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 em € 405,00
€ 3.645,00
2,74%
10
5 Comentários

imagem de perfil
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
imagem de perfil
@Smudeo but with further cancellations and their considerations also a bad outlook for the future.
imagem de perfil
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
imagem de perfil
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.
imagem de perfil
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.
Participar na conversa