Q: Can you please compare and contrast these two companies? KTOS has great momentum which makes sense. AVAV had the same until its capital raise a week or so ago. If someone wanted a growth tilted investment in the defence sector with an eye to Trump's bill would you choose one over the other and why? What would your entry point be for both?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Lockheed Martin Corporation (LMT $421.17)
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Northrop Grumman Corporation (NOC $569.74)
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AeroVironment Inc. (AVAV $272.88)
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Kratos Defense & Security Solutions Inc. (KTOS $59.77)
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Teledyne Technologies Incorporated (TDY $555.89)
Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!
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The Boeing Company (BA $233.06)
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GE Aerospace (GE $271.59)
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Lockheed Martin Corporation (LMT $421.17)
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Northrop Grumman Corporation (NOC $569.74)
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AeroVironment Inc. (AVAV $272.88)
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Axon Enterprise Inc. (AXON $735.01)
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Kratos Defense & Security Solutions Inc. (KTOS $59.77)
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Woodward Inc. (WWD $257.26)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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RTX Corporation (RTX $156.88)
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Leonardo DRS Inc. (DRS $48.44)
Q: Hi,
Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?
Gratefully,
Jacques IDS
Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?
Gratefully,
Jacques IDS
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Lockheed Martin Corporation (LMT $421.17)
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Northrop Grumman Corporation (NOC $569.74)
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CAE Inc. (CAE $39.28)
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Palo Alto Networks Inc. (PANW $203.27)
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Zedcor Inc. (ZDC $4.16)
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Axon Enterprise Inc. (AXON $735.01)
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Kratos Defense & Security Solutions Inc. (KTOS $59.77)
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Woodward Inc. (WWD $257.26)
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CrowdStrike Holdings Inc. (CRWD $467.92)
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Leonardo DRS Inc. (DRS $48.44)
Q: Further to Stuart’s recent question on European defense spending, I’m also interested in the security theme. I recently purchased Axon in the belief police spending will be ramped up going forward. Do you have some suggestions for me to investigate in the areas of security/defense for the following: police, computers, military. Perhaps a couple of companies in each area as your top choices. I realize you have covered companies such as Raytheon extensively through the years but this theme hasn’t been on my radar until recently. Unfortunately, it seems to be increasingly significant going forward.
Thanks so much for your guidance in these challenging times.
Thanks so much for your guidance in these challenging times.
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Lockheed Martin Corporation (LMT $421.17)
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Northrop Grumman Corporation (NOC $569.74)
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AeroVironment Inc. (AVAV $272.88)
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Kratos Defense & Security Solutions Inc. (KTOS $59.77)
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L3Harris Technologies Inc. (LHX $269.28)
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RTX Corporation (RTX $156.88)
Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks
Thanks
Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.
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The Boeing Company (BA $233.06)
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Lockheed Martin Corporation (LMT $421.17)
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Northrop Grumman Corporation (NOC $569.74)
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AeroVironment Inc. (AVAV $272.88)
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Volatus Aerospace Inc. (FLT $0.58)
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Kratos Defense & Security Solutions Inc. (KTOS $59.77)
Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.
As drones become more ubiquitous which manufacturer[s] do you think will lead the way?
What are the best pick & shovel company's to bet on in the drone gold rush?
Thank you.
As drones become more ubiquitous which manufacturer[s] do you think will lead the way?
What are the best pick & shovel company's to bet on in the drone gold rush?
Thank you.
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Baylin Technologies Inc. (BYL $0.27)
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Invitae Corporation (NVTA)
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Kratos Defense & Security Solutions Inc. (KTOS $59.77)
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Unity Software Inc. (U $32.77)
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Coinbase Global Inc (COIN $391.66)
Q: Hello,
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you
Q: What is your opinion of KTOS security going forward. Cathie Wood has been a recent purchaser of the stock. Thank you for in depth analysis.