BAE Systems: A Retiree's Dream (Archive)
BAE Systems offers retirees growth, resilience, and rising shareholder returns in one package.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- Teddy Roosevelt's 'Big Stick Diplomacy' is back.
- BAE Systems has a long growth runway fueled by higher defense spending.
- BAE Systems has good operational execution with room for continued margins improvement.
- BAE Systems is ready to prioritize shareholder returns.
- Valuation suggests 52% upside and the technicals also point towards bullishness, both on an absolute and relative to S&P 500 basis.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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