In this article I initiate coverage of Lockheed Martin ( LMT ). My thesis is that despite a wide competitive moat and number of robust business lines, the recent 33% increase in the stockMy name is David B McMillan and I am an investor interested in fundamental valuation. My philosophy is fundamental investing - I seek to identify underpriced securities relative to their potential future cash flows. I also use tactical allocation, investing more aggressively when equity prices are lower, and more conservati ...

Since the Federal Reserve started hiking interest rates in 2022, the staffing industry has been absolutely brutalized. Robert Half’s stock ( RHI ) is down from a peak of $121 per share in February 2022My name is David B McMillan and I am an investor interested in fundamental valuation. My philosophy is fundamental investing - I seek to identify underpriced securities relative to their potential future cash flows. I also use tactical allocation, investing more aggressively when equity prices are lower, and m ...