Raytheon Co. (RTN)

All Comments on RTN

  • commenter
    Peacelover
    Sep 24 11:01 AM
    13 Defense and Aerospace Stocks to Consider [view article]
    I totally disagree. With the US budget deficit ballooning as we bail out the financial sector, and as raising taxes is not popular, the only way is deal with an alarming budget deficit is to cut spending especially military spending. This is in particular true if Obam wins the elections. I would short the defense sector. Reply
  • commenter
    Rena@seeking
    alpha
    Sep 24 04:00 AM
    13 Defense and Aerospace Stocks to Consider [view article]
    mtp was correct, we had the wrong ticker up for Goodrich -- thanks for catching it, and the article should now reflect the correction. Reply
  • commenter
    defenseanaly
    st
    Sep 22 11:56 AM
    13 Defense and Aerospace Stocks to Consider [view article]
    First a correction...defense spending rose in the final two years of the Clinton administration and began its decline under Bush Sr.

    Don't believe that a democratic victory in november will not necessary mean a decline in defense spending. Also don't believe that a democratic congress will increase spending on defense just because a republican is in the white house. Defense stocks have declined because of the perception held by aerowain but the actual budget is likely to remain the same regardless of who wins. There was a point made in the recent spade investor newsletter, a freebie from the people who put out the spade defense index if you're not familiar with it, that any decline in spending regardless of who wins would wipe out the party in future elections in the aftermath of another terrorist incident. I can picture the political ads that would run for 10 or 20 years pushing this fact, and I imagine so can you. The money would obviously be spent in differing places but that might not be a bad thing. And with the U.S. budget and financial mess we are in, it will preclude an increase in defense spending that aerorick is highlighting under a mccain presidency. Don't get me wrong, I think defense (and aerospace) stocks are hugely undervalued at this point and have put money into PPA (the powershares ETF) but I think the reality of the earnings and revenues the company's post won't be that different regardless of the winner in the upcoming election.     Reply
  • commenter
    oldman
    Sep 22 10:07 AM
    13 Defense and Aerospace Stocks to Consider [view article]

    how could you fail to include the best of the best, Precision Castparts PCP, a rare gem?     Reply
  • commenter
    Aerorick
    Sep 22 08:36 AM
    My Website
    13 Defense and Aerospace Stocks to Consider [view article]
    Defense stocks should be bought today if, and only if, the purchaser believes Republicans retain the White House in six weeks. The Democratic candidate will, much as the incumbent from 1992-2000, gut the military budget which has roughly doubled the past seven years, excluding war-fighting supplements which bring total spending even higher. Deterring an increasingly outrageously behaving natural resource-fortified Russia, and ambiguous but nonetheless very real Chinese military power, will require a further 40-50% spending increase in real dollars over 6 years to 5-6% of GDP from 4.5% today, bringing annual spending to $700-750 billion in 2014, imputing 8-10% compound growth in contractor revenues and 12-14% per share earnings. A Democratic administration will follow an internationalist agenda focused on multilateral institutions and reduce spending toward the 2-3% of GDP of the mid-late 1990s, when the party last held power, imputing 5%-8% annual reductions in contractor revenues and 10-15% lower earnings as the cutbacks will fall disproportionately on weaponry and services. P/Es that today are roughly market multiples will rapidly jump 30%, or more, if McCain wins, while the market will be slower to cast an Obama victory as negatively as our analysis casts, hence a protracted sell-off as reported fundamentals climb into 2010 from the last Bush budget (FY09). We believe the odds favor the bull case, so we continue to recommend purchase of leading aerospace/defense shares such as GD, NOC, LLL, RTN, BA, COL, CW, MOG/A, GR and PCP, but will have more to say on November 5th. Reply
  • commenter
    mtp
    Sep 21 04:18 PM
    13 Defense and Aerospace Stocks to Consider [view article]
    not only do they not know that DRS is being sold to Finmeccanica, they also took the wrong Goodrich - try GR instead. do some homework before posting as well... Reply
  • commenter
    Old Flyer
    Sep 21 04:11 PM
    13 Defense and Aerospace Stocks to Consider [view article]
    A true expert.Does n ot seem to know DRS sale to an Italian company is in final stage. Reply
  • commenter
    thomas728
    Sep 10 07:06 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hey guy........where is WaMu ? Every portfolio needs a solid
    financial.

    Mr. Nygren     Reply
  • commenter
    Daniel
    Jacome
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    rossb
    Aug 24 09:09 AM
    My Website
    The Economic Cost of the Military Industrial Complex [view article]
    This waste MUST lead to social/economic collapse. Easily proven:

    Mathematics of Rule:
    www.nazisociopaths.org...

    Bill Ross
    (electronics design engineer)     Reply
  • commenter
    mycargets52m
    pg
    Aug 22 01:37 PM
    The Economic Cost of the Military Industrial Complex [view article]
    Point is, for all that spending, it is more luck and happenstance than anything else that we have not witnessed another terrorist attack in the US. Throughout the Cold War, and even now, the Russians were careful enough to calibrate their actions precisely to keep below the threshold that would have led to massive retaliation, so all the tools/toys at our disposal were quite pointless.

    How exactly did the investment in our nuclear submarine and carrier fleet prevent any of the attacks culminating in 9/11? And yet we are still building more of them, for instance the "George H.W. Bush". Funny, huh? A strong defense is vital, and the technology geek in me marvels at some of this stuff as much anybody, but even now, a single kayak paddling over from Canada could pack enough biological agent to wipe out Detroit. We're lucky any would-be terrorists aren't that bright after all.     Reply
  • commenter
    nyka
    Aug 21 05:58 PM
    My Website
    Financial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
    Make that Apple outpaces its competitors. Reply
  • commenter
    nyka
    Aug 21 05:56 PM
    My Website
    Financial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
    Apple outpaces it is customers???? At this point, you should have some notion that it with an apostrophe means IT IS. T Reply
  • commenter
    nyka
    Aug 21 05:53 PM
    My Website
    Financial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
    $60 billion...not $60 billion dollars. You already indicated that you're referring to dollars by including the dollar sign before 60 billion. Reply
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