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Oct 17, 2023
10/23
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lockheed's backlog up 4% since last year, $156 billion.alave, telling me the missiles and fire control segment is the significant driver. demand for highmars, anti-tank missiles continues amid the ukraine war. meeting demand has been a challenge across the industry that's weighed on q3 margins but the coo telling me he's seeing, quote, overall improvement in the supply chain. still some issues around things like solid rocket motors, power missiles, but regarding the israel-hamas war, st. john saying, quote, they're really hoping for a rapid restoration of security in the region with minimal loss of life. lockheed is ramping production of cross weapons due to ukraine, many of those will be in he demand around israel as well. st. john noting, quote, they don't see issues associated with the new development impacting our ability to support the u.s. government, and its allies and what's required. defense stocks, they've rallied since the conflict start but analysts cautioned this takes time for demand to translate to order and to sales. malave
lockheed's backlog up 4% since last year, $156 billion.alave, telling me the missiles and fire control segment is the significant driver. demand for highmars, anti-tank missiles continues amid the ukraine war. meeting demand has been a challenge across the industry that's weighed on q3 margins but the coo telling me he's seeing, quote, overall improvement in the supply chain. still some issues around things like solid rocket motors, power missiles, but regarding the israel-hamas war, st. john...
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Oct 16, 2023
10/23
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lockheed reports before the bell tomorrow.exchange," the one word that every investor needs to know today, plus our next guest is big on this buyiopharma stock. we'll have more when "wex" continues after this break. stay with us. >>> welcome back to "worldwide exchange." shares of pfizer are under pressure ahead of the open after slashing the full year sales. pfizer is warning this is dragging down moderna and novavax. >>> dira different story for lululemon. the stock will replace activision-blizzard now microsoft signed off on the $69 billion deal. >>> and china is stepping up to boost the struggling economy. the people's bank of china injecting $39 billion in liquidity. >>> ferrari rervealing it will accept cryptocurrency as payment in the u.s. >>> shares of manchester united hit ahead of the open on reports that qatar's jassim will not pay more than 6 billion dollars. ratcliffe remains the only bidder. >>> and last, but not least, the swifties have spoken. the "eras" tour concert film pulling in $126 million globally in the
lockheed reports before the bell tomorrow.exchange," the one word that every investor needs to know today, plus our next guest is big on this buyiopharma stock. we'll have more when "wex" continues after this break. stay with us. >>> welcome back to "worldwide exchange." shares of pfizer are under pressure ahead of the open after slashing the full year sales. pfizer is warning this is dragging down moderna and novavax. >>> dira different story for...
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Oct 16, 2023
10/23
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morgan stanley also flagging lockheed lowered fighter jet expectations.? >> so i do like the stock and i own the stock. however, i'll point out its loss momentum the course of the last two quarters until the news fof the conflict hit. so if we get a positive move out of lockheed martin, you know, you really need to see it trade up above $14 which is the expected move to see it continue on with this bullish up trend. however, if they can't get up above 460, if has that down side momentum, so i would caution longs. however, i'm going to hold on to the stock and i'll continue to look at this one to the up side in the long term. >> and last couple years we've had some earnings seasons that were clear ones that you were playing to the down side, others that were strong reflecting the kind of way that markets have traded. although as we heard, 800 days new the s&p is exactly where it was 800 days ago. so this jet sun for third quarter earning, but with a key kind of year end period upon us, what is your overall feel for the market here. >> my overall feel for t
morgan stanley also flagging lockheed lowered fighter jet expectations.? >> so i do like the stock and i own the stock. however, i'll point out its loss momentum the course of the last two quarters until the news fof the conflict hit. so if we get a positive move out of lockheed martin, you know, you really need to see it trade up above $14 which is the expected move to see it continue on with this bullish up trend. however, if they can't get up above 460, if has that down side momentum,...
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Oct 10, 2023
10/23
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i think that lockheed is the best defense company to own if you believe that there's problems in theywan with. if you believe there's problems in israel, gaza and if you believe in the ukraine-russia deal. lockheed doesn't sell our missiles to israel, they don't really need to, but there's more of a general field that there's instability in the world, and lock he'd is a great -- lockheed is a great dividend view grower. stuart: what does it pay? >> it's about 3%, growing at 10% a year. stuart: all right. now, you grouped together three stocks, chevron, ec son, mid estream -- exxon, midstream energy. why did you group them together? >> because, again, i think that you need the best quality namings. they're only trading at about 10 times earning. they were up big yesterday. but this is the thing, people have to own something that's going to make money if oil goes above $100, because a lot of other things in your portfolio are going to go down. and in the meantime, i don't want to say let's join this trade because of the israel-hamas issue. we've knowned these names forever. but you -- o
i think that lockheed is the best defense company to own if you believe that there's problems in theywan with. if you believe there's problems in israel, gaza and if you believe in the ukraine-russia deal. lockheed doesn't sell our missiles to israel, they don't really need to, but there's more of a general field that there's instability in the world, and lock he'd is a great -- lockheed is a great dividend view grower. stuart: what does it pay? >> it's about 3%, growing at 10% a year....
