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Very exciting to read! Thanks for the effort!
It would also be interesting to see a comparison with the US companies, which, in contrast to "our" European defense companies, have lost a lot of ground in recent months.
It would also be interesting to see a comparison with the US companies, which, in contrast to "our" European defense companies, have lost a lot of ground in recent months.
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@Mister_ultra
Hello dear, you're right, I was looking at $RTX earlier.
Trump still wants to make savings on armaments. And it's difficult to say to what extent the US arms industry will be burdened here. Even if Europeans are also rearming and ordering from US companies. Look at how defense software has suffered. Such as $BAH or $CACI.
Hello dear, you're right, I was looking at $RTX earlier.
Trump still wants to make savings on armaments. And it's difficult to say to what extent the US arms industry will be burdened here. Even if Europeans are also rearming and ordering from US companies. Look at how defense software has suffered. Such as $BAH or $CACI.
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@Mister_ultra With pleasure! I hold a large part of my portfolio in US defense stocks. The corrections are worth buying in many places, in my opinion.
Trump's/Musk's "radical" budget cuts materialize as 8% per year at best. Even that is not yet through and in the long term Congress is more inclined to increase military spending (China!).
However, we will see distortions in the awarding of contracts, for which candidates such as $LMT or $RTX are excellently positioned.
You have to remember that many defense companies have order books that are full for years!
It is highly questionable whether European companies will be able to meet the strong demand in this country themselves.
Trump's/Musk's "radical" budget cuts materialize as 8% per year at best. Even that is not yet through and in the long term Congress is more inclined to increase military spending (China!).
However, we will see distortions in the awarding of contracts, for which candidates such as $LMT or $RTX are excellently positioned.
You have to remember that many defense companies have order books that are full for years!
It is highly questionable whether European companies will be able to meet the strong demand in this country themselves.
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@Tenbagger2024 In my eyes, it's totally crazy that a Republican wants to save money on armaments.
You always wonder what the rest of the party is thinking. They all have enough connections, lobbyists and the like.
I've also had Booz Allen on my watch list for a long time, maybe they'll be buying soon :)
@BigMo Your insights are very exciting! Do you have any professional connection to the defense industry or where does your interest or strong weighting in these companies come from?
You always wonder what the rest of the party is thinking. They all have enough connections, lobbyists and the like.
I've also had Booz Allen on my watch list for a long time, maybe they'll be buying soon :)
@BigMo Your insights are very exciting! Do you have any professional connection to the defense industry or where does your interest or strong weighting in these companies come from?
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@Mister_ultra My interest in the arms industry has developed over many years, the more I have dealt with geostrategic developments. (Tip: Peter Zeihan)
In addition, my wife is Ukrainian by birth 😉
In addition, my wife is Ukrainian by birth 😉
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@BigMo understood and therefore of course absolutely understandable (even if unfortunately!).
Until now, my motto for armaments has always been: buy the biggest one (Lockheed) and one more (I opted for Northrop), because that's where the numbers looked best years ago. Of course, it was all before 2022.
I'll have to get to grips with the industry in detail soon (even if I'm happy with my two)
Until now, my motto for armaments has always been: buy the biggest one (Lockheed) and one more (I opted for Northrop), because that's where the numbers looked best years ago. Of course, it was all before 2022.
I'll have to get to grips with the industry in detail soon (even if I'm happy with my two)
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@Mister_ultra
The South Korean arms industry is benefiting enormously right now. Does anyone here have any tips?
The South Korean arms industry is benefiting enormously right now. Does anyone here have any tips?
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