Es war lange still um ihn. Jetzt hat er aber wieder etwas gepostet. Wer Neil George kennt, weiß, dass mein US-Kollege durchaus radikale Meinungen vertreten kann. Das tut er auch in seinem aktuellen Beitrag auf moneyshow.com. Es geht um das Thema Rüstungsaktien:
The [Obama] Administration is actually discussing cutting a bit of the trillions upon trillions of taxpayer dollars that make up the deficit-laden federal budget. While this is great news coming from an administration that’s created a current deficit of over $1.3 trillion—[bumping] up the overall debt by more than 10% in one year alone—it might well cause some ills to some industries.
One key area getting a good look over is the US Department of Defense (DOD), one of the largest portions of the non-welfare (entitlements) portion of the budget. For the current year, the official line-by-line operating budget for the Pentagon is running at over $517 billion—and with the expanded war [in Afghanistan], actual expenditures are running at an estimated $670 billion or so.
Und weiter:
…. this means the big contractors held in many retirement accounts around the US—including Lockheed Martin (NYSE: LMT), Boeing (NYSE: BA), [and] Northrop Grumman (NYSE: NOC)—might well see some nasty surprises. [But] General Dynamics (NYSE: GD) is perhaps the company best prepared to deal with austerity over at the Pentagon.
With a greater diversity of product and service lines across all facets of the DOD’s operations—particularly in dealing less with continuing Cold War projects and more with [Islamist] terrorism in the field—the company is not only less likely to face a nasty surprise budget cut; it’s actually more likely to get a bigger piece of the still ample 2% + hike in DOD spending proposed for next year.
Kleine redaktionelle Anmerkung von mir: Neil hatte den Artikel bereits Anfang August gepostet.
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