Aerospace and Defense

  • The F-35 Folly

    By Andrew Campbell - February 20, 2013

    The F-35 Folly: How Our Own Fighter Jets are Killing Us
    by Andrew Campbell

    I want to tell you a story about political dysfunction in Washington.

    Say hello to the F-35 Joint Strike Fighter program.

    The F-35 joint strike jet fighter is the costliest weapons programs in human history, with each plane costing $90 million and the project taking more than a decade to complete.

    The price more »

  • Corporate Baby-slapping

    By Edmund Dantes - February 18, 2013


    A minor but interesting article in today's news.  A corporate executive is on a plane next to a woman with a baby.  As the plane is landing, the pilot adjust the air pressure in the cabin for local conditions.  As is often the case, the baby, the change in pressure affect the baby with narrow pressure ducts in its ears, and the baby more »

  • 10 Stocks for 2013 - #10 - Boeing

    By Dave Zaegel - February 12, 2013 | Tickers: GD, LMT, NOC, RTN, BA

    At Fastball Financial, we've compiled a portfolio of 10 stocks for 2013 that provide:

    1. Diversification across industries and market caps
    2. Growth in some of the hottest themes and industries
    3. Sufficient stability and dividends to offset potential market losses

    Thus far, we've named these nine stocks to the portfolio:

    • Intuitive Surgical
    • Apple
    • F5 Networks
    • Starbucks
    • Chipotle
    • Lululemon
    • Kinder Morgan Energy
    • eBay
    • Bank of the Ozarks

    For our 10th and more »

  • How Will the Sequester Hit Defense Stocks?

    By Nate Wooley - February 5, 2013 | Tickers: BAH, LLL, LMT, NOC | Editor's Choice

    So we're a little more than a month away from yet another round of Capitol Hill-induced economic chaos. I'm speaking of course, about the reappearing sequestration. The sequester is a set of automatically occurring cuts to federal spending that will hit both defense and social budget items. The idea was to make the cuts so horrible that the politicians on Capitol Hill would work hard to avoid them more »

  • United Technologies Looks to a Strong 2013 After a Transformative 2012

    By RJ Towner - January 24, 2013 | Tickers: UTX

    United Technologies (NYSE: UTX) posted mixed fourth-quarter results as it ended what we’d describe as a transformational year. The company scooped up aerospace supplier Goodrich and a larger stake in International Aero Engines (IAE) during 2012, two moves I applaud as both increase the firm’s exposure to a burgeoning commercial aerospace delivery advance in coming years.

    Sales during the quarter jumped 14% from the prior-year period, though organic more »

  • Lockheed Martin: What Will Defense Spending Mean for Shareholders?

    By Matthew Frankel - January 19, 2013 | Tickers: LMT, BA

    The world’s largest military weapons manufacturer, Lockheed Martin (NYSE: LMT), faces a somewhat uncertain future.  Over the past decade, the company has been a rock-solid investment; with several wars going on and ever-increasing defense spending, the company has been able to not only gradually increase shareholder value, but also build up a substantial dividend yield of just under 5%, which is one of the highest among large-cap stocks.  However more »

  • Alcoa's Guidance Bodes Well for Aerospace

    By RJ Towner - January 9, 2013 | Tickers: AA, BA, UTX

    Industrial stalwart Alcoa (NYSE: AA) reported solid fourth quarter results and relatively optimistic 2013 guidance. Revenue exceeded expectations, falling 2% year-over-year to $5.9 billion. Earnings, after excluding several one-off items, were $0.06, roughly in-line with consensus estimates and favorable compared to the same period a year ago.

    Upstream products continue to feel the pressure of weaker commodity pricing, which has obviously negatively impacted earnings. However, the company has more »

  • Defense Stocks Could Fall Off Fiscal Cliff

    By Tedra DeSue - December 10, 2012 | Tickers: GD, LMT, NOC, BA

    If you hold or intend to buy stocks in the defense sector, you are rightly concerned about the infamous fiscal cliff. No other industry stands to lose as much as the defense industry if President Obama and Congress fail to work out a plan to prevent the country from falling off the dreaded fiscal cliff.

    I came across a report released this week that shed a few more details about more »

  • Fiscal-Cliff Proof Your Portfolio With Frugality

    By John Macris - November 27, 2012 | Tickers: LMT, PPA, BA | Editor's Choice

    David Rosenberg, Chief Economist & Strategist at Gluskin Sheff, recently appeared on the 5 p.m. post-market trading segment of CNBC to express his views on the fiscal cliff and how one can position their portfolio based on monetary policy for the next several years. readers may take note that Gluskin Sheff is located north of the border—keep in mind Rosenberg held the top job at Merrill Lynch more »

  • Can This Small-Cap Government Contractor Weather the Storm?

