Lockheed Martin Corporation Message Board

--I'm taking seriously those experts preaching
caution. I'm half into LMT + ESOP, with the rest split up
between the L-T Bond, ICA and Century Growth (in that
order). Yes, it was a good opportunity to shuffle into &
out of NP, but I think it will take a hit tomorrow.
Think I'll go to zero on the C. Gr. Fund tomorrow;
should have done it Monday, but was busy switching other
funds right up to the close.

That takes a lot stronger stomach than shifting
401K between LMT, NP & whatever. Also, to just leave a
constant amount in an "aggressive growth fund" between
April & the annual Oct crash takes a strong stomach
also. If you want to take that approach, you are
welcome to it. However, if that really is your mix, then
you shouldn't be dissing me/us about the dangers of
moving allocations around. Bye the way; when I say that
I'd rather rely on the Naz high-tech drivers
long-term, I'm mainly talking about doing it through mutual
funds, NOT daytrading individual stocks.

I put all my Stable Value into NP yesterday . and
made .67% on it today. My LMT (largest holdings) were
most excellent fine at today's close and my little bit
in the I.E. did about .53%. Could have hit the long
ball if 100% LMT, but I feel ok making it spread out.
The NP move is such a dead solid perfect lock! I see
Skunk did the same. Regards and thanks again for the
shuffle. Sam

have gotten in at the bottom, but certainly I
didn't get out at the bottom either. I don't have to
chase the 'hottest' investment fad. Just some solid
value and growth stocks suites me fine couple a diverse
portfolio. I don't have the time nor the wisdom nor the luck
nor the stomach to be moving my investments around. I
am diversified as much as I need to not worry that I
may miss something.

>>but I'd rather put
my cash & faith in the Nasdaq high-tech
drivers<<

I have money also in the nasdaq, but its part of my
diversity - in certain emerging growth and aggressive
mutual funds. Good luck to you.

longrun93

---stocks. LMT; for now, Yes. But as far as the
sector, long-term, I don't view it as a good investment
vehicle. Now, some here may view this as "traitorous", but
I disassociate my stocks from my work. In my view,
every single one of the stocks you mentioned will
underperform the S & P over the next 5-10 years. Now, I hope
I'm wrong about LMCorp, but I'd rather put my cash &
faith in the Nasdaq high-tech drivers. Sorry if that
disappoints you, but I believe there's a lot of growth left
over the next decade, and the Defense stocks will not
grow revenues very much at all.

1 losing day, -5/16, in 11 trading days shows you maybe right. I believe today was defense day at the convention and GD/NOC/LOR/RTN.B all did super. Got to love it!

today and STRONG institutional support at 29-onward to 30. http://www.thomsoninvest.net/iwatch/cgi-bin/iw_page?ticker=LMT&0=Go&i=2&order=1

The impact should be "mildly positive". My guesss
has little to do with the specifics of the LMT/CQ
deal though. It should have: (1) Little affect;
because I'm on record as complaining that ALL LMT news
gets leaked to the "important people"; and thus the
majority of the impact is already in the stock; and (2) It
should be mildly positive because it eliminates one more
uncertainty; plus, being consistent with my theory the
"important people" have already reacted favorable by pushing
up the price over the last week.

If the LMT/CQ deal is finished and announced after close tomorrow, what effect there be on the stock the next day? Diluted?

Based largely on your referenced post, I am
staying 40% in LMT (over 50% including ESOP). This is
well above my "comfort zone", but the stock (and the
aerospace sector) do continue to look strong. I still
believe that the $30 to $34 area contains a lot of
resistance, and that we may not get cleanly through it until
after October; but, I still think it may outperform
most other alternatives. Another 10% may seem like
trivia to some, but I think that most of the market will
be "marking time" at best through our annual Oct
sell-off.