Europe is catching up and also has very good companies such as Rheinmetall, KMW, Leonardo, SAAB, Thyssen Krupp, Dassault, RR, Kongsberg, Diehl, Helsing, etc. I think in the long term we will have a strong defense sector and also expand it. The Europeans will also buy more often in Europe. The last few months have shown that the USA is not necessarily a reliable partner. I'm not invested in any defense companies, the stocks have all done too well for me.
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@Transporter
Hello my dear,
In contrast to the European defense stocks, I still see potential in the US companies due to the valuations.
Hello my dear,
In contrast to the European defense stocks, I still see potential in the US companies due to the valuations.
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@Tenbagger2024 I feel the same way, US companies - especially $LMT - are currently in a very good buy zone! I'm invested myself, especially because of the Patriot missile system! The European defense companies have been running a bit too hot the last few months 😉
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@BavarianLion
Absolutely, and it has just been emphasized once again that the USA delivers what the Europeans and NATO order. There is no way around the USA.
Absolutely, and it has just been emphasized once again that the USA delivers what the Europeans and NATO order. There is no way around the USA.
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•@Tenbagger2024 I've been thinking about buying into $RTX for a while, but the stock is a bit expensive at the moment, in my opinion! But I have a much too long watchlist anyway 😅
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@BavarianLion
I think we will see another correction. Perhaps there will then be another buying opportunity.
I think we will see another correction. Perhaps there will then be another buying opportunity.
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•@Tenbagger2024 My price alert for RTX is at 115€! But I'm currently on the verge of opening a position at $V, I find the price very interesting at the moment 🙂
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@BavarianLion
You can't go wrong with Visa in the long term
You can't go wrong with Visa in the long term
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•@Tenbagger2024 I wasn't actually referring to the share prices of the companies, but to the statement that Europe will no longer be so dependent in the medium term and will therefore have to buy fewer weapons from the USA. That is not yet possible, but it will be soon. We are already building very good tanks, for example, and we are also doing well in drone development. We probably have major deficits in air defense, but capacities are also developing there. Iris T is a very good system, and we will certainly be able to produce a Patriot-like system in the next decade.
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@Tenbagger2024 I think so too! I think there's still potential for the next 5-10 years... 📈
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•@Transporter
And the Israeli Elbit $ESLT also plays a certain role. Also in terms of defense systems
And the Israeli Elbit $ESLT also plays a certain role. Also in terms of defense systems
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