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BC
Bill Combs
@billcombs · Jan 15

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.

A community member's personal view, not investment advice. Community Guidelines

TM
Trevor Mills @trev_mills Jan 25

Instead of $LMT I would rather choose $RHM.DE, but the pricing there is also high now.

CB
Clive Bennett @_clivy Jan 16

If Trump keeps pumping more money into defense, this could be a great opportunity.

BC
Bill Combs @billcombs Jan 20

Agreed, this can definitely help these companies.

NT
Nigel Thornton @_thornton Jan 16

I'd hate to invest in this just for Trump. It's a quality company, but I haven't thought about buying it yet.

TM
Trevor Mills @trev_mills Jan 17

It's not just because of Trump. The company has been doing well over the long term and financially they are doing very well.

AA
Ashraf Aboudar @ashraf_dd Jan 15

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 :)

BC
Bill Combs @billcombs Jan 20

Great well in the end I have the same opinion and I won't be buying at this price either.

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