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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (73157)	7/25/2023 2:15:40 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78958

re RTX - joined you with a starter position at $83. I think RTX operations are diverse enough to overcome issues in one business (P&W) and I definitely want more defense plays in my portfolio (only own LHX right now). Stock isn't cheap, but this is a quality business that has opportunities for growth with long runways.

To: Paul Senior who wrote (73157)	7/25/2023 5:17:53 PM
From: Grommit	Respond to of 78958

GD is another def company to consider. Gnl Dynamics. A good mix of business and decent profit growth. Their website makes it hard to get a feel for the organization (everything not in one place), but orders for combat systems and munitions are at a 8 year high (ukraine effect?). Press releases show plenty of contract wins and backlog is steady. I own GD and LHX. GD is lower risk than RTX with similar PE and dividend. ### WEBSITE ### A small recent clip: Significant awards for the defense segments included more than $1.1 billion to produce and support Abrams tanks, Stryker combat vehicles and other armored vehicles for the U.S. Army and partner nations, including Poland and Colombia; $285 million, with a maximum potential value of $1.3 billion, to expand production of 155mm artillery projectile parts, plus $255 million for various other munitions and ordnance; an Air Force IDIQ service contract with maximum potential value of $4.5 billion between two awardees; $130 million, with a maximum potential value of $1.7 billion, to provide flight simulation and training services to the Army; $260 million from the U.S. Navy for maintenance and modernization of two amphibious ships and a destroyer; and $400 million for several key classified contracts. An old news for their boat business: GROTON, Conn. (May 23, 2023) General Dynamics Electric Boat, a business unit of General Dynamics (NYSE: GD), announced today it has been awarded a $1.076 billion contract modification from the U.S. Navy to provide long-lead-time material and advanced construction for Virginia-class fast-attack submarines.

To: Paul Senior who wrote (73157)	7/26/2023 7:29:03 AM
From: Elroy	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to of 78958

There is news out somewhere that the Chinese have approved the MXL-SIMO acquisition. SIMO is $89 pre-market. If true, and MXL actually moves forward, SIMO will get about $103 of value (based on MXL at $25, their pre-market price) by Aug 7th. I first bought SIMO in 2008, and loaded up on it in 2011. It's the investment that allowed me to retire rather than go back to work after getting downsized in 2008. It's the end of an era for me. And now.......if this goes through I'm going to need some "new stock" ideas.....