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.
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.
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.
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.
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)
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)
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)
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)
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.
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.
(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.
(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.
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.
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.
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.
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.
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 2
Total Signals / Votes : 5
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, 5 stock analysts published opinions about GD-N. 3 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..
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..
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.
5 stock analysts on Stockchase covered General Dynamics Corp. In the last year. It is a trending stock that is worth watching.
On 2020-06-01, General Dynamics Corp. (GD-N) stock closed at a price of $147.72.
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.