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Oct 27, 2023
10/23
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one name we really like, lockheed martin. a multiple 16 times current earnings. if you want a little more diversified may in defense, northrup grown ma'am -- liz: but they all do different things. lockheed martin specifically, what is its role in u.s. military weaponry? >> so largest defense contractor in the world focusing primarily on fighter jets. but if you ship to northrop grumman, that actually gets involved now i in re daughter, they're getting -- radar, they're getting involved in other missiles and aircraft as a well. they focus on engine parts. liz: spinning forward to next week, wednesday we find out what the fed has decided on interest rates. yeah, mark that on your call calendar with the decision on wednesday. your thought. >> there's no way they can raise rate in the face of all this uncertainty. i think that july hike was the last hike, and by this time next year we'll be talking about rate cuts, are liz. liz: in the end though, the markets have hell up pretty well, in the withstanding what's ooh happening toda
one name we really like, lockheed martin. a multiple 16 times current earnings. if you want a little more diversified may in defense, northrup grown ma'am -- liz: but they all do different things. lockheed martin specifically, what is its role in u.s. military weaponry? >> so largest defense contractor in the world focusing primarily on fighter jets. but if you ship to northrop grumman, that actually gets involved now i in re daughter, they're getting -- radar, they're getting involved in...
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lockheed martin, defense stocks taking up the positions.site quite a few, diamondback energy, baker hughes, crown strike, amgen, i better check gold that is a safe haven. it is up but not that much. .7%, 185870. bitcoin i have not quoted that this morning up 274 hardly a change at all. oil $85 a barrel, a moment ago because of attention to the mideast up because the price of oil your 8595 now. nat gas is up as well. sorry it is unchanged, dead f flat. the price of a gallon of regular gasoline nationwide it is down 2 cents at $3.70. california it is down to $5.80. coming up for this coveted desantis called out house republicans over the speaker fight, watch this. >> the people that are struggling to buy groceries and the people that cannot afford a mortgage or new car they do not care who the speaker of the house is. they just want to see the job get done. stuart: and my opinion it's time to get the house in order. eric adams wrapped up a trip to latin america he wanted to get to the root cause of the migrant surge, did he accomplish anythin
lockheed martin, defense stocks taking up the positions.site quite a few, diamondback energy, baker hughes, crown strike, amgen, i better check gold that is a safe haven. it is up but not that much. .7%, 185870. bitcoin i have not quoted that this morning up 274 hardly a change at all. oil $85 a barrel, a moment ago because of attention to the mideast up because the price of oil your 8595 now. nat gas is up as well. sorry it is unchanged, dead f flat. the price of a gallon of regular gasoline...
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they only represent the interest of the executives at lockheed martin and right. yeah. right. then i have to leave it that when i la and thank you so much for joining me . a pleasure talking to you see a editor in chief ment press news. thanks again for your time. i'll cost one of those. i'll see, i'll bring you an update of the latest information from both sides of the conflict, as well as other nations reaction from around the world today, where we're fully from several regions of garza and along the israel. and they've been on board at mazda $6005.05 of now being killed in just on the 3 weeks is really with talent 3 strikes. and one of the lights is of types. the idea of said it target admittance in the westbank setting of dinning, a warning the following footage contains disturbing images of the. 7 in the southern dogs in the city upon news does report to the killed i'm the bid officer residential. this thing came on the fire fussing health of minutes. he says 2300 susan of now been killed. since we started the scenes, i just saw parents so big tom homan plates and hospita
they only represent the interest of the executives at lockheed martin and right. yeah. right. then i have to leave it that when i la and thank you so much for joining me . a pleasure talking to you see a editor in chief ment press news. thanks again for your time. i'll cost one of those. i'll see, i'll bring you an update of the latest information from both sides of the conflict, as well as other nations reaction from around the world today, where we're fully from several regions of garza and...
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Oct 11, 2023
10/23
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>> yeah, because in the long-term, lockheed is not that expensive. i do think the united states over time is going to have to increase defense spending. when you look at the geopolitical world, you've got hot spots in three major areas right now. whether it's the middle east, russia, ukraine, nato, whether it's china and taiwan. you need to have the resources, the liquidity to fund our national interests in those three areas potentially. that involves a lot more defense spending. i think that is a big decision for washington going forward. we're not -- the united states is not fiscally as strong financially as it was. we have a lot more debt. 30 something trillion right now. and so we -- financially, we're weaker, and we have to figure out where we will spend our resources. >> $816 billion we just showed the defense budget. it's catching up fast. michael, thank you so much for joining us. appreciate your time today. >>> let's turn now to the mortgage impact on rates. as the 30-year mortgage hits the highest level since 2000, homeowners are trying to
>> yeah, because in the long-term, lockheed is not that expensive. i do think the united states over time is going to have to increase defense spending. when you look at the geopolitical world, you've got hot spots in three major areas right now. whether it's the middle east, russia, ukraine, nato, whether it's china and taiwan. you need to have the resources, the liquidity to fund our national interests in those three areas potentially. that involves a lot more defense spending. i think...
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Oct 20, 2023
10/23
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so the lockheed martins, the raytheons are clearly the place to go. they're beaten down.e were throwing them out with the bath water. that's a mistake. not all financial institutions are the same. if you look at jpmorgan in particular, that is a company that is just begging for a purchase. i think ceo jamie dimon is perhaps the only ceo out there who gets it. and full disclosure, i do own jpmorgan. liz: okay. here are the aerospace and defense stocks. authority run grumman, what i find entrust interesting here, you know, we didn't get to talk to keith kellogg with this, but there are five u.s. naval ships steaming into the middle eastern area. and when you look at the shipbuilders, among them you have everybody from lockheed martin, raytheon, general dynamics, northrop grumman and then hii which is one of the bigger ones. important to note all of these are in the naval world. i mean, you don't just immediately get a contract on the turn of a dime when something like this is happening. but are you more precise in your picking of some of these defense names? >> absolutely.
so the lockheed martins, the raytheons are clearly the place to go. they're beaten down.e were throwing them out with the bath water. that's a mistake. not all financial institutions are the same. if you look at jpmorgan in particular, that is a company that is just begging for a purchase. i think ceo jamie dimon is perhaps the only ceo out there who gets it. and full disclosure, i do own jpmorgan. liz: okay. here are the aerospace and defense stocks. authority run grumman, what i find entrust...
