Elbit Systems (ESLT-Q) Stock Predictions - Stockchase
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Elbit Systems (ESLT-Q)

ON STOCKCHASE SINCE Aug 2017

Defence contractor in Israel

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Elbit Systems

ESLT-Q

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Elbit Systems (ESLT-Q) SAVE Apr, 22, 2019, 7:06 pm

138.38 0.91 (0.65%)

About Elbit Systems (ESLT-Q)

Elbit Systems Ltd. is an Israel-based international defense electronics company engaged in a wide range of programs throughout the world. More at Wikipedia

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PAST TOP PICK
Elbit Systems(ESLT-Q) 

December 27, 2018

(A Top Pick Jan 03/18, Down 7%) It is in the defense business. It is a company he really likes and is a really long term holding. They are the largest producer in the world of drones. They have strong prospects.
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(A Top Pick Jan 03/18, Down 7%) It is in the defense business. It is a company he really likes and is a really long term holding. They are the largest producer in the world of drones. They have strong prospects.
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David Fingold

VP and Por, Dynamic Funds...

Price Price
$114.900
Owned Owned
Yes

PAST TOP PICK
Elbit Systems(ESLT-Q) 

June 18, 2018

(Past Top Pick, Aug.14, 2017, Down 6%) He's owned this for five years as a core holding. It's been sideways the past year for some reason, but sometimes that just happens. The last quarter, they had 11% backlog growth and announced a few acquisitions not yet in the numbers.

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(Past Top Pick, Aug.14, 2017, Down 6%) He's owned this for five years as a core holding. It's been sideways the past year for some reason, but sometimes that just happens. The last quarter, they had 11% backlog growth and announced a few acquisitions not yet in the numbers.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$120.920
Owned Owned
Yes

HOLD
Elbit Systems(ESLT-Q) 

February 21, 2018

Has something materially changed in their operations?  He is not aware of any changes that could be resulting in the stock declining in value and it trades near all-time highs.  Business continues to look good and military defence spending will continue to grow.   The founding shareholder holds a lot of the stock.  Israeli defence spending continues at a high percentage of GDP.  One third of their revenues are in cyber-security.  

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Has something materially changed in their operations?  He is not aware of any changes that could be resulting in the stock declining in value and it trades near all-time highs.  Business continues to look good and military defence spending will continue to grow.   The founding shareholder holds a lot of the stock.  Israeli defence spending continues at a high percentage of GDP.  One third of their revenues are in cyber-security.  

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$144.350
Owned Owned
Yes

TOP PICK
Elbit Systems(ESLT-Q) 

January 3, 2018

The world's largest producer of drones. They have the broadest product line, and the average drone globally is about 7 years old. They’re also the leader in software defined radios. They have a duopoly in fire controlled systems. About a 3rd of sales are in cyber warfare, both offensive and defensive.

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The world's largest producer of drones. They have the broadest product line, and the average drone globally is about 7 years old. They’re also the leader in software defined radios. They have a duopoly in fire controlled systems. About a 3rd of sales are in cyber warfare, both offensive and defensive.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$134.510
Owned Owned
Yes

COMMENT
Elbit Systems(ESLT-Q) 

October 24, 2017

Israel’s largest publicly traded defence contractor, and primarily involved in electronics. About a 3rd of sales is traditional military electronics, things like radars and software defined radios. About 1/3 sales are cyber, including cyber defence and offensive cyber weapons. Another 3rd are in unmanned systems, primarily unmanned aerial systems, where they are the world’s largest producer with the broadest product line. The average age of the drone is 7-10 years old. If you include only the drones that are used by the militaries outside of the US, the average age is a bit older, so expects there will be an upgrade cycle. On the electronics side, electronics has grown at twice the rate of the defence budget growth. This company is well positioned in terms of the segments it serves.

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Israel’s largest publicly traded defence contractor, and primarily involved in electronics. About a 3rd of sales is traditional military electronics, things like radars and software defined radios. About 1/3 sales are cyber, including cyber defence and offensive cyber weapons. Another 3rd are in unmanned systems, primarily unmanned aerial systems, where they are the world’s largest producer with the broadest product line. The average age of the drone is 7-10 years old. If you include only the drones that are used by the militaries outside of the US, the average age is a bit older, so expects there will be an upgrade cycle. On the electronics side, electronics has grown at twice the rate of the defence budget growth. This company is well positioned in terms of the segments it serves.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$151.220
Owned Owned
Unknown

COMMENT
Elbit Systems(ESLT-Q) 

October 24, 2017

Also likes Northrop Grumman and Raytheon, but would be careful about doing too much. In the case of Raytheon, part of the moat is that they have their own semiconductor foundry, which has allowed them to win share within radars. If they have a chip no one else has, that extends the power, range and reliability of radar. In the case of Northrop, so much of the backlog became classified that they were forced to classify the entire backlog. This is helpful, because classified backlog is the best thing to look for, for future growth. It is very well positioned in space. The Minuteman missiles are quite old and are going to be modernized.

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Also likes Northrop Grumman and Raytheon, but would be careful about doing too much. In the case of Raytheon, part of the moat is that they have their own semiconductor foundry, which has allowed them to win share within radars. If they have a chip no one else has, that extends the power, range and reliability of radar. In the case of Northrop, so much of the backlog became classified that they were forced to classify the entire backlog. This is helpful, because classified backlog is the best thing to look for, for future growth. It is very well positioned in space. The Minuteman missiles are quite old and are going to be modernized.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$151.220
Owned Owned
Unknown

TOP PICK
Elbit Systems(ESLT-Q) 

August 14, 2017

Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control systems. The final third is their cyber division which includes both offensive and defensive cyber which national security agents may need to deal with terrorist threats. Dividend yield of 1.3%. (Analysts’ price target is ILS 337.00.)

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Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control systems. The final third is their cyber division which includes both offensive and defensive cyber which national security agents may need to deal with terrorist threats. Dividend yield of 1.3%. (Analysts’ price target is ILS 337.00.)

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$151.220
Owned Owned
Yes

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