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16 June 2021
09:04 hour

Why it's time for investors to go on the defense

CNN Money Top Stories

08/02/2021 - 22:45

Howard Marks, co-chairman of Oaktree Capital, explains why investors should start treading lightly.


READ THE FULL ARTICLE ON CNN MONEY TOP STORIES

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  1. United States Durable Goods Orders Ex Defense (25/02/2021 - Trading Economics)
    Durable Goods Orders Ex Defense in the United States increased to 2.30 percent in January from 1.40 percent in December of 2020. Durable Goods Orders Ex Defense in the United States averaged 0.32 percent from 1992 until 2021, reaching an all time high of 25.50 percent in July of 2014 and a record low of -19.70 percent in August of 2014. Durable Goods Orders Excluding Defense refer to new orders placed with manufacturers for delivery of hard goods in the future excluding defense orders. This page provides the latest reported value for - United States Durable Goods Orders Ex Defense - plus previous releases, historical high and low, short-term forecast and long-term prediction, economic calendar, survey consensus and news.
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  2. Thoughts on defense stock positions? (14/02/2021 - Reddit Stocks)
    As an investor I'm very ignorant on the defense sector. I believe there has been a good thesis for stability and growth, however. 1) is this still true today? 2) are the recommended tickers I can research further? 3) if you hold defense positions today: why? Whats your purpose and goal for those positions?   submitted by   /u/PantsMicGee [link]   [comments]
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  3. Defense stocks help (23/02/2021 - Reddit Stock Market)
    What are opinions on defense stocks like Raytheon Lockehead Martin and Boeing? Im a young investor looking to invest long term. I’ve been really looking at Raytheon especially the dividend but I’ve never invested in a defense stock before. I’m trying to diversify my portfolio but i have no ideas where to begin to look in the industry. All news I see is stuff on the news is how about a plane blew up or an engine failed and next you see the stock drop significantly. I may be misinformed that’s just what I’ve heard. Are defense companies worth investing in the long run. Do companies like these normally grow well and perform well?   submitted by   /u/Cooper-N [link]   [comments]
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  4. question about defense stocks (19/05/2021 - Reddit Stocks)
    so recently my portfolio as a whole has been in the red with the exception of Raytheon ( I bought at 66 currently it's around 85 dollars a share). Defense-related stocks as a whole been doing pretty well (Lockheed etc). My question is why is this the case? According to researchers, we are living in the most peaceful time in history. Why are defense-related companies doing so well in this environment? source:https://www.bbc.com/news/av/entertainment-arts-20208505 ( my portfolio: raytheon, google,apple, Paypal, Paysafe, Cresco Labs, and Starbucks)   submitted by   /u/beast934 [link]   [comments]
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  5. Thoughts on defense stocks? (14/03/2021 - Reddit Stocks)
    I feel like defense stocks have a good potential, especially with Biden in office. I'm still new and I currently only paper trade so you shouldn't take advice from me but I think the military-industrial complex will prosper in the next few years.   submitted by   /u/Machstrategist [link]   [comments]
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  6. : Apple lawyer pushes back on anticompetition claims ahead of company’s defense next week (14/05/2021 - Market Watch)
    Before Epic Games Inc. put the finishing touches on its historic antitrust case against Apple Inc. on Friday, the iPhone maker offered a preview of what should be a vigorous defense next week.
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  7. : Babcock shares soar more than 37% on defense giant’s plan to cut 1,000 jobs and shed businesses (13/04/2021 - Market Watch)
    Shares in defense giant Babcock International leapt more than 37% on Tuesday after it announced a $2.3 billion, one-off write-down and plans to streamline its business.
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  8. Key Words: Trump defense lawyer blasts second impeachment trial as ‘constitutional cancel culture’ (12/02/2021 - Market Watch)
    Former President Donald Trump's defense team makes its case on Friday in his second impeachment trial, after House managers presented their arguments earlier in the week.
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  9. India-US Talks: Focus on expansion of military and defense ties, shared values and information sharing (20/03/2021 - Financial Express)
    The joint statement talked about the steps to implement bilateral defense pacts such as Logistics Exchange Memorandum of Agreement (LEMOA), Communications Compatibility and Security Agreement, and Basic Exchange and Cooperation Agreement (BECA).
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  10. : Apple v. Epic: Tim Cook offers strong defense of App Store (21/05/2021 - Market Watch)
    Apple Inc. Chief Executive Tim Cook offered a strong defense of the App Store in federal court early Friday to rebuff Epic Games Inc.'s claims that the digital platform is a monopoly.
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  11. Capitol Report: Biden’s budget outline calls for new health agency and 16% rise in non-defense, discretionary spending (09/04/2021 - Market Watch)
    The Biden White House takes the wraps off its fiscal 2022 discretionary spending proposal, with the budget outline calling for a new health agency as well as a 16% increase in non-defense outlays.
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  12. India-US talks: Interoperability, CATSAA, Indo-Pacific Region and other issues to be the focus of talks with Lloyd Austin (19/03/2021 - Financial Express)
    The Indo-Pacific Region, Afghanistan, interoperability, growing Chinese presence, pending defense deals and wide range of regional and multilateral issues are topping the agenda of the meeting between the new US Defense Secretary Lloyd Austin and defence Minister Rajnath Singh.
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  13. Defense sector and war stocks are a long game due to the lack of resolutions in international conflict; also inflation protection. (15/06/2021 - Reddit Stocks)
    I believe that due to pride of people and the lack of human kindness, like the Israeli palestine on both sides conflict for example, we won't see any resolve of any sort. US politics dividing so immensely also marks a major turning point that will drive conflict. Defense sectors are phenomenal during inflation because the added stress on the economy drives the war machine in order to save economic circumstance and "resolve grievances". I hate to say it and hate to have to do it but I'm long defense sector KTOS and Lockheed. I wish we could see peace but people aren't ready for it. They're too idiotic to solve things with a handshake and will raise fists instead. I believe in the long term of these companies due to the lack of modern day decency between cultures and people's. I hope one day i can short the fuck out of these companies permanently but I don't see that happening until people learn to grow the fuck up.   submitted by   /u/jagerade [link]   [comments]
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  14. VSE nabs $37.5M in new federal and defense contract awards (20/04/2021 - Seeking Alpha)

