I am retired and take educated guesses on all things financial.

November 11, 2006

November 11/12, 2006: Honor our troops/Aerodefense Stocks

to our armed forces, past and present, for allowing us to live free to pursue our
dreams, and to practice our interests and faith.And special thanks to my children and their spouses, five of whom are active duty military officers.Boo-yah!

Aerodefense stocks: Recommended for consideration: BE Aerospace (BEAV),Boeing (BA)-thanks to the ongoing Airbus fiasco,Dyncorp (DYN),Embraer (ERJ),Goodrich (GR),L-3 Communications (LLL),and Precision Castparts (PCP).I have previously recommended all of these in past posts. These stocks will continue to prosper with the new Congress, the withdrawl from Iraq and budget parsing by our liberal friends in Congress, because the threats to our national security are real,increasing and will be met by technology superiority.

Recent contracts awaded included Boeing's 1.68b South Korean AWACS deal.FedEx cancelled Airbus orders and went with Boeing for 30 B777s worth 3.48b. Northrup (NOC) won a 2.1b contract for Essex and LPD warships. LLL is the frontrunner for the 900m HELIX system, LLL is also the frontrunner for the USAF/Army Joint Cargo Aircraft,the Army JTRS contract and the 3.5b Army linguist contract.

I do not recommend Northrup at this time in spite of their large military contract order.

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