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Strategies & Market Trends : Value Investing

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Sean Collett

Sisyphus

To: Spekulatius who wrote (74159)	11/6/2023 8:11:28 AM
From: bruwin	2 Recommendations Read Replies (2) of 78752

I'd like to say that I'm also Bullish on LHX and RTX, but they "don't tick my boxes" .... LHX :- IMO its SG&A expense is on the high side being ~65% of its Gross Profit. Has a lot of DEBT who's Expense is chewing up ~26% of Revenue left at EBITDA. Its Tax Rate is low which adds about 1% to its Bottom Line. Its FCF to Revenue IMO could be better seeing as folk here often say FCF helps to "counter LT Debt". Its ROE is not the best IMO. IMO its current share price is not in the "Buy" zone. LHX's share price is back to where it was nearly 3 years ago in Feb. 2021. Maybe this will be a "Support Level". But IMO one should keep an eye on its future Financials to gain confidence that its upward price move is "justified" .... RTX :- Has a lot of DEBT who's Expense is chewing up ~28% of Revenue left at EBITDA. Its Tax Rate is low which adds slightly its Bottom Line. Its FCF to Revenue IMO could be better seeing as folk here often say FCF helps to "counter LT Debt". Its ROE is poor IMO. IMO its current share price is not in the "Buy" zone. Like LHX, RTX's share price was, until very recently, back to where it was in early 2021. However, it's made a good up move during October of about 18%, passing up through a possible Support level at $80. One should maybe keep an eye on its upcoming Quarterlies to check whether the Financials are in line with that share price improvement .....

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