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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (50738)2/1/2013 12:12:57 AM
From: Paul Senior2 Recommendations  Read Replies (1) of 78462
 
LMT. Once I enter the defense sector, I don't see where LMT has any better prospects than the other primes. If somebody's looking to buy LMT, it's not obvious to me that LMT company or stock is any better than GD, RTN, NOC. I'd almost rather go with BA where headlines have described grounding of its new planes. Maybe BA stock might rise when (if) the battery issued is fixed.

I don't trust the continuation of the dividend for any of these defense stocks. Jmo. I've seen too many such companies in the past lose contracts, lay off people, reduce and restructure.
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