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Defense Stocks Vulnerable To Spending Cuts (GD, RTN, LMT, ARX, AVAV)

Posted by Jason Smith at 11:44AM on January 4th

As a new Congress prepares to get to work, it appears that few spending programs will be safe from reductions and that includes one that previously would been an unthinkable area for pared spending: defense. The Pentagon could announce up…

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Consolidation Ahead of One Last 2010 Push? (JEF, RTN, APSG, T, QCOM, BPL, CYD, ARTW)

Posted by Geoff Seiler at 4:44PM on December 20th

It was another mixed day on Wall Street, something investors seem to have seen a lot of lately, not only this month but also this entire year. While the Santa Claus rally hasn’t gained a lot of steam recently, the…

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Deutsche Bank Weighs In On Aerospace and Defense Stocks (BEAV, GD, OSIS, LDSH, MOG.A, LLL, COL, RTN, NOC, LMT, BA, GR)

Posted by Jason Smith at 3:22PM on June 8th

Deutsche Bank is bullish on the aerospace and defense sector, citing build rates for large aircraft and positive earnings drivers in the defense segment, but the firm is cautious on weapons production firms ahead of expected spending cuts Department of…

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