Northrop Grumman: A Promising Investment Opportunity In The Defense Industry

Northrop Grumman: A Promising Investment Opportunity In The Defense Industry

Summary Northrop is a leading global defense contractor with a strong portfolio of products and services in the aerospace and defense industry. The company is well-positioned to benefit from secular trends and has significant growth opportunities, such as the Ground Based Strategic Deterrent, the militarization of space, and the B-21 bomber program. Despite risks, such as reduced defense spending, geopolitical tensions, and cost overruns, Northrop is a high-quality company with growth potential and a reasonable valuation. gece33 Northrop Grumman (NYSE: NOC ) is a leading global defense contractor with a strong portfolio of products and services in the aerospace and defense industry. The company is well-positioned to benefit from secular trends in the defense industry and has several significant growth opportunities, such as the Ground Based Strategic Deterrent, the militarization of space, and the development and manufacture of the B-21 bomber. Business Northrop is focused on producing hardware for classified programs and enjoys exposure to several significant military development programs that are still in their early stages. The defense budget is a political process, which makes it challenging to predict, so Northrop Grumman’s focus on a steady stream of contract wins provides a tangible growth profile. Defense contractors like […]

Humana: An Ultra SWAN With A $1.3 Trillion Growth Opportunity

Humana: An Ultra SWAN With A $1.3 Trillion Growth Opportunity

Written by Summary Value-based care, in which compensation is tied to good outcomes, is the new gold standard for health care. This is a highly recession-resistant business with industry leading care and 20% higher margins. As part of the fast dividend growth part of your portfolio, Humana is a potential rich retirement dream stock. This idea was discussed in more depth with members of my private investing community, iREIT on Alpha. Learn More » jetcityimage This article was co-produced with Dividend Sensei. A recession is highly likely in 2023. How likely? The bond market thinks we have a 100% probability of recession starting by July. A January survey by Ernst & Young of 1,200 CEOs found that 98% expect a recession this year. The FactSet consensus is that we’re in a mild six-month recession right now, and the Bloomberg consensus is that a mild recession begins in Q2 and lasts two quarters. 0% overall growth in 2023 the mildest recession in US history the previous mildest was 2001’s -0.4% growth year. That’s the good news. The bad news is that historically economists almost always underestimate recessions, so it’s possibly that negative growth this year could be worse. But guess […]

S&P Global: Strong Growth Opportunities

S&P Global: Strong Growth Opportunities

da-kuk Investment Thesis S&P Global (NYSE: SPGI ) has been one of the best compounders in the past decade, with its share price up over 750% during the period, comfortably beating the return of the S&P 500 index. However, amid high inflation, rising rates, and recessionary fears, the company is now trading 23% below its all-time high. I believe the pullback is temporary and provides a good buying opportunity for long-term investors as the company’s fundamentals remain strong and the merger with IHS Markit should open up more growth opportunities. The company has been very shareholder friendly throughout the past with consistent increases in dividends and buybacks. The latest guidance was extremely upbeat and indicate a re-acceleration in growth. The current valuation is also discounted when compared to peers. Therefore I rate S&P Global as a buy. Data by YCharts Multiple Growth Opportunities In late 2020, S&P Global merged with IHS Markit in a $44 billion all-stock deal , transforming the company into a financial powerhouse. IHS Markit specializes in analytics and information solutions for the financial markets. The merger allows S&P Global to diversify its revenue stream and further expand into the analytical space, which presents a huge […]

MKC to use KFB's RKAP to bring Kansans career opportunity through apprenticeships in agriculture

MKC to use KFB’s RKAP to bring Kansans career opportunity through apprenticeships in agriculture

The apprenticeship program is designed to provide on-the-job training and technical instruction to employees hired into specific entry-level operations positions. (Photo: John Welsh, Flickr/Creative Commons) MANHATTAN, Kan. – Mid-Kansas Cooperative (MKC) is pleased to announce the launch of an apprenticeship program to hire agricultural equipment operators, CDL drivers and operations specialists through Kansas Farm Bureau’s (KFB) Rural Kansas Apprenticeship Program (RKAP). “This apprenticeship program formalizes the training and opportunities for career growth that have existed at MKC for years. We believe that clarifying our commitment through this opportunity provides people with or without agricultural experience a clear path to a rewarding role in our organization.” – Anne Anderton Warren, Executive Vice President & Chief Talent Officer, MKC. The program is designed to provide on-the-job training and technical instruction to employees hired into specific entry-level operations positions. Apprentices will be recruited, interviewed, hired and employed by MKC. KFB will serve as the intermediary sponsor working with MKC and The Kansas Office of Registered Apprenticeship to assist in the administration of these apprenticeship opportunities. These apprenticeships will provide MKC with additional value proposition for attracting new employees and apprentices in these roles. Apprentices will receive mentorship, training and compensation while developing […]

Comer Widens Investigation into Biden’s Involvement in His Family’s Business Schemes

Comer Widens Investigation into Biden’s Involvement in His Family’s Business Schemes

Calls on Hunter and James Biden, Eric Schwerin to provide documents, records, and communications WASHINGTON—House Committee on Oversight and Accountability Chairman James Comer (R-Ky.) is calling on Hunter Biden, James Biden, and Eric Schwerin to provide documents, communications, and records related to President Biden’s involvement in his family’s business schemes. “Hunter Biden, James Biden, and Eric Schwerin are key witnesses in our investigation of Joe Biden’s involvement in his family’s international and domestic business schemes. Evidence obtained in our investigation reveals the Biden family business model is built on Joe Biden’s political career and connections. Biden family members attempted to sell access around the world, including individuals who were connected to the Chinese Communist Party, to enrich themselves to the detriment of American interests. If President Biden is compromised by deals with foreign adversaries and they are impacting his decision making, this is a threat to national security. “The American people deserve transparency and accountability about the Biden family’s influence peddling. The Oversight Committee is committed to exposing the waste, fraud, and abuse that has taken place at the highest levels of our government. Hunter Biden, James Biden, and Eric Schwerin’s documents, records, and communications are critical to this […]

NatWest to end new business loans for oil and gas extraction

NatWest to end new business loans for oil and gas extraction

NatWest will next week publish plans to halve emissions created by projects it