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Pentagon plans to quadruple production - billion-euro opportunity for US defense stocks

$RTX (-0,18%)
$LMT (+1,11%) . $BA (-1,28%)
$NOC (+0%)

Good morning, my dears,

Yesterday, the Minister of War invited his generals from all over the world to a meeting.

This was certainly not just about domestic policy.

As it appeared to the outside world.

In the spring, everyone was still pouncing on the European defense companies, and hardly anyone wanted the US stocks, even at good valuations.

Even here, my words were "You can't do it without the USA". But I hardly took the opportunity myself.

Although in hindsight it was also good to buy up my existing US stocks during the small 🍊 crash.


Dear all, which US defense companies do you think are worth buying in terms of growth and valuation?


Hundreds of missiles used up in the Middle East and the spectre of China breathing down our necks: The US defense industry is said to be ramping up like never before. For investors, this could set off a price rocket.


US arms industry to massively increase missile production.


Pentagon demands doubling or quadrupling of production.


Geopolitical tensions drive demand for armaments.


You can find the full article under the link ⬇️


https://www.wallstreet-online.de/nachricht/19979931-raketen-rausch-pentagon-produktion-vervierfachen-milliarden-chance-us-ruestungsaktien

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7 Comentários

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I'm currently invested in the classic way at $LMT, but $RTX and $NOC are definitely interesting. I'm leaning towards $RTX and am waiting for a small setback....
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@Wuestenschiff
Good plan. RTX can hardly keep up with production now. Because the Europeans need Patriot missiles.
Lockead had good news yesterday about several orders from the Pentagon
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Lockheed has almost more turnover than market capitalization. 😅
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$RTX and/or $KTOS would be my picks.
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@All-in-or-nothing
I wanted to buy Kratos a few weeks ago, but I think the rating is pretty high.
Then I got into AeroVironment, although the rating here is no better. 🙈🙈
I find kratos very exciting.
$LHX I also find it exciting, also because of the satellite production.
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@Tenbagger2024 I had chosen Kratos at the beginning of the year and wanted to analyze it more deeply. Then I had a stressful time, lost sight of it and well. You can now see the result at Kursverlauf🤷🏼‍♂️😂. In my opinion, Kratos is particularly interesting because of the hypersonics and the UAV area.
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@All-in-or-nothing
I know the problem. Somehow, new exciting companies keep popping up.
I'm now thinking about adding $REVG to my portfolio for $PAL.
Because I also find Rev very exciting. They are also very broadly positioned in the defense sector, but also in the public sector. That means you are well diversified.
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