I like tickers Future of Defence UCITS ETF USD Acc (LON:NATO) maybe not to everyones taste and not a positive for 2024 but fine if head under the duvet is an option - the shipping routes are the next inflationary events then Russia winning and of course Taiwan a major black or predictable swan and with US elections it ain't going to be a cake walk.
BAE Systems (LON:BA.) so high, so high, have said this before if I had only one share since 2020 then would have doubled my capital.
Saab Ab (STO:SAAB BTA B) has been ranging for a while as expect after big hypes but missiles are missiles, a good plane and whatever else. Plus I like Scandinavian companies - may look at them more. Can buy in AJBell.
Taking Mr Crofts QVM NAPS back to basics uncomplicated screen I have the above BA, Textron (NYQ:TXT) Huntington Ingalls Industries (NYQ:HII) TransDigm (NYQ:TDG) - to be honest I have never heard of them - Lockheed Martin, Raytheon, Boeing all airfix kits as so emotionally involved. US of course but have an account with IKBR in dollars so saves the exchange rate cost, very liquid and small spreads. Dream on you UK'ers. But in my view just the cost of doing business.
I've held Chemring (LON:CHG) for a long while and resisted the urge to sell (boredom) but thought 'what the hell is wrong with this share'. Thats the trouble (and opportunity) with small caps you don't know when they will take off. So the SCVR sorts the wheat from the chaff :)
As well as the basics of restoring ammunition stockpiles and unfortunate depletion is the other being cyber security. But thats too complicated. Again sucker for a nice ticker L&G Cyber Security UCITS ETF USD Acc (LON:ISPY).
No defenders seem value although Oshkosh (NYQ:OSK) has the best VR at 62. Not heard of them either so loads of research required.
Always have Qinetiq (LON:QQ.) in mind but has not reaped the trend, maybe a retirement home for previous army procurement bods with little commercial sense.
Some idiot in Germany talking about Europe getting into nukes. Uranium is certainly on my 2024 buy list. Cameco (NYQ:CCJ)…
