Chandler Lutz

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The Bear Market in Aerospace & Defense

Great Article...I am very bullish on the defense sector for the very long term (this is a China play no one really talks about)... I agree with many points that you make especially with regards to the political elections...I will making a wishlist of defense companies before the election...If Senator Obama wins it is possible that some of these stocks may decline to even more attractive levels (while the fundamentals will remain virtually unchanged)...I guess we'll just have to hope and wait and see...
Aug 08 01:40 am |Rating: 0 0 |Link to Comment |View article

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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Chandler Lutz

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The Bear Market in Aerospace & Defense

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