Value, Growth At A Reasonable Price, Dividend Investing, Long Only
Contributor Since 2015
I am a 30-year-old father of three, recently medically retired US Marine. I began investing with my retirement in mind and have enjoyed the learning curve. I enjoy writing for Seeking Alpha to share my ideas and create discussions with fellow investors. I firmly believe that investing should be made more approachable to the masses and strive to keep my articles simple yet informative. Being on a "fixed" but stable income and lone "breadwinner" in the house creates interesting dynamics and greatly impacts my investing approach. I currently hold in no particular order:
AAPL, DIS, MO, MKRS, CGNX, T, VCLT, EDV, XAR, TAIL, AGX, FENY.
DISCLAIMER: I am not an investing professional. As a result, anything that I write should not be taken as investment advice as it is my personal opinion at the time. In addition, I am not your fiduciary nor do I understand your personal financial situation. Please perform your own due diligence on any potential investment decisions.
The defense sector has been on a tear lately. After the election of Donald Trump and the promise of doing away with the sequestration multiples are expanding and what looked expensive two weeks ago now looks like a bargain. I want to dig deeper into this when I get time, but for now here is a little preview.
Below is a simple table with some basic metrics on Lockheed Martin (LMT), Boeing (BA), BAE Systems (OTCPK:BAESY), General Dynamics (GD), Raytheon (RTN), Northrop Grumman (NOC), Huntington Ingalls (HII), United Technologies (UTX).
|P/E||P/CFL||DIV %||5 YR DGR|
|BAESY||17.05||22.75||2.99%||N/A (UK CO)|
So there it is, simple, down and dirty. If I had to make a snap decision I'd land on LMT or BA based on the P/CFL, solid dividends, and above average dividend growth rate. LMT is more of a pure play but Boeing has the commercial jet market where Airbus (OTCPK:EADSY) is pretty much their only competition today, not a bad industry really.
I'll write a more comprehensive article, hopefully this week, but with the industry moving at breakneck speeds (relative to past price movement), I figured a snapshot would be helpful for some.
Anasazi, this one was for you. I appreciate your comments and always driving the conversation.
Disclosure: I am/we are long RTN, BAESY.