01-30-2021, 07:09 AM
As you guys probably know, I am a big fan of LHX. Especially at the current price.
-The merger synergies seem to be going even better than expected.
-A good product mix of things of the future. Communications, sensors, space technology etc.
-Fairly valued and while the dividend is quite small (around 2%), I think it's safe to expect a MINIMUM of 10% increase each year for years to come. 10% per year is a careful estimate, as you can see it was 20% this year and they can certainly keep that going too if they wish for quite a while. And they have been buying back absurd amounts of stock recently, though these buyback levels might have to calm down a bit in a year or two.
-The merger synergies seem to be going even better than expected.
-A good product mix of things of the future. Communications, sensors, space technology etc.
-Fairly valued and while the dividend is quite small (around 2%), I think it's safe to expect a MINIMUM of 10% increase each year for years to come. 10% per year is a careful estimate, as you can see it was 20% this year and they can certainly keep that going too if they wish for quite a while. And they have been buying back absurd amounts of stock recently, though these buyback levels might have to calm down a bit in a year or two.