 0 comments John Stephenson President , Stephenson & Company... Price $199.330 Owned Unknown
WAIT	General Dynamics Corp.(GD-N) August 1, 2017 This has had a great run. It has done really well since Mr. Trump was elected in November. He would stay away over the next 3 months. We are coming up to the US debt ceiling limit in the fall, and it is going to be very interesting to see what happens. One of the worst places to be, could be defence stocks. The stock did really well over the past year, so it is really expensive now. transportation equip & components 0 0 0 0 0 0 comments	This has had a great run. It has done really well since Mr. Trump was elected in November. He would stay away over the next 3 months. We are coming up to the US debt ceiling limit in the fall, and it is going to be very interesting to see what happens. One of the worst places to be, could be defence stocks. The stock did really well over the past year, so it is really expensive now. transportation equip & components 0 0 0 0 0 0 comments Alex Ruus Portfolio , Arrow Capital Manage... Price $196.530 Owned Unknown
PAST TOP PICK	General Dynamics Corp.(GD-N) May 18, 2017 (A Top Pick March 13/17. Up 1%.) A defence company, and primarily technology oriented. Trump supporting a stronger military is kind of a bonus. transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick March 13/17. Up 1%.) A defence company, and primarily technology oriented. Trump supporting a stronger military is kind of a bonus. transportation equip & components 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $192.640 Owned No
COMMENT	General Dynamics Corp.(GD-N) May 9, 2017 A US defence stock that is likely to perform well in the next year? Defence stocks have started to perform well. Pres. Trump’s promise to rebuild the military and taking on ISIS is certainly good for the sector. She doesn’t really invest in the stocks that will harm people, but what she has read indicates General Dynamics (GD-N) and Raytheon (RTN-N) would be a good way to play it. transportation equip & components 0 0 0 0 0 0 comments	A US defence stock that is likely to perform well in the next year? Defence stocks have started to perform well. Pres. Trump’s promise to rebuild the military and taking on ISIS is certainly good for the sector. She doesn’t really invest in the stocks that will harm people, but what she has read indicates General Dynamics (GD-N) and Raytheon (RTN-N) would be a good way to play it. transportation equip & components 0 0 0 0 0 0 comments Jennifer Radman VP & Sr. P, Caldwell Investment ... Price $196.590 Owned No
TOP PICK	General Dynamics Corp.(GD-N) March 13, 2017 Has liked this for many years. Its been a very good consistent performer. In technology of aerospace and communication systems which will go into tanks and airplanes, which is where military spending is going. Trump gave it an even bigger boost. Dividend yield of 1.8%. (Analysts’ price target is $205.50.) transportation equip & components 0 0 0 0 0 0 comments	Has liked this for many years. Its been a very good consistent performer. In technology of aerospace and communication systems which will go into tanks and airplanes, which is where military spending is going. Trump gave it an even bigger boost. Dividend yield of 1.8%. (Analysts’ price target is $205.50.) transportation equip & components 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $191.560 Owned No
PAST TOP PICK	General Dynamics Corp.(GD-N) January 13, 2017 (A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name. transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name. transportation equip & components 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $177.890 Owned No
BUY	General Dynamics Corp.(GD-N) November 22, 2016 Defence is a theme he has been focused on for about 2 years. Technically the group has broken out. Defence companies are the only ones that never tell you what is coming next. There is a built-in optionality for the things that they are developing, but they are secret. Coming into the election, we knew that either candidate would be spending more money on defence. transportation equip & components 0 0 0 0 0 0 comments	Defence is a theme he has been focused on for about 2 years. Technically the group has broken out. Defence companies are the only ones that never tell you what is coming next. There is a built-in optionality for the things that they are developing, but they are secret. Coming into the election, we knew that either candidate would be spending more money on defence. transportation equip & components 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $170.180 Owned Unknown

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