Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

Should You Invest in the iShares U.S. Aerospace & Defense ETF (ITA)?

Boeing Will Deliver Q1 Earnings While At Center Of Air Safety Scandal: 'Everybody Wants Boeing To Succeed'

Boeing Co's shares have dropped 32.5% since January. The company will release its first quarter earnings call on Wednesday. Boeing's stock is among the most volatile stocks in the aerospace and defense sector. The aircraft manufacturer has been plagued with several scandals. Boeing is facing several federal probes and the resignation of its CEO.

Weekly Report: what happened at ITA last week (0415-0419)?

ITA, BA, LMT, TDG: ETF Inflow Alert

U.S., allies plan fresh sanctions on Iran in response to attack on Israel

Should You Invest in the Invesco Aerospace & Defense ETF (PPA)?

5 ETFs Likely to Benefit From Iran's First Direct Attack on Israel

Boeing: 3 Reasons For An Upgrade

Peek Under The Hood: ITA Has 10% Upside

Weekly Report: what happened at ITA last week (0408-0412)?

What's Going On With Lockheed Martin Shares After Scoring $4B Defense Order?

Lockheed Martin Corporation (NYSE:LMT) received a contract worth $4.10 billion from the Missile Defense Agency. LMT stock has lost over 7% in the past year. The contract will accelerate the development of the Command and Control, Battle Management and Communications system.

Boeing Faces Delivery Downturn, But Analyst Sees Bright Spots In Orders

Stifel analyst Bert W. Subin lowered the price target on The Boeing Company to $260 from $270 and maintained a Buy rating. The company reported lower deliveries of 83 commercial aircraft for the quarter. Boeing stock has lost over 17% in the past year.

What's Going On With Pratt & Whitney Parent RTX Shares Today?

Pratt & Whitney unit revealed details of its North American Technology Accelerator (NATA) in Florida. NATA will be a commercial and military aftermarket operations center in Florida to bolster MRO efforts. The company's shares are trading lower on Tuesday. Pratt & Whitney anticipates reclaiming $100 million in parts over five years.

Boeing's First Quarter Delivery Drama - Commercial Aircraft Numbers Drop Amid Industry Turbulence

Boeing delivered 97 planes in the first quarter of 2024. The company delivered 83 commercial aircraft. Boeing and Airbus are close to an agreement to split the operations of Spirit Aerosystems Holdings, Inc. Boeing delivered a total of 97 planes across commercial and defense, space & security programs.

Weekly Report: what happened at ITA last week (0401-0405)?

4 Industry ETFs to Play as US Manufacturing Grows in 1.5 Years

Boeing Faces Production Slowdown Amid Regulatory Scrutiny, Prompts Industry Ripples and Investor Concerns

Production of Boeing Company’s 737 MAX jetliners has reportedly declined significantly in recent weeks. The FAA has implemented a production limit of 38 jets per month for the 737 MAX. The slowdown is due to increased factory inspections by U.S. Regulators and a slowdown on the assembly line near Seattle.

Lockheed Martin, RTX, And L3Harris: Any Value Left In The Defense Sector?

Lockheed Martin, RTX Corp. And L3Harris Technologies are defense companies whose stocks have benefited from heightened geopolitical tensions. The F-35 program is one of the main pillars of my investment thesis in the defense sector. The company's stock price has reacted positively to Russia's invasion of Ukraine and the conflict in Israel. I discuss what I like best about each company and share an updated discounted cash flow valuation for LMT, RTX and LHX.

Weekly Report: what happened at ITA last week (0325-0329)?