Raytheon Technologies WKN: A2PZ0R ISIN: US75513E1010 Kürzel: RTX Forum: Aktien User: KlabusterKlaus

Don’t cry for 3 Dow Jones leavers; stocks tend to hold up Aug. 25, 2020 12:11 PM ETExxon Mobil Corporation (XOM)By: Kim Khan, SA News Editor42 Comments Being replaced in the Dow may just amount to a bruised ego. Exxon Mobil (XOM, -2.9%), Raytheon (RTX, -3.1%) and Pfizer (PFE, -1.6%) are all struggling today as the stocks were shown the door from the Dow Jones Industrial Average. The general thinking is that the stocks will lose the support of money indexed or benchmarked to the Dow. It’s more likely just a knee-jerk reaction to a negative headline, though. Yes, there is $28B indexed to the Dow 30. But there’s $11.2T indexed and benchmarked to the S&P, with index funds making up $4.6T. In fact, the effect of losing Dow status may just be hurt pride. Looking further down the road, getting jettisoned from the index doesn’t seem to have much impact on shares.  Of the 17 stocks that have been removed from the Dow since 1999, the average one-year performance is down less than 1%, according to WSJ Market Data Group calculated in mid-2018. The last big Dow reshuffle in 2013 saw Alcoa (AA, -1.5%), Bank of America (BAC, +0.8%) and Hewlett-Packard leave. A year later, Alcoa was up 96%, BofA was up 17% and HP was up 73%. How did Exxon, Pfizer and Raytheon get the boot? The main reason is that S&P Dow Jones Indices wants to pivot the index more to tech and it would be losing a lot of that exposure after Apple’s stock split, since the Dow is a price-weighted index. Exxon has been a member of the index since 1928. But over the last 10 years, Exxon is down 28.4%, compared with fellow Dow member Chevron, up 18.2%. Looking at total return, Exxon is up just 2.3%, with Chevron up 73.7%. Pfizer has performed about the same as fellow component Merck (MRK, -0.1%) in the last 10 years, both up about 250%. Replacement Amgen (AMGN, +4%) is up 466%. But in the last five years, Merck, up 94%, has nearly doubled the performance of Pfizer, up 49%. Raytheon is simply not the company is was when it was just United Technologies, with much more aerospace exposure, already featuring in the index with Boeing (BA, -2.8%). Honeywell (HON, +3%), ousted in 2008, brings back more of the pure industrial business. Investors should perhaps be more concerned about the shares of new entries. According to the same data cited earlier, the 17 new entrants since 1999 fell 8% on average a year after their Dow debut.  Walgreens (WBA, -1.4%) is down 42% since it entered the index in 2018.

Dito

Überlege mit einer kleinen Position einzusteigen

Wieso Katastrophe? Bei so einem Unternehmen positioniert man sich genau jetzt und muss eben in Kauf nehmen dass es noch weiter absackt. Das ist ein langfristiger Kauf und man braucht Geduld. In 3-5 Jahren werden wir deutlich höher stehen. Homm hat ja hier auch nur eine ganz kleine Position und so halte ich es auch.

I am sure many of you are wondering why is the stock price down if the Q2 beat was very good. This was a great Quarter given what is happening in the Aerospace industry the reason RTX is trading down today is because the Q2 Beat was driven by implimented cost cutting measures rather then organic profit growth but CEO Greg Hayes nailed the Quarter. AS stated by CEO Greg Hayes "The RTX balance sheet remains strong and the resiliency of our defense business will help RTX weather this storm as we continue to capitalize on growth opportunities supported by our record backlog. I am confident that our balanced portfolio and advanced technologies will position us for long-term value creation as the global economy recovers."

Katastrophe die hommi Empfehlung ...

Bin heute auch mal an Bord kommen 👌🏼 Schauen wir mal was die zahlen morgen bringen

Na dann ... mal hoffen das es kein zweites cheesecake wird 🤮

Florian Homm

Florian stockt Raytheon auf ! Limit 64 $

Raytheon Technologies (RTX +1.2%) opens higher, bouncing off a seven-week low, after Vertical Research upgrades shares to Buy from Hold with a $77 price target, citing valuation and an anticipated recovery in the aerospace industry. Vertical's Robert Stallard says it could be a bit early to buy an aerospace name for a recovery, as he has not yet seen a set of actual numbers for the merged company and investors appear unsure whether the company is an aerospace or defense company. "As a result, we think this has created a decent risk/reward set-up at the current price," prompting the upgrade to Buy," Stallard says. RTX's average Wall Street analyst rating and Seeking Alpha Authors' Rating are both Bullish.

Schön zum Nachkaufen 😋

Schwach

The heavy optimism over recertification tests appears short-lived as Boeing (NYSE:BA) pares a third of the 18% rally seen Monday, with the stock falling over 6% in early trade. What happened? Norwegian Air was the latest carrier to cancel an order for 92 MAX planes and sued Boeing for compensation over the jet's grounding. Orders for more than 100 737 MAX planes were already canceled in April and more than 300 have come off the books in 2020. Boeing suppliers are also getting pinched: Spirit AeroSystems (SPR -8.3%), Triumph Group (TGI -9.1%), Hexcel Structures (HXL -2.5%), Howmet Aerospace (HWM -1.5%), Heico (HEI -1.6%), TransDigm (TDG -1.6%), Collins Aerospace (RTX -1.8%), Ducommun AeroStructures (DCO -1.4%), BAE Systems Platform Solutions (OTCPK:BAESY -2.1%). Update: Hong Kong's BOC Aviation (OTC:BCCVY) announces an order cancellation for 30 737 MAX planes.

Danke

Raytheon Integrated Defense Systems (NYSE:RTX) has drawn a $2.27B sole-source contract to supply Saudi Arabia under the Foreign Military Sales program. It will provide seven Army/Navy Transportable Surveillance and Control Model 2 radars, radar spares, obsolescence design, sustainment services and initial contractor logistics support for Saudi Arabia. Work will be performed in Woburn, Mass., and the performance period runs to Aug. 31, 2027.