    By Mike Steele - November 21, 2012 | Tickers: CUB, LLL, LMT, RTN, SAI | Editor's Choice

    Cubic Corporation (NYSE: CUB) had a summer full of foul weather.  The dark clouds formed in June with the death of their founder and CEO, Walter J. Zable at the age of 97.  The heavy rain swept in as accounting problems surfaced in August.  Still, the sun is peeking out this fall and the company's share price is up slightly since the start of 2012, as the federal and more »

  • On the Dividend Trash Pile: Defense Stocks

    By Reuben Brewer - November 8, 2012 | Tickers: GD, LMT, RTN | Editor's Choice

    Wall Street hates uncertainty and there is a good deal of it right now for the defense industry. Even if sequestration is avoided, there is a good likelihood that the industry will still see budget cuts. With that as a backdrop, however, three companies worth keeping an eye on are Lockheed Martin (NYSE: LMT), General Dynamics (NYSE: GD), and Raytheon (NYSE: RTN).

  • Industry Leaders in the Bargain Bin

    By Reuben Brewer - November 8, 2012 | Tickers: ARLP, LMT, BTU

    Every president has an agenda. President Barack Obama is no different. In fact, he's been quite clear about some of his thoughts from day one. For example, reducing defense spending and clean energy are two stated goals. For astute investors, the sell off following Obama's reelection can offer some contrarian buying opportunities in industry leading companies like Lockheed Martin (NYSE: LMT), Peabody Energy (NYSE: BTU), and Alliance Resource more »

  • Why “Drill, Baby, Drill” When You can “Print, Baby, Print?”

    By Robert Zimmerman - October 30, 2012 | Tickers: DDD, ADSK, DASTY.PK, GE, SSYS

    Many have profited, and continue to profit, from US oil and natural gas investments spurred by hydraulic fracturing.  Look at shareholders of Cabot Oil and Gas; their stock went up 10% in one day on a good earnings report.  Demand for oil and natural gas will persist for years and money will be made on it.  However, I believe the emerging technology of 3 dimensional printing could smoke oil and more »

  • International Appetite for US Defense Stocks is Still Strong

    By Edgar Ambart - October 12, 2012 | Tickers: AVAV, RTN, TXN, BA

    United States military expenditures account for 19% of our total federal spending and 28% of our revenues.  For 2012 our estimated defense budget is expected to be in the range of $1.0 - $1.4 trillion.  There is no question that when it comes to military spending, America still remains to be in the lead from China and Russia.  But our military strength sometimes forces investors to forget about the more »

  • It's Official! 3D Printing is Going Mainstream!

    By Robert Zimmerman - October 12, 2012 | Tickers: DDD, ADSK, GE, SSYS

    Or so says CNN.  In this video, CNN highlights another way 3D printing is expanding its presence in our everyday lives.  It's a nice video, but it doesn't do justice to this technology.  For example:

    General Electric (NYSE: GE) currently produces jet engine turbine blades with 3D printing and saves an estimated $25,000 per engine.  If GE builds its estimated 5850 jet engines in 2012, it will more »

  • Political Trend Investing-These Stocks Will Win if Romney Does

    By Adem Tahiri - October 10, 2012 | Tickers: ANR, ACI, CSX, GD, LMT, NSC, BTU, RTN, UNP | Editor's Choice

    Every four years in these beautiful United States we go to the polls and make a choice for who we think is the best person to lead our country. But who is best for your portfolio? So few people seem to make political analysis an integral part of their investing analysis. By that I don't mean generically "who will be best for the economy" or who will be the more »

  • Going Long at 30,000 Feet: The Case for Boeing

    By Asit Sharma - September 27, 2012 | Tickers: BA | Editor's Choice

    There's a moment I love during a long flight when you happen to glance out the window, and a glittering airplane wing suddenly darkens as the plane plows through thick clouds. If you're in a reflective mood, your perspective seems vastly increased versus the dull minutes you spent waiting on the ground, scrolling through messages or flipping through a magazine, annoyed with the limbo of the tarmac.
    Investing more »
  • Secular Themes - Investing in Business Jets

    By Justin Carley - July 31, 2012 | Tickers: GD, TXT

    Business jet usage and growth is one of my preferred long-term investing trends and recent results from industry leaders Textron (NYSE: TXT) and General Dynamics (NYSE: GD) highlight the bullish thesis.  I first highlighted Textron back in December 2011 with the stock price at $18.  It now resides at $25 following two consecutive blow-out earnings releases.  The bullish outlook essentially rests on the concept that the increasing number of ultra-wealthy more »

  • Boeing Pushing for Supply Chain Mergers

    By Tony Daltorio - July 16, 2012 | Tickers: EADSY.PK, GE, GKNLY.PK, BA, UTX

    The world's two biggest aircraft manufacturers – Boeing (NYSE: BA) and Airbus, owned by European Aeronautic Defense and Space Company EADS N.V. ADR (NASDAQOTH: EADSY.PK) – share a common problem in their supply chain. Both companies fear that weaknesses among smaller companies in the supply chain, particularly in aerostructures, could undermine their ambitious plans to sharply increase production of passenger jets in the years ahead. 

    The two companies combined more »

  • Defense Contractors Stare Down Fiscal Cliff

    By Daniel Ferry - July 2, 2012 | Tickers: GD, LMT, NOC, RTN, BA | Editor's Choice

    Lockheed Martin (NYSE: LMT), America's largest defense contractor, announced on Thursday that unless something is done soon to prevent automatic budget cuts to defense, it may be forced to issue tens of thousands of layoff notifications—mere days before the presidential election. The cuts will begin to take effect in January. Lockheed claims that, due to a law requiring companies to give 60 days notice for layoffs, it is more »

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