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Oct 9, 2023
10/23
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missing producers and defence companies going as well with lockheed martin “p going as well with lockheedthis morning and... 0f up more than 7% this morning and... of more than 10%, exxonmobil up more than 4%. we are seeing airlines following. we sing that and we had some reflection of some of the flights being cancelled in israel and oil prices being higher as they are and, then, this is broadly in line with what we have seen during the political crisis in the middle east. oil prices go up in stock full but the broader impact they will be told when we see whether and how this crisis unfolds and specifically whether it grows into a broader wider regional conflict and that will have a bigger effect on international markets. indie will have a bigger effect on international markets. we are lookinu international markets. we are looking at _ international markets. we are looking at the _ international markets. we are looking at the numbers - international markets. we are looking at the numbers and i international markets. we are i looking at the numbers and this international markets. we are -
missing producers and defence companies going as well with lockheed martin “p going as well with lockheedthis morning and... 0f up more than 7% this morning and... of more than 10%, exxonmobil up more than 4%. we are seeing airlines following. we sing that and we had some reflection of some of the flights being cancelled in israel and oil prices being higher as they are and, then, this is broadly in line with what we have seen during the political crisis in the middle east. oil prices go up...
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wanted to arm these types of robots. protest stop the plan for moving forward. civil rights activists lockheed crawford . one of the police use of on robots is simply a matter of time. hartford fears this could lead to reckless decisions and an increase in deadly force. the police officer might resist engaging in finance because of the kind of a robot acting on orders from someone you know, 101520 a 100 miles away. who may not understand, you know, the full circumstances of what's going on the c, or even worse, a robot that has been pre programmed and uses machine learning technology to essentially, you know, decide for itself how to behave in a given situation. may not have any compunction. killer robots are not yet being used by us police. but in 2016, when a sniper shot 5 police officers and dallas, texas, police used a remote controlled robot armed with explosives to kill via sealants. the robot had originally been designed to design bonds. there aren't long as regulating the use of police robots, the in a society where there are no laws governing how the police can use or vice technology.
wanted to arm these types of robots. protest stop the plan for moving forward. civil rights activists lockheed crawford . one of the police use of on robots is simply a matter of time. hartford fears this could lead to reckless decisions and an increase in deadly force. the police officer might resist engaging in finance because of the kind of a robot acting on orders from someone you know, 101520 a 100 miles away. who may not understand, you know, the full circumstances of what's going on the...
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Oct 20, 2023
10/23
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. >> i think we discussed a little bit of lockheed martin on "closing bell." now you sold the last little bit you had and here we are talking risks and geo politics and war and you're selling out of lockheed. why? >> if they do increase domestically spending on defense, it takes a long time to reflect in the bottom line. >> jpmorgan, the banks, as we mentioned, after the post earnings pop many of the banks saw, they haven't been trading well. you rolled the call out. >> this was fun heading into earnings. we wrote a covered call. it won't tell you the direction the stock goes. we captured about a 90 cent profit. wrote another covered call and the stock has trended down. it's just taking advantage of volatility and anyone can do it. you can supplement from covered call. it's a great way especially in a flat market to help the portfolio hedge. >> i love it. thanks for sharing the trades. to the headlines with bertha coombs. >>> the israeli military said it thinks most of the hostages taken by hamas are still alive. an estimated 200 people were kidnapped. the mil
. >> i think we discussed a little bit of lockheed martin on "closing bell." now you sold the last little bit you had and here we are talking risks and geo politics and war and you're selling out of lockheed. why? >> if they do increase domestically spending on defense, it takes a long time to reflect in the bottom line. >> jpmorgan, the banks, as we mentioned, after the post earnings pop many of the banks saw, they haven't been trading well. you rolled the call out....
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so far, the war in ukraine has st. competitors, lockheed martin and general dynamics benefit from high demand. boeing has been dogs by supply herrera's and high manufacturing costs. the us trade watch dog has recommended binding inputs of apple watches, saying they've violate the intellectual property of a medical technology company. must be man who'd all get the product infringes its system of using lights to detect blood oxygen now and this red tape labyrinths, bureaucracy less venture capital are taking the shine of germany as a hub. the stuff helps select a representative board that things are not improving fast enough. the flattening businesses on the country is lagging behind rivals and attracting invest. germany is losing, it's a new office stops. one scene is an open coming place to launch new ventures. key barriers have yet to be removed and the biggest, germany's complex legal system and bureaucracy. gemini, is still a very bro credit country, but a lot of things can be done digitally. i would say that is a huge pain point. and the visa process in germany is pretty small, als
so far, the war in ukraine has st. competitors, lockheed martin and general dynamics benefit from high demand. boeing has been dogs by supply herrera's and high manufacturing costs. the us trade watch dog has recommended binding inputs of apple watches, saying they've violate the intellectual property of a medical technology company. must be man who'd all get the product infringes its system of using lights to detect blood oxygen now and this red tape labyrinths, bureaucracy less venture...
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so far to war and ukraine has st competitors, lockheed martin and general dynamics benefit from high demand. but boeing has been dogs by supply herrera's and high manufacturing costs. in the us trade watch dog has recommended binding inputs of apple watches, saying they've violate the intellectual property of a medical technology company must be man who'd all get the product infringes it system of using lights to protect blood oxygen now, and this red tape labyrinths of bureaucracy less venture capital, taking the shine of germany as a hub. the startups sector representatives for that things on nothing proving fast enough. the flattening businesses of the country is lacking behind rivals and attracting investment. germany is losing, it's a new office, stops. one scene is an up and coming place to launch new ventures. key barriers have yet to be removed and the biggest, germany's complex legal system and bureaucracy. germany is still a very pro credit country, but a lot of things can be done digitally. i would say that is a huge pain point and the visa process in germany is pretty slo
so far to war and ukraine has st competitors, lockheed martin and general dynamics benefit from high demand. but boeing has been dogs by supply herrera's and high manufacturing costs. in the us trade watch dog has recommended binding inputs of apple watches, saying they've violate the intellectual property of a medical technology company must be man who'd all get the product infringes it system of using lights to protect blood oxygen now, and this red tape labyrinths of bureaucracy less venture...
