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Thanks for the presentation. The multiples also look quite good.
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@Tenbagger2024 Gladly :) also something for me as a dividend fan.
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@Max095
And did you find an armor value?
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@Tenbagger2024 No, not yet. But I now prefer $LMT because of the rating
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@Max095
It's really difficult to say.
Lockheed doesn't have quite as high a growth rate, of course. And it didn't win the contract for the new fighter jet. Have you done some research here?
What do you think of Airbus, which has defense and civil aviation.
You could also take a look at Safran.
Among US companies, I also find $LHX and $CW interesting.
Take a look at the smaller companies such as $MILDEF.
Was $ESLT not for you?
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@Tenbagger2024 $MILDEF looks really interesting. Perhaps $DRO would also be exciting in the long term (very risky 🙈).
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$GD
What do you think about growth and dividend yield?

https://defence-network.com/gdels-chef-wir-verstehen-uns-als-trendsetter/
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