Northrop Grumman

NOC-N

NYSE:NOC

379.97
3.81 (0.99%)
Northrop Grumman Corporation is an American global aerospace and defense technology company formed by Northrop's 1994 purchase of Grumman. The company was the fifth-largest defense contractor in the world in 2015.
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Analysis and Opinions about NOC-N

Signal
Opinion
Expert
BUY
BUY
January 13, 2020
Since last week, it might be a company you want to take a closer look at. The long term track record has been quite good. He would prefer BA systems because it has a BREXIT overhang on it.
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Northrop Grumman (NOC-N)
January 13, 2020
Since last week, it might be a company you want to take a closer look at. The long term track record has been quite good. He would prefer BA systems because it has a BREXIT overhang on it.
COMMENT
COMMENT
December 16, 2019

The defence sector has been weak, given political uncertainty in the U.S. NOC has a strong backlog though. He prefers General Dynamics. Valuations in this space are reasonable; there's value in this sector (and in healthcare).

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Northrop Grumman (NOC-N)
December 16, 2019

The defence sector has been weak, given political uncertainty in the U.S. NOC has a strong backlog though. He prefers General Dynamics. Valuations in this space are reasonable; there's value in this sector (and in healthcare).

BUY
BUY
May 22, 2019
This just broke above the 200 day average which is very positive. They have been increasing dividends and are buying back shares. The risk is what is the trajectory of the US defense spending budget. Lockheed Martin is another name that may be of interest in this sector.
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This just broke above the 200 day average which is very positive. They have been increasing dividends and are buying back shares. The risk is what is the trajectory of the US defense spending budget. Lockheed Martin is another name that may be of interest in this sector.
BUY WEAKNESS
BUY WEAKNESS
May 7, 2019
A hefty valuation, but they have no R&D expense, because the US government funds it. This needs a better entry point. This depends purely on defense spending and that has seen a big bump from Washington.
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A hefty valuation, but they have no R&D expense, because the US government funds it. This needs a better entry point. This depends purely on defense spending and that has seen a big bump from Washington.
DON'T BUY
DON'T BUY
November 2, 2018

The defense stocks are falling out of fears that the Democrats could take the House on the Tuesday U.S. Midterms and remove the defense budget. Trump is basically an arms dealer who insulates himself from the world while he sells arms to each other and kill each other while he walks away with all the money. NOC sales are up 23%, but they didn't hit on all segments, so investors got gunshy. Only 2 of their 4 subsidiaries are making money and growing at a good clip, but not the rest.

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Northrop Grumman (NOC-N)
November 2, 2018

The defense stocks are falling out of fears that the Democrats could take the House on the Tuesday U.S. Midterms and remove the defense budget. Trump is basically an arms dealer who insulates himself from the world while he sells arms to each other and kill each other while he walks away with all the money. NOC sales are up 23%, but they didn't hit on all segments, so investors got gunshy. Only 2 of their 4 subsidiaries are making money and growing at a good clip, but not the rest.

TOP PICK
TOP PICK
May 23, 2017

A $43 billion market value. In the fall, and leading up to November, there was a big run up in several sectors, one being the defence sector, with a view that there would be spending whether the Democrats or Republicans won. A lot of defence stocks have basically traded sideways for the last 4-5 months consolidating that initial gain. This is one of the companies that is trading very close to its highs. A big contractor in the strike bomber and the F35. They are the leader in drone technology. A Triton drone can replace 20 aircraft. Governments try to save money and they want what they can get from drone technology. They are now opened up to sell to the EU and Japan. Dividend yield of 1.6%. (Analysts price target is $260.)

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A $43 billion market value. In the fall, and leading up to November, there was a big run up in several sectors, one being the defence sector, with a view that there would be spending whether the Democrats or Republicans won. A lot of defence stocks have basically traded sideways for the last 4-5 months consolidating that initial gain. This is one of the companies that is trading very close to its highs. A big contractor in the strike bomber and the F35. They are the leader in drone technology. A Triton drone can replace 20 aircraft. Governments try to save money and they want what they can get from drone technology. They are now opened up to sell to the EU and Japan. Dividend yield of 1.6%. (Analysts price target is $260.)

BUY WEAKNESS
BUY WEAKNESS
November 29, 2016

A very high quality company. Great management. They’ve spent a lot of time over the past several years, buying back a lot stock. You have to look at this in line with the entire defence contractor space. All the stocks have had a big rally post the Trump election, as he focuses on bolstering the US defence Department. Feels valuation is probably full here, but he would keep this it on the radar. He would be a buyer on a selloff.

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Northrop Grumman (NOC-N)
November 29, 2016

A very high quality company. Great management. They’ve spent a lot of time over the past several years, buying back a lot stock. You have to look at this in line with the entire defence contractor space. All the stocks have had a big rally post the Trump election, as he focuses on bolstering the US defence Department. Feels valuation is probably full here, but he would keep this it on the radar. He would be a buyer on a selloff.

BUY WEAKNESS
BUY WEAKNESS
November 18, 2016

From the perspective of what has happened with Trump in the election, there has been a commitment to the industrial space and the defence space. He likes the name for that and would consider it. The stock is not overbought now; it is in the 70.5 RSI, but would probably let it calm down a bit and get back into the $230-$245 range.

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Northrop Grumman (NOC-N)
November 18, 2016

From the perspective of what has happened with Trump in the election, there has been a commitment to the industrial space and the defence space. He likes the name for that and would consider it. The stock is not overbought now; it is in the 70.5 RSI, but would probably let it calm down a bit and get back into the $230-$245 range.

PAST TOP PICK
PAST TOP PICK
April 7, 2016

(A Top Pick Jan 8/16. Up 8.21%.) This is basically a play on the industrial sector. The industrial sector tends to have a period of seasonal strength from the beginning of January through to May. The chart shows a long-term trend of moving higher.

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(A Top Pick Jan 8/16. Up 8.21%.) This is basically a play on the industrial sector. The industrial sector tends to have a period of seasonal strength from the beginning of January through to May. The chart shows a long-term trend of moving higher.

TOP PICK
TOP PICK
January 8, 2016

(His Top Pick stocks are still holding up as of present, but the big warning is the systemic risk that is involved with the market.) Industrial companies tend to do well between the end of January to May. You are looking for areas that are still performing well, and the only area that is seeing new orders increase above the seasonal average is the defence industry. The average gain for this, between the start of the year and the beginning of May, is 9.34%, and has been positive in 20 of the past 25 years. It also has long-term trend line support, and he has trend line support coming in at $170.

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Northrop Grumman (NOC-N)
January 8, 2016

(His Top Pick stocks are still holding up as of present, but the big warning is the systemic risk that is involved with the market.) Industrial companies tend to do well between the end of January to May. You are looking for areas that are still performing well, and the only area that is seeing new orders increase above the seasonal average is the defence industry. The average gain for this, between the start of the year and the beginning of May, is 9.34%, and has been positive in 20 of the past 25 years. It also has long-term trend line support, and he has trend line support coming in at $170.

BUY
BUY
May 22, 2002
Defense companies still have got legs. Cheap.
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Defense companies still have got legs. Cheap.
BUY WEAKNESS
BUY WEAKNESS
March 18, 2002
Military spending will be good fro the next few years. Buy on weakness.
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Military spending will be good fro the next few years. Buy on weakness.
Paul O'Neil

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Price
$108.750
Owned
Unknown
BUY
BUY
December 19, 2000
Prefers Boeing, Northrup or Lockheed over Bombardier at this time
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Northrop Grumman (NOC-N)
December 19, 2000
Prefers Boeing, Northrup or Lockheed over Bombardier at this time
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