1Semana·

Get out

Unfortunately, the short and medium-term outlook no longer convinces me at all. Impending national military cuts, the loss of image due to Trump, Boeing!!! is snapping up the next generation.


I was actually fully convinced about a year ago. The product mix was just right. In between, my most successful share with +40%. The increasing competition in the space, air and drone business and the current political situation do not lead me to believe in an imminent recovery.


Out with about plus/minus zero.

21.03
Lockheed logo
Vendido x9 en 405,00 €
3645,00 €
2,74 %
10
5 Comentarios

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Aha, interesting approach. I'm considering topping up at this price, or at minus 20% tranche 2, with a dividend on top. For me a hold but not a sell. The maintenance contracts alone generate constant, calculable sales.
15
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@Smudeo but with further cancellations and their considerations also a bad outlook for the future.
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1Semana
@Smudeo I'm also staying in I'm still convinced of it in the long term only because there was a setback 😄 and above all the company doesn't just do military there's a lot more behind it I firmly believe it will come back up again
2
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1Semana
With the current global tensions, Lockheed will have no problem extending the already existing order backlog by another few years.
A buy for me.
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For me as a long-term investor, this is a good time to enter the market. I occasionally buy a few shares at less than €400.
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