General Dynamics Corp.

GD-N

NYSE:GD

159.50
6.64 (4.00%)
General Dynamics Corporation is an American aerospace and defense multinational corporation formed by mergers and divestitures. It is the world's fifth-largest defense contractor based on 2012 revenues.
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Analysis and Opinions about GD-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 30, 2020

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.

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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.

DON'T BUY
DON'T BUY
December 30, 2019
Raytheon has been the winner in defence this year. GD, though, has no growth; their backlog fell in the last quarter. But aerospace revenues were up and they improved their margin. Combat systems revenue was up 14%. IT down 11%. Guidance hasn't changed vs. peers who expect the government to increase spending. Ethically, he isn't in this sector--he doesn't want to own arms and weapons. GD is in the middle of the pack.
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Raytheon has been the winner in defence this year. GD, though, has no growth; their backlog fell in the last quarter. But aerospace revenues were up and they improved their margin. Combat systems revenue was up 14%. IT down 11%. Guidance hasn't changed vs. peers who expect the government to increase spending. Ethically, he isn't in this sector--he doesn't want to own arms and weapons. GD is in the middle of the pack.
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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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.

BUY
BUY
October 9, 2019
They are in defence and business jets. They're not recession-proof, but their customers are rich who will continue to buy in a recession. The price is attractive now. Trades at a low 15x forward earnings.
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They are in defence and business jets. They're not recession-proof, but their customers are rich who will continue to buy in a recession. The price is attractive now. Trades at a low 15x forward earnings.
BUY
BUY
September 16, 2019
They just scored a big, new contract, and will do well in the long term.
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General Dynamics Corp. (GD-N)
September 16, 2019
They just scored a big, new contract, and will do well in the long term.
PAST TOP PICK
PAST TOP PICK
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.
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(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.
PAST TOP PICK
PAST TOP PICK
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.
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(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.
HOLD
HOLD
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.

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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.

Alex Ruus

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Price
$193.980
Owned
Unknown
BUY
BUY
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.

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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.

TOP PICK
TOP PICK
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)

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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)

TOP PICK
TOP PICK
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)

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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)

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

Matt Kacur

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Price
$221.720
Owned
Unknown
COMMENT
COMMENT
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.

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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.

WAIT
WAIT
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.

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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.

Alex Ruus

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Price
$196.530
Owned
Unknown
Showing 1 to 15 of 30 entries

General Dynamics Corp.(GD-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 7

Stockchase rating for General Dynamics Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

General Dynamics Corp.(GD-N) Frequently Asked Questions

What is General Dynamics Corp. stock symbol?

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

Is General Dynamics Corp. a buy or a sell?

In the last year, 7 stock analysts published opinions about GD-N. 5 analysts recommended to BUY the stock. 2 analyst recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for General Dynamics Corp..

Is General Dynamics Corp. a good investment or a top pick?

General Dynamics Corp. was recommended as a Top Pick by Stan Wong on 2020-01-30. Read the latest stock experts ratings for General Dynamics Corp..

Why is General Dynamics Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is General Dynamics Corp. worth watching?

7 stock analysts on Stockchase covered General Dynamics Corp. In the last year. It is a trending stock that is worth watching.

What is General Dynamics Corp. stock price?

On 2020-02-28, General Dynamics Corp. (GD-N) stock closed at a price of $159.5.