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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (49136)1/31/2013 11:01:29 PM
From: E_K_S  Read Replies (2) of 78995
 
Re: Lockheed Martin Corporation (LMT)

Do you still consider Lockheed Martin Corporation (LMT) as a short (or at least over valued) at current levels? You liked it as a short on 8/15/2012 at $89.40/share and actually would of made a few dollars (2.9%) on that position.

I am looking at this one as a long term value buy. The dividend of 5.2% is pretty good. The company's annual net income to long term debt is low at only 2.3X. With a Forward PE of 9.5, that a pretty compelling value for the current price.

The one major program that may be scaled back if the F-35 program. From what I know about the company, many of their other more "stealth" programs will continue. Specifically their missile defense division will actually be growing from what I hear from managers here in Sunnyvale.

I have never owned the company but did work for them for years at their Palo Alto research labs. The company is one of a kind and will always be in business just for National Security.

The company is priced below both it's 200 day MA and 50 day MA so one is not entering a new position at highs (like many other value stocks).

I am thinking of starting a small tracking position but thought you might have an opinion on the company.

Not sure if anybody else follows this stock Lockheed Martin Corporation (LMT) but maybe there are others that might want to comment on this stock.



EKS
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