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Strategies & Market Trends : Value Investing

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To: Brian Sullivan who wrote (63921)	5/3/2020 3:11:12 PM
From: Spekulatius	of 78744

Liking defense here. Bought some GD and also RHM.DE a week ago. Essential business. I also like Vivendi , a play on streaming using (Universal). I’d love to add some GS around $120. I think their marine business in particular will benefit from tensions with. China, which has aspirations in this area too. GD’s Gulfstream is a bit cyclical, but with airlines travel being iffy, I think they can keep selling these jets as an alternative to commercial air travel. Anyways, 4/5 of GD’s business is defense. Probably a good stock to sock away for the dividend and continued share shrinkage.

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