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this was developed by racy on by lockheed martin major american military contractors. and so there's been promises to send more to israel, but we have to remember the us is also trying to supply ukraine's trying to supply taiwan. and we are officially any weights, any piece, time production situation, right? we are, we're not like a world war 2 situation where the entire economy has been turned over to producing to fight a war. so there are supply chain issues, right? just the ukraine alone, the united states and its european allies have had trouble getting the weapons and the ammunition that ukraine is asked for and has been promised to actually get into the field. so whether they can be better or faster, they're just certain, some just certain physical constraints that the united states spaces in now keeping of its renewed commitments to israel, whether it's a missiles, missile defense and other kinds of major weapon systems that israel has asked for, or may ask for especially ammunition for its airplanes, because this has primarily been an air war less thus far. whe
this was developed by racy on by lockheed martin major american military contractors. and so there's been promises to send more to israel, but we have to remember the us is also trying to supply ukraine's trying to supply taiwan. and we are officially any weights, any piece, time production situation, right? we are, we're not like a world war 2 situation where the entire economy has been turned over to producing to fight a war. so there are supply chain issues, right? just the ukraine alone,...
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Oct 11, 2023
10/23
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you trimmed lockheed martin.ews broke, the first trading day was monday after the weekend, you saw the fence stock shoot higher. you sold into some of that strength ? >> we been selling about .450 for relative underperformance. that's how lousy the sector stock has been. were looking at this opportunity that speaks nothing to what happened over the weekend and more to the fact that i think there is dysfunction in washington and is going to take some time for them to get their act together, and that they support israel and continue to support the ukraine and still have some lockheed martin. we have been selling it purely as an underperformance and relative price movement, having nothing to do with the tragic events. >> sure. but if you think the defense spending is going to continue to increase, and maybe, you know, the defense hawks, if you would, are even more bold and now to put more money into defense, wouldn't those continue to go up? >> i've had such a lack of confidence in washington over the last year. i h
you trimmed lockheed martin.ews broke, the first trading day was monday after the weekend, you saw the fence stock shoot higher. you sold into some of that strength ? >> we been selling about .450 for relative underperformance. that's how lousy the sector stock has been. were looking at this opportunity that speaks nothing to what happened over the weekend and more to the fact that i think there is dysfunction in washington and is going to take some time for them to get their act...
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Oct 9, 2023
10/23
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keep an eye on lockheed and northrop and general dynamics.ng. >> fighting in israel entering its third day. the latest reports are more than 1200 people have been killed following surprise strikes from hamas saturday morning with close to 5,000 people injured. palestinian militant groups claiming to be holding more than 130 in gaza who were captured in israel. here with the latest out of tel aviv, washington, and the intelligence community today, nbc's kelly cobiella and emily wilkins and eamon javers. kelly, good morning. >> reporter: good morning to you. the headline this morning is that israel, the military is working on two fronts this morning in the north and in the south. the israeli military saying that they've killed a number of gunmen who crossed into israel from lebanon. this just in the past hour, hour and a half or so. they warned people in the area to stay inside in one city people were warned go into shelters and stay there until further notice. one hezbollah official says that there has been no action, no operation, mounted by
keep an eye on lockheed and northrop and general dynamics.ng. >> fighting in israel entering its third day. the latest reports are more than 1200 people have been killed following surprise strikes from hamas saturday morning with close to 5,000 people injured. palestinian militant groups claiming to be holding more than 130 in gaza who were captured in israel. here with the latest out of tel aviv, washington, and the intelligence community today, nbc's kelly cobiella and emily wilkins and...
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Oct 9, 2023
10/23
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let's cross live now to our transport correspondent katy austin. look see lockheed martin and exxonmobil having see the day but it is important to note this is roughly in line with what saying and of the geopolitical conflicts in the middle east, stocks down, oil up. depending right now what happens in the weeks and months ahead. whether this is a contained conflict or whether it broadened into it escalating crisis that could have an impact on global markets. ,, ., ., , , markets. stocks down, oil up is the markets. stocks down, oil up is the market isn't — markets. stocks down, oil up is the market isn't it? _ markets. stocks down, oil up is the market isn't it? -- _ markets. stocks down, oil up is the market isn't it? -- is _ markets. stocks down, oil up is the market isn't it? -- is always - markets. stocks down, oil up is the market isn't it? -- is always the - market isn't it? —— is always the mantra, isn't it? and is a flight to safety. in mantra, isn't it? and is a flight to safe . , ., . ., , safety. in times of uncertainty investors go — safety. in times of uncertainty investors
let's cross live now to our transport correspondent katy austin. look see lockheed martin and exxonmobil having see the day but it is important to note this is roughly in line with what saying and of the geopolitical conflicts in the middle east, stocks down, oil up. depending right now what happens in the weeks and months ahead. whether this is a contained conflict or whether it broadened into it escalating crisis that could have an impact on global markets. ,, ., ., , , markets. stocks down,...
