Quantcast

Posts related to ‘Defense’

The Daily Dividend: Money Made From Libya’s No-Fly Zone (RTN, LMT, BA, NOC, ATK)

Posted: March 21, 2011 at 11:01 am

It's time for "The Daily Dividend" at 11:00 AM and today's coverage is a bit different.  War is an awful thing to cover, particularly when you are talking about investing in ...
Read Full Story »

U.S. Defense Cuts Present A Huge Opportunity For The Chinese

Posted: January 19, 2011 at 12:54 pm

Defense Secretary Robert Gates won kudos earlier this month when he announced plans to slash $78 billion over 5 years from the Pentagon's budget and cut the size of the ...
Read Full Story »

Boeing’s 787 Dreamliner Faces 9th Delay (BA, EADSY)

Posted: January 18, 2011 at 11:06 am

When Boeing Co. (NYSE: BA) announces a delay for its long-awaited 787 Dreamliner, most of us check the date on the announcement to make sure we're not reading a press ...
Read Full Story »

ITT Follows Tyco & Fortune, The Great Break-Up (ITT, FO, TYC, TEL)

Posted: January 12, 2011 at 9:46 am

ITT Corporation (NYSE: ITT) after the same strategy recently announced by Fortune Brands Inc. (NYSE: FO) and what Tyco International Ltd. (NYSE: TYC) did in 2007.  The company is splitting ...
Read Full Story »

US Military Tanker Bids Nearing Completion? (EADSY, BA)

Posted: December 17, 2010 at 10:35 am

A process begun in 2000 might be coming to a close. European aircraft maker EADS (OTC: EADSY), builders of the Airbus planes, is readying its final bid to build a ...
Read Full Story »

Uncle Sam and the Deficit Manifesto

Posted: December 1, 2010 at 10:03 am

It was back in January, nearly a year ago, after the Congressional Budget Office released its 2010 budget when we called for the U.S. to adopt a Deficit Manifesto.  This ...
Read Full Story »

Korean-American ADR/ETFs React Sharply on New Military Skirmish (EWY, KF, KEF, PKX, KEP, SKM, ATK, RTN, LMT, SKOR)

Posted: November 23, 2010 at 10:30 am

War and the fear of war create uncertainty for financial markets.  If there is one place in the world that you can count on uncertainty rising from throughout the years ...
Read Full Story »

New Airline Security Rules: Govt or Industry to Pay? (DAL, LCC, AMR, UAL, LUV, JBLU, FDX, UPS)

Posted: November 2, 2010 at 9:51 am

The airline industry has recovered solidly from a string of losing quarters, but it now faces another issue brought on by the discovery last week of an explosive device in ...
Read Full Story »

Lockheed Martin To Keep Buying Its Own Stock (LMT)

Posted: October 25, 2010 at 8:28 am

Lockheed Martin Corporation (NYSE: LMT) is going to retire more stock.  The defense giant announced this morning that it has approved a new share repurchase program that will allow the ...
Read Full Story »

A Very Contrarian Defense Case (RTN, LMT, GD, NOC)

Posted: August 12, 2010 at 10:58 am

The defense sector has been under pressure as the future military spending is moving away from the giant expense items.  This week's news was that $100 billion is the target ...
Read Full Story »

Are Meteor Showers True Risks To Satellite Companies? (BA, DGI, GEOY, GILT, DISH, DTV, SIRI, HUGH, ICOG, IRDM, GSAT, ORBC, ORB, LORL)

Posted: August 11, 2010 at 6:11 pm

There is a low-probability event cresting today and tomorrow that could pose risks to businesses that rely upon the availability and operations of satellites in orbit.  This comes annually via ...
Read Full Story »

Northrop Closure Signals Troubled Times For Defense (NOC)

Posted: July 14, 2010 at 11:05 am

Northrop Grumman Corp. (NYSE: NOC) is outlining some of the larger issues in the defense and military spending sector.  The budget for many major defense programs is far less clear ...
Read Full Story »

Media Digest 7/2/2010

Posted: July 2, 2010 at 4:02 am

Reuters:   Maria Cantwell (D-WA) will support the Senate financial reform bill, giving Democrats a boost. Reuters:   Automakers had a setback in June, an indication that the industry is facing slow ...
Read Full Story »

A Surprise in Durable Goods

Posted: May 26, 2010 at 8:39 am

The Commerce Department released the most recent data on the highly volatile Durable Goods Report.  The April reading showed a gain of +2.9% versus a Dow Jones estimate of only ...
Read Full Story »

The Unusual Suspects (AIG, BIDU, BP, RIG, CSCO, DRWI, GGP, GS, ITA, MED, ROAC, SIRI)

Posted: May 9, 2010 at 9:31 am

The new list of Unusual Suspects for stocks to watch this coming week is out.  How can you pick out just over ten stocks to watch in the week ahead ...
Read Full Story »