With the elections around the corner and John (Rambo) McCain as a candidate, it’s a good idea to be long military stocks, especially with Russia getting all besides themselves with their low-end tanks in the Caucuses.
In short, once upon a time, “The Fly” was thoroughly versed in the industrial-military complex. I have vast experience in buying/selling the names, dating back to the Civil War (“The Fly” was a stock broker in all of his previous lives).
I like the unmanned aircraft producers, which include ARGON ST, Inc. [[STST]] and AeroVironment, Inc. [[AVAV]] . Some of the big dogs produce unmanned aircrafts too, but it represents a small portion of overall revenue.
In addition, I like all of the big players, which include: General Dynamics Corporation [[GD]] , Lockheed Martin Corporation [[LMT]] , Alliant Techsystems Inc. [[ATK]] , L-3 Communications Holdings, Inc. [[LLL]] and Northrop Grumman Corporation [[NOC]] .
Some niche/marginal players include:
FLIR Systems, Inc. [[FLIR]] , Force Protection, Inc. [[FRPT]] , Ka0man Corporation [[KAMN]] , TransDigm Group Incorporated [[TDG]] , American Science & Engineering, Inc. American Science & Engineering, Inc. American Science & Engineering, Inc. [[ASEI]] , Esterline Technologies Corporation [[ESL]] , Ceradyne, Inc. [[CRDN]] , HEICO Corporation [[HEI]] and Textron Inc. [[TXT]] , who is also a producer unmanned aircrafts.
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I was against it….no for it…..
damn, I can’t remember.
Ok how about this… If the military machine will contribute to my cause, I’ll be for it.
http://www.rationalenquirer.org/features/portfolio/
Home of “The Perpetual War Portfolio”. Wish I could take credit for thinking of it first….
Ya’ll don’t greedy now, Yah hear?
Still negative on MLM (Martin Marietta)? They make some fine missles.
MLM will get smashed.
What do you think of RTN?
Whats wrong with this picture – refiners (VLO, FTO) are lower with lower oil prices (and predictions of lower prices to come)? Is demand weakening that much – can’t believe that – I think they might be signaling a bottom in oil – anyone got thoughts?
Oh yeah I forgot to mention the tropics, Gapping brings up the areas of tropical disturbances – NOAA likes their own terms. UNG getting to seasonal low here
I think JBLU is a major short here. Its run up to resistance and is on falling volume. If oil spikes up at all then look out. Also hurricanes are picking up somewhat.
just tell us who makes nukes, cause the next war is gonna be a nukular one.
Nookala?
Fly, do you have any Israeli defense firms you’re high on?
Bennet Sedacca
01:43:09 PM
Who is the next troubled regional???
Last quarter I focused on Keycorp (KEY), National City (NCC) and Fifth Third (FITB) as disaster candidates.
My new favorite is Zions Bancorp (ZION), via puts.
They have a real problem. They tried to float $200 million in preferreds at 9 1/2% and got $47 million done.
The company’s debt, when you can get a bid, trades +970 to Treasuries.
And oh yeah, S&P downgrades it and yet the company says it is going to raise core capital and maintain its dividend.
Right.
I recall lots of other regionals and GSE’s saying the same thing.
Target. $5-10.
VNBC
I go on vacation, and this is what I come back to? Where is my $150 oil?
No wonder I never go on vacation.
Merlin says, “Poof, your BAK puts are money!”
Thats BAC, for you fricking losers.
Well done Wood.
Everything went super positive for FXP at 15:00 yesterday.
Could not get in this morning it already was up. Oh well thats what you get when you try to be smart. I was just as happy for the FLY. Go FLY bank that coin!!!
Watch Barry Ritholtz talk about asshat factory known as the financials. LoL
http://finance.yahoo.com/tech-ticker/article/47121/Street-Fight-Analysts-Battle-Over-the-Bottom-in-Financials?tickers=wb,mer,blk
And on the Dow and “The Bottom”
http://finance.yahoo.com/tech-ticker/article/47134/Sucker's-Rally-Alert-Dow-Going-Below-10000;_ylt=AhqLM6RK_JaPUfsEeCH3OTe7YWsA?tickers=^dji,^gspc,^ixic
Your theory is based on the fact that John (Rambo) McCain will win, so what does one buy if Obama (the Appeaser) wins?
The uptick rule is for pussies.
Gapping… Continental also a very good short candidate here… in a very clear trend channel going back to the beginning of 2007… bumping up against the top of the channel and the 200 day in the same spot.
I know, I know… chart chompers…