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Oct 13, 2023
10/23
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but textron, they're involved in contracting, not like raytheon or lockheed martin or general dynamicslly make those -- stuart: these days -- [inaudible] >> well, it's all missiles, especially over in the middle east. until it becomes a ground invasion, right? that's how they're dealing with each other. so that's why i think you saw lockheed martin, level three, raytheon all do well starting on monday of this whole week. stuart: indeed, they have. we're going to follow the big board for a moment because we've seen a nice healthy gain from the if opening bell, you're up two-thirds of 1%. the dow's at 33,858. show me the dow winners, please. topping the list, jpmorgan. very strong results that a came out this morning. unitededhealth, up 3%. goldman, american express, travelers all doing well. >> they're expected to do, right? they haven't reported yet, but based on what we've heard, that's now going to be the expectation. stuart: i've got it, expectation. s&p 500, where's the winners in that index? dollar general, progressive, wells fargo, morgan, halliburton, as you would expect. >> rig
but textron, they're involved in contracting, not like raytheon or lockheed martin or general dynamicslly make those -- stuart: these days -- [inaudible] >> well, it's all missiles, especially over in the middle east. until it becomes a ground invasion, right? that's how they're dealing with each other. so that's why i think you saw lockheed martin, level three, raytheon all do well starting on monday of this whole week. stuart: indeed, they have. we're going to follow the big board for a...
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Oct 14, 2023
10/23
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. >> week ahead earnings, earnings, earnings, lockheed martin, goldman sachs, tesla, at&t, if you looke estimates of all these companies for of the five are falling year-over-year this idea of the economy a little teetering, talk about tesla one of my favorites. it is supposed to do 75 cents in earnings, that is not really the key number, key numbers automotive gross profit margins, they've abandoned an old goal of 20% look at automotive gross profit anything about 18% is good. carleton: andrew, friday morning i know you and i were up going over bank earnings, what were the highlights from j.p. morgan and others. >> their worst if you got around 25% whole host of problems. some investments using the dreaded word on investable to describe the sector in the helping earnings this week as we could improve things and we got that. all three banks, wells fargo, j.p. morgan and citi estimates into of the stocks that j.p. morgan and wells fargo were higher. i would highlight j.p. morgan which under jamie dimon has been the best run big bank in the country and he will be around for maybe a coupl
. >> week ahead earnings, earnings, earnings, lockheed martin, goldman sachs, tesla, at&t, if you looke estimates of all these companies for of the five are falling year-over-year this idea of the economy a little teetering, talk about tesla one of my favorites. it is supposed to do 75 cents in earnings, that is not really the key number, key numbers automotive gross profit margins, they've abandoned an old goal of 20% look at automotive gross profit anything about 18% is good....
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Oct 17, 2023
10/23
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and lockheed's back order. the u.s.ockpiles, and meeting demand has been the challenge across the industry post pandemic. and coo, frank st. john, says they are hoping for a rapid restoration of security in the region with minimal loss of life of the israel and hamas situation. they don't see any issues with the impact. lockheed shares up 10%, and analyst argued it's unlikely to affect sales materially at this stage for the defense contractors. with the capacity already growing, he wouldn't expect any change to lockheed's projections for the next few years. this is a quarter company. and executives telling me they are expecting between april and june complicating the entire defense picture, though, is the u.s. government, operating on continuing resolution, and that expires september 17th. if it's all resolved relatively soon, the longer it goes, spending doesn't increase for particular prapograms, and to t extend we are reliant upon that in the financial forecast, that can become problematic. you can see shares of lock
and lockheed's back order. the u.s.ockpiles, and meeting demand has been the challenge across the industry post pandemic. and coo, frank st. john, says they are hoping for a rapid restoration of security in the region with minimal loss of life of the israel and hamas situation. they don't see any issues with the impact. lockheed shares up 10%, and analyst argued it's unlikely to affect sales materially at this stage for the defense contractors. with the capacity already growing, he wouldn't...
10
10.0
Oct 3, 2023
10/23
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ESPRESO
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eye 10
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enterprises of republicans or democrats, and in the end it rests simply in the battle for the budget for lockheed for boin, well, i give as an example , it's like pepsi-cola and coca-cola, for the united states of america, like democrats and republicans, and from my point of view it's important not so much to explain these things at the everyday level, but to bring politics to consciousness, because it is he gives impetus such as this ramaslami, a hindu, an investment banker, well, an investment banker, this is a person who has nothing but a couple of pieces of paper, a computer and a suitcase , well, as in the united states of america, but he, running for president, steals the ideas of trump, other candidates, landing there and so on, and passes them off as his own, and he so emotionally spins politics , well, it is clear that a politician... what are the ratings based on, how are the ratings growing now, well, the one who engages in populism, acting, actually gets support, but still similar actors, they won't even make it to the top two or three of the party's candidates, but by doing so, they'
enterprises of republicans or democrats, and in the end it rests simply in the battle for the budget for lockheed for boin, well, i give as an example , it's like pepsi-cola and coca-cola, for the united states of america, like democrats and republicans, and from my point of view it's important not so much to explain these things at the everyday level, but to bring politics to consciousness, because it is he gives impetus such as this ramaslami, a hindu, an investment banker, well, an...
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meanwhile, military companies are raking in profits from the violence, the ceo of defense drought, lockheed martin, said the ongoing escalation is driving the us industrial complex. so he sees no point in urging israel to stop their actions. retired us air force, lieutenant colonel karen quiet tusky believes the us economy is now highly dependent on us military sector with arms companies having a huge influence on politicians. it was, it's been a lot, a bad problem for a long time. but we, we didn't always have an economy in the united states that was completely dependent on the weapons and military arms exports. but that's not how it used to be. um, it has evolved that way really in the last 50 years or so. and part of that is because these companies have a great deal of influence on the politicians. and then the politicians of course, need to reward the companies that helped get them in office by uh, supporting this and both parties really kind of share the same attitude because they're both owned by the same corporations. so it's a system that does employee a good number of americans and
meanwhile, military companies are raking in profits from the violence, the ceo of defense drought, lockheed martin, said the ongoing escalation is driving the us industrial complex. so he sees no point in urging israel to stop their actions. retired us air force, lieutenant colonel karen quiet tusky believes the us economy is now highly dependent on us military sector with arms companies having a huge influence on politicians. it was, it's been a lot, a bad problem for a long time. but we, we...
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talking about money, interest, $20.00 buying and wants us in another $25000000000.00 over to you frame lockheed martin is very, very happy about the i was watching the republican candidates the other day debate and i know, and you're right to laugh because i had to turn it off just a bunch of angry, a man and reminiscing about the past and finding each other. neither one of them could take a step without falling and they were like, now if you put me there, i'll kill all the russians. no, i'll kill the chinese. no. oh, get the audience and, and then they're all is it just gosh man i, i was watching this thing and i was saying with very few exceptions, there was nothing new, just the same old crap. it was, it was a superficial talking points there. there was really no set of policy that was put forth, they basically attacked each other and i thought many, with one exception, that one guy ross swanny. is that his name or did i mispronounced or close enough? yeah. but he actually came out and said some of the things that were talking about, and it's not because i was not because i agree with him, b
talking about money, interest, $20.00 buying and wants us in another $25000000000.00 over to you frame lockheed martin is very, very happy about the i was watching the republican candidates the other day debate and i know, and you're right to laugh because i had to turn it off just a bunch of angry, a man and reminiscing about the past and finding each other. neither one of them could take a step without falling and they were like, now if you put me there, i'll kill all the russians. no, i'll...
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this was developed by rates you on by lockheed martin major american military contractors. and so there's been promises to send more to israel, but we have to remember the us is also trying to supply ukraine's trying to supply taiwan. and we are officially any weights, any piece, time production situation, right? we are, we're not like in a world where to situation where the entire economy has been turned over to producing to fight a war. so there are supply chain issues, right? just the ukraine alone, the united states and its european allies have had trouble getting the weapons and the ammunition that ukraine is asked for and has been promised to actually get into the field. so whether they can be better or faster, they're just certain, some just certain physical constraints that the united states spaces in. now keeping of it's renewed commitments to israel, whether it's a missiles, missile defense and other kinds of major weapon systems that israel has asked for, or may ask for, especially ammunition for it's airplanes, because this has primarily been an air war less thu
this was developed by rates you on by lockheed martin major american military contractors. and so there's been promises to send more to israel, but we have to remember the us is also trying to supply ukraine's trying to supply taiwan. and we are officially any weights, any piece, time production situation, right? we are, we're not like in a world where to situation where the entire economy has been turned over to producing to fight a war. so there are supply chain issues, right? just the...
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jump to the spiraling violence between the as well and to most major nature defense corporation, us lockheed martin high, most low, full rocket launch. when a 16 find a jet producer has moved 8 percent upward. meanwhile, in the you, the stock price of wind metal german bundle space supplier has risen by 70 percent of the weapons produces, such as the swedish military as well as microsoft. and basically you a new case, biggest defense contractor. i've where just the just a says search out of the se, arms make as well as was done to benefit does the, is wally from us. conflicts continues. i'll take attributes, increased times, explains why we're seeing a search and shift prices for western manufacturing. a. unfortunately, the sickening thing about the military industrial complex is really the shareholders and in the south benefits every time, there is a new concept, specifically looking at the israel palestine right now the united states. for example, most of these companies all the united states except to be a, which is a british company they, uh, united states has a commitment to supply. it'
jump to the spiraling violence between the as well and to most major nature defense corporation, us lockheed martin high, most low, full rocket launch. when a 16 find a jet producer has moved 8 percent upward. meanwhile, in the you, the stock price of wind metal german bundle space supplier has risen by 70 percent of the weapons produces, such as the swedish military as well as microsoft. and basically you a new case, biggest defense contractor. i've where just the just a says search out of the...
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on some us major nato defense corporation, us lockheed martin, a high mazda, multiple locate launch, and the $165.00 digit producer has moved 8 percent up with the wall and the you the stock price of $1.00 muscle to a minute. but the space supply has risen by 7 percent. other weapons producers such as the swedish military. yeah, clumps make a sob and bay the you case. biggest defense contract to have a registered shot. a says search on a list. say, alms make his world wide stance of benefits as the is really palestine. conflict continues. let's discuss the issue now with all he contributed. chris and chris, thanks for coming in lubbock. so you as a ways so one of the huge search in price is what was happening. i think nicky and just the lead on that. you kind of hit them out on the head. ready? we now have a, not the potentially huge conflict about to erupt in the middle east. unfortunately, the sickening thing about the military industrial complex is really, that's how it is in the south benefits every time. there is a new conflict, specifically looking at the israel palestine might
on some us major nato defense corporation, us lockheed martin, a high mazda, multiple locate launch, and the $165.00 digit producer has moved 8 percent up with the wall and the you the stock price of $1.00 muscle to a minute. but the space supply has risen by 7 percent. other weapons producers such as the swedish military. yeah, clumps make a sob and bay the you case. biggest defense contract to have a registered shot. a says search on a list. say, alms make his world wide stance of benefits as...
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Oct 9, 2023
10/23
by
BLOOMBERG
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start of the war in ukraine, which says that some investors think maybe defense contractors like lockheede going to be stronger. energy up to 2% as oil is rallying, up 3% to 4% on wti and rent route. unclear whether iran will be pulled into the conflict. hick moore of aberdeen saying that jordan and russia could be. if supply becomes tight in oil rallies, that is helping the energy complex right now. discretionary, anything related to travel, airlines, cruise lines down on the fear that travelers will not want to travel amidst this conflict until more is known about the tragedy. airlines down 5%, worst since march of this year. from the july peak, down 30%. really getting taken down today by both rising oil and the idea that folks may not want to travel, plus some major airlines are cutting back on flights to israel. brent crude, big surge on the day, up nearly 4%, three standard deviations higher. after some recent declines, wti crude is back above its moving average. if we look at some of the production out of the middle east, saudi arabia clearly the most. lots of folks focus on iran.
start of the war in ukraine, which says that some investors think maybe defense contractors like lockheede going to be stronger. energy up to 2% as oil is rallying, up 3% to 4% on wti and rent route. unclear whether iran will be pulled into the conflict. hick moore of aberdeen saying that jordan and russia could be. if supply becomes tight in oil rallies, that is helping the energy complex right now. discretionary, anything related to travel, airlines, cruise lines down on the fear that...
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look at raytheon stock, lockheed martin sparks and slipped over 9. it's all, it's all rally. it was rallying as it was with the print anymore. it's got a new heights. new spike uh for all the war stocks. so was good for money. it's business. and finally coming back to this, this devastation conflict was seeing it continued to escalate between palestine on this. well, how are things going to play out? because if there was a blockade on the gaza strip is the will to, as i said, there's only so many days that people can survive here. um the average person statistically has uh, 2 or 3 days worth of food in their house, in their apartment. when living in a city water, even less, especially in an era, the area like that. and the hospitals aren't getting electricity. the there are full of wounded people and the majority of ass, vast majority of those wounded aren't come on spiders. they're civilians. because in the middle of all this from us came to power by basically by force in 2014, in gaza. that's not the recognize government, the palestinians. most of civilians are trapped in b
look at raytheon stock, lockheed martin sparks and slipped over 9. it's all, it's all rally. it was rallying as it was with the print anymore. it's got a new heights. new spike uh for all the war stocks. so was good for money. it's business. and finally coming back to this, this devastation conflict was seeing it continued to escalate between palestine on this. well, how are things going to play out? because if there was a blockade on the gaza strip is the will to, as i said, there's only so...
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Oct 2, 2023
10/23
by
CNBC
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eye 48
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i'm going to tell you, i also like lockheed martin and general dynamics.oup. brent in my favorite state of oregon. brent. >> caller: hey, how is it going? think you for sharing your knowledge. >> thanks for being from oregon, i read about a town with a dog as mayor in oregon. goes to all the events and wears a tie, my kind of town. >> caller: i was in a little town until they ran me out for lack off. enbridge. >> tstock is going lower becaus nobody understands the 8% yield. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by charles schwab. coming up, when the fed finishes tightening, where can the home gamer look to for answers? get it from d.c.'s corridors when "mad money" returns. ♪ is it possible to fall in love with your home... ...before you even step inside? ♪ discover the magnolia home james hardie collection. available now in siding colors, styles and textures. curated by joanna gaines. >>> there's nothing harder than figuring out what to own in an unprecedented situati
i'm going to tell you, i also like lockheed martin and general dynamics.oup. brent in my favorite state of oregon. brent. >> caller: hey, how is it going? think you for sharing your knowledge. >> thanks for being from oregon, i read about a town with a dog as mayor in oregon. goes to all the events and wears a tie, my kind of town. >> caller: i was in a little town until they ran me out for lack off. enbridge. >> tstock is going lower becaus nobody understands the 8%...
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Oct 13, 2023
10/23
by
CNBC
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eye 52
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know that our government is committed to helping israel, which always seems to be a good news for lockheed martin. i think they can tell an excellent story. we also get earnings from j&j on tuesday morning they have been quiet and i don't think the stock came out with a serious rally until shareholders have some serious resolution. no one wants to wait for these lawsuits to play out. maybe they have some sort of announcement, that would be something. airlines reports with decidedly mixed moments. and customers seem to be topping out. but the business traveler is trying to return. delta proposed with the incline, and wednesday completes the important bank reports when we hear them for morgan stanley. this has become a horrendous holding. i can't believe it has fallen this low. i think that they are a buy ahead of the quarter as they have a lot of good businesses beyond wealth management. it's a shame what happened to that stock. how about proctor, they've all been trading together and trading down. these gop diabetes and weight loss drugs, i think procter & gamble has come down with them. n
know that our government is committed to helping israel, which always seems to be a good news for lockheed martin. i think they can tell an excellent story. we also get earnings from j&j on tuesday morning they have been quiet and i don't think the stock came out with a serious rally until shareholders have some serious resolution. no one wants to wait for these lawsuits to play out. maybe they have some sort of announcement, that would be something. airlines reports with decidedly mixed...
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Oct 9, 2023
10/23
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CNBC
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lockheed up 5%. similarfor northrop.ry we will continue to watch as the conflict could spread beyond the middle east this morning. >>> we will stick with the top story and breaking news as the fighting in israel enters the third day. the latest report is more than 1,000 people have been killed following surprise strikes from hamas on saturday morning. the attacks points as far north as tel aviv. we have nbc's kelly cobiella live in tel aviv with the very latest there on the ground. we also have emily wilkins in washington, d.c. and what it means for the race for the speaker of the house. kelly, we will start it off with you. >> reporter: frank, good morning. an active situation here. air raid sirens sounding in tel aviv a half hour ago. seconds ago, you could hear a faint boom which was israeli air defensive intercepting rockets and iaef saying there is still active fighting in one place near the gaza border today as they try to secure israeli territory in the south. they say they fired on hundreds of hamas targets in ga
lockheed up 5%. similarfor northrop.ry we will continue to watch as the conflict could spread beyond the middle east this morning. >>> we will stick with the top story and breaking news as the fighting in israel enters the third day. the latest report is more than 1,000 people have been killed following surprise strikes from hamas on saturday morning. the attacks points as far north as tel aviv. we have nbc's kelly cobiella live in tel aviv with the very latest there on the ground. we...
