How is the arms industry represented in your portfolio?
I'm still watching $LMTstock and starting to seriously consider buying it. I think the company has a great business, the current price is quite low and the P/E is not exorbitant. In addition, Donald Trump has a fairly positive relationship with the sector, and his potential actions could help these companies grow.
If Trump keeps pumping more money into defense, this could be a great opportunity.
I'd hate to invest in this just for Trump. It's a quality company, but I haven't thought about buying it yet.
Well, I've been looking at $LMT for a long time, it's a great company for me, but its price has been pretty high since I've had it in my sights...It's still high now, but it's a big slide down from the peak. I'll check it out more and let you know if I buy :)