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


To: bruwin who wrote (74177)11/6/2023 12:04:32 PM
From: Spekulatius  Read Replies (2) | Respond to of 78753
 
On LHX - I agree it does not look that cheap, but my thesis is that they can improve the margins where they were in 2019. The COVID-19 induced inflation as well as the merger with L3 created margins pressure that they should be able to overcome. If LHX can’t fix the margins in 2-3 years, I will sell.



To: bruwin who wrote (74177)11/7/2023 7:04:35 PM
From: Sisyphus  Read Replies (1) | Respond to of 78753
 
Much obliged!