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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Fireball Dividend who wrote (23750)	12/20/2025 9:17:44 AM
From: Patsfan	3 Recommendations Recommended By chowder PW13A Smart_Asset Respond to of 23791

I have owned Raytheon since long before its merger with UTC acquiring my shares between 2013 and 2015. According to Fidelity the bulk of my shares were bought with a basis slightly over $25. Owning a pretty large position, its a cornerstone holding of my portfolio. Since I like owning stocks that I can buy and hold basically forever I can live with variations in valuation. I hope to eventually pass RTX down to my kids with a stepped up basis. GD has been an even better performer for me up 2,131.% since I acquired its now subsidiary Gulfstream Aerospace in 1997. Wouldn't consider selling my defense stocks. It's too hard finding long term buy and hold performers like these.

To: Fireball Dividend who wrote (23750)	12/20/2025 11:15:44 AM
From: chowder	Respond to of 23791

Re: RTX ... Their valuation doesn't appear to be that bad. According to Alpha Spread: The intrinsic value of one RTX stock under the Base Case scenario is 156.43 USD. Compared to the current market price of 182.01 USD, Raytheon Technologies Corp is ... Overvalued by 14%. If set up on dividend reinvestment, it's worth a Hold in my opinion. If I were going to add to it, it would be in small amounts. I don't own it, but if I did, I'd consider it a Hold unless you have a better idea on where to place the proceeds from a sale. 1 Year Chart: