portfolio

We're Buying More of This Holding After Elon Musk's Comments

And we have room to add even more if the shares become oversold.

Chris Versace·Nov 25, 2024, 11:40 AM EST

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SymbolTransaction Type# Shares TradedRecent Price $Shares Owned After Trade% Portfolio

LMT

Buy

20

524

340

3.5

After you receive this Alert, we will buy 20 shares of Lockheed Martin LMT at or near $524. Following the trade, LMT shares will account for roughly 3.5% of the portfolio.

While the vast majority of the portfolio is ticking higher this morning, especially our more interest rate-sensitive plays such as Builders FirstSource BLDR, shares of Lockheed Martin are under pressure. Last week we outlined why LMT has been on our shopping list and the renewed pullback, and the reason for it, is leading us to pick up more shares.

Following the trade, should LMT shares fall into oversold territory (RSI below 30), we have some additional room. In terms of our panic point, as we make today’s move, we’ll reset our panic point to $470 from $515 and look to lift it back up over time.

What’s Going on With Lockheed Stock?

Today’s decline in LMT shares can be attributed to a comment from Tesla TSLA CEO and soon to be Department of Government Efficiency (DOGE) co-head Elon Musk. Over the weekend, Musk reposted a video of synchronized drone swarms flying in elaborate formations and added, “Meanwhile, some idiots are still building manned fighter jets like the F-35.”

As we know, Lockheed is the prime contractor on the F-35 program. The F-35 program has had its issues over the last few years, but we also know Lockheed is back delivering the aircraft and we expect an updated delivery schedule in January. Over its production cycle, the Pentagon plans to buy about 2,400 F-35s for the Air Force, Navy, and Marine Corps, to replace aging, non-stealth fighters, and in the next 10 years, there will be 700 F-35s in Europe.

Is there room to cut costs and inefficiency inside the F-35 program? We can easily say “more than likely” given program delays that have plagued Lockheed’s business and the shares. However, Lockheed does have a firm multi-year backlog and ramping production, while we have yet to see any formal policies out of DOGE and aren’t expected to until next year.

If we use history as a guide, in the past we’ve heard pledges to cut big government and spending only to see many related recommendations not implemented. For all the talk about DOGE, spending still passes through Congress and its elected officials. Perhaps DOGE will have better luck trimming back the $500 billion in annual federal expenditures that are unauthorized by Congress.

(Please note that we are looking to execute these trades at or near the share price mentioned above. Once the trade is completed, subscribers can see the trade's executed price here. Be sure to click on Closed Trade Gain/Loss and toggle the chart to sort by Purchase Date.)

At the time of publication, TheStreet pro Portfolio was long LMT.