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  15. Cisco Systems bags $1.18B defense IT contract (14/06/2021 - Seeking Alpha)

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  16. Oshkosh Defense nabs $942.9M contract from U.S. Army (04/06/2021 - Seeking Alpha)

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  17. Vislink bags $3.8M order from U.S. Department of Defense (15/06/2021 - Seeking Alpha)

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  18. Trades betting on US/China conflict? (26/03/2021 - Reddit Stocks)
    Tension between the US and China over Taiwan seem to be starting to boil over this year. To start the year China changed its policy to allow their coast guard to fire on foreign vessels within its territorial waters (e.g. Taiwan) and still be considered "self-defense". Just today, Taiwan and the US signed a coast guard cooperation deal. It seems we're at a point now where all it'll take is one patriotic CCP coast guard captain to fire on a Taiwanese vessel to spark a wider conflict. I'd like to hedge against this risk in my portfolio. Other than the obvious buys (RTX, defense) are there other trades I'm missing? Disclosure: I'm long RTX.   submitted by   /u/lolkkthxbye [link]   [comments]
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  19. BTC TOWER DEFENSE $ (24/05/2021 - Reddit Stock Market)
      submitted by   /u/checksnchill [link]   [comments]
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  20. Ritchie Bros. extends support of U.S. Department of Defense (11/03/2021 - Seeking Alpha)

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  21. Retractable Technologies gains on contract with Department of Defense (25/05/2021 - Seeking Alpha)

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  22. Airbus heads of defense, technology units set to step down (12/04/2021 - Seeking Alpha)

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  23. CACI bags $12.6B Defense Intelligence Agency contract (21/04/2021 - Seeking Alpha)

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  24. BAE Systems secures $325.53M Defense Logistics Agency contract (07/05/2021 - Seeking Alpha)

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  25. Raytheon gets second criminal subpoena in defense contracts probe (28/04/2021 - Seeking Alpha)

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  26. LendingClub stock pares decline after Wedbush defense (26/03/2021 - Seeking Alpha)

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  27. Biden order set to ban 59 Chinese tech and defense companies (03/06/2021 - Seeking Alpha)

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  28. Northrop Grumman secures $3.93B Missile Defense Agency contract (23/03/2021 - Seeking Alpha)

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  29. Lockheed Martin secures $3.69B Missile Defense Agency contract (23/03/2021 - Seeking Alpha)