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65
Oct 9, 2023
10/23
by
CNBC
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the more pure-play defense names like lockheed martin, northrop grumman, general dynamics.g big moves in aerospace and defense today, perhaps unsurprisingly given the events in israel right now, what that is going to mean not only for demand for more munitions and more weapons in a fraught geopolitical landscape but also what it means in the u.s. we have the whole speaker situation in the house right now. what this means in terms of potentially rallying support for more defense spending in the fiscal 2024 budget and getting that appropriations across the line. >> and you had a line of questioning earlier this hour with one of our guests about oil. you went back and looked at other moments in history where we went past $100 in oil price. many of those were tied to the kinds of crises that we're seeing right now in gaza. >> yes. that's right. geopolitics, the oil market, is typically raised through this playout, whether it's long or short term. that's what we're seeing happen. it's not just oil. nat gas is trading at its highest level since january. part of the reason is what
the more pure-play defense names like lockheed martin, northrop grumman, general dynamics.g big moves in aerospace and defense today, perhaps unsurprisingly given the events in israel right now, what that is going to mean not only for demand for more munitions and more weapons in a fraught geopolitical landscape but also what it means in the u.s. we have the whole speaker situation in the house right now. what this means in terms of potentially rallying support for more defense spending in the...
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Oct 9, 2023
10/23
by
CNBC
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lockheed martin up 5% at this stage. rtx up 5% pre-market as well. that is it for "street signs."for joining joumanna and myself. joumanna will be live from marr marrakech. for now, "worldwide exchange" is upex nt. serve better than that. i'm hungry, i'm in a hurry, i don't have time to make anything healthy. you could if you had a blendjet. blendjet? it's the portable blender that makes the healthy choice the most convenient choice. i don't know. it seems like a hassle. hahaha! wrong. just pour in some milk, add some frozen fruit, and bam! you've got a nutritious and delicious smoothie. mmm! that is good. you're welcome, sad office guy. get yours today at blendjet.com are we in in an ad? we sure are. it's hard to run a business on your own. with shopify, you have everything you need to setup your online store, to connect with customers, and to bring your dream business to life. because when we work together, the future is bright. these days, your customers are not just down the hall. they're all over the world. so cute. it doesn't have to be lonely at the top. join the millions t
lockheed martin up 5% at this stage. rtx up 5% pre-market as well. that is it for "street signs."for joining joumanna and myself. joumanna will be live from marr marrakech. for now, "worldwide exchange" is upex nt. serve better than that. i'm hungry, i'm in a hurry, i don't have time to make anything healthy. you could if you had a blendjet. blendjet? it's the portable blender that makes the healthy choice the most convenient choice. i don't know. it seems like a hassle....
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Oct 23, 2023
10/23
by
FBC
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defense stocks with a mixed picture boeing and general dynamics, lockheed martin hi higher, rtx corporationher, mixed indeed, "the claman countdown" is coming right back. ♪ ♪ (upbeat music) ♪ ( ♪ ) woah. ( ♪ ) ( ♪ ) ( ♪ ) ( ♪ ) constant contact delivers the marketing tools your small business needs to keep up, excel, and grow. constant contact. helping the small stand tall. hi, my name is damion clark. and if you have both medicare and medicaid, i have some really encouraging news that you'll definitely want to hear. depending on the plans available in your area, you may be eligible to get extra benefits with a humana medicare advantage dual-eligible special needs plan. all of these plans include a healthy options allowance. a monthly allowance to help pay for eligible groceries, utilities, rent, and over-the-counter items like vitamins, pain relievers, first-aid supplies and more. the healthy options allowance is loaded onto a prepaid card each month. and whatever you don't spend, carries over from each month. other benefits on these plans include free rides to and from your medical appoin
defense stocks with a mixed picture boeing and general dynamics, lockheed martin hi higher, rtx corporationher, mixed indeed, "the claman countdown" is coming right back. ♪ ♪ (upbeat music) ♪ ( ♪ ) woah. ( ♪ ) ( ♪ ) ( ♪ ) ( ♪ ) constant contact delivers the marketing tools your small business needs to keep up, excel, and grow. constant contact. helping the small stand tall. hi, my name is damion clark. and if you have both medicare and medicaid, i have some really...
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Oct 9, 2023
10/23
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CNBC
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lockheed martin didn't have enough needle moving electronics, but i doubt it will be called into action given the fact that hamas doesn't have an air force. this time they're putting down an uncertainty that requires different. should oil have rallied? that's a legitimate and big question. it could equal the current demand for our country. the producers are free riding on opex plus and russia's production cuts. they seem determined not to overproduce. so it seems reasonable that oil should go higher. to me, it is surprising oil isn't up more. that's more of the concern i had last week when the earlier oil rally was short covering. it is natural gas propelled by the oil trade that had an especially good day. let me point out again that the winner is coterra where the ceo told us on "mad money" that he has plenty of oil and plenty of gas but he was pivoting to natural gas. 27% less in two months and exceeds the gain in oil. such a good call. what about the rest of the market? i found jefferson's comments surprising because i was thinking there would be no cessation in the fight against in
lockheed martin didn't have enough needle moving electronics, but i doubt it will be called into action given the fact that hamas doesn't have an air force. this time they're putting down an uncertainty that requires different. should oil have rallied? that's a legitimate and big question. it could equal the current demand for our country. the producers are free riding on opex plus and russia's production cuts. they seem determined not to overproduce. so it seems reasonable that oil should go...