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  30. DoD missile defense pact defeat 'could endanger Boeing's leadership' (25/03/2021 - Seeking Alpha)

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  31. Leonardo DRS estimates IPO price at up to $22 a share, valuing defense firm at some $3B (15/03/2021 - Seeking Alpha)

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  32. GE defense business 'consistently missing targets,' bearish analyst says (03/06/2021 - Seeking Alpha)

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  33. Lockheed Martin secures multiple defense contract modifications (12/03/2021 - Seeking Alpha)

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  34. iShares U.S. Aerospace & Defense ETF declares quarterly distribution of $0.3154 (25/03/2021 - Seeking Alpha)

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  35. SAIC secures ~$200M Defense Intelligence Agency contract (19/04/2021 - Seeking Alpha)

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  36. Perspecta bags $38M contract for Defense Manpower Data Center (24/02/2021 - Seeking Alpha)

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  37. iShares U.S. Aerospace & Defense ETF declares quarterly distribution of $0.1886 (10/06/2021 - Seeking Alpha)

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  38. Lockheed Martin secures $610.47M Missile Defense Agency contract (01/04/2021 - Seeking Alpha)

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  39. Ault Global pops on $3.0M order from defense and aerospace customer (10/03/2021 - Seeking Alpha)

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  40. Exro Technologies reversing losses after short report defense, upgrade (03/03/2021 - Seeking Alpha)

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  41. Will the George Floyd verdict affect prison, personal defense stocks? (21/04/2021 - Seeking Alpha)

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  42. Raytheon Technologies secures $243.25M Missile Defense Agency contract modification (21/04/2021 - Seeking Alpha)

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  43. Biden order bans investment in dozens of Chinese defense and tech firms (03/06/2021 - Investing.com)

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  44. Raytheon advances after raising outlook, cites defense backlog and travel recovery (27/04/2021 - Seeking Alpha)

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  45. Perspecta bags contract from Defense Information Systems Agency worth $201M (12/03/2021 - Seeking Alpha)

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  46. Morningstar upgrades Palantir to Buy with price-target of $25 (12/05/2021 - Reddit Stocks)
    https://www.morningstar.com/articles/1039009/palantir-proves-solutions-are-resonating-growth-ahead Palantir Proves Solutions Are Resonating, Growth Ahead We are raising our fair value estimate for the narrow-moat company. We are raising our fair value estimate for narrow-moat Palantir Technologies (PLTR) to $25 from $24 after its first-quarter results left us more bullish about its long-term prospects. While we do not expect GAAP profitability for years, we believe Palantir is prudently investing in ramping up its business to land a wider breadth of organizations from various industries, sizes, and geographic locations. Palantir constitutes a minuscule amount of overall U.S. defense spending and has an embryonic commercial customer base; however, once Palantir’s solutions are installed, we believe organizations can become reliant on its products. With shares trading around $19 in intraday trading, we believe investors have upside to capture in this disruptor. Palantir’s revenue growth of 49% year over year topped our already aggressive expectations, thanks to resounding results in the government vertical and strong broad-based expansion within the U.S. Government revenue was the bright spot, growing 76% year over year. U.S. government business grew by 83%, led by defense and pandemic-related use cases. We do not believe Palantir’s non-defense government segment will fizzle out after businesses reopen, as we think the company is proving its software capabilities during a time of crisis, which can open the door and lead to proliferation across other government entities working to harness their data. Commercial sales rose 19% and were impacted by certain geography lockdowns, although U.S.-based commercial growth increased 72% year over year. With Palantir’s push to modularize its offerings and expand its sales reach, commercial opportunities within the U.S. and U.K. increased by 2.5 times and commercial pilots more than doubled since February. Alongside the strong top-line results and expectations of continued strength ahead, Palantir also posted 34% adjusted operating margin (up 200 basis points sequentially) and 44% adjusted free cash flow margin.   submitted by   /u/NineteenSixtySix [link]   [comments]
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  47. China-linked hackers targeted defense companies through Pure Secure flaw, says FireEye (20/04/2021 - Seeking Alpha)

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  48. Reed's Inc.(R) Expands Distribution With Defense Commissary Agency (27/04/2021 - Reddit Stock Market)
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  49. Abbott secures $255M defense logistics agency contract for BinaxNOW COVID-19 test (17/03/2021 - Seeking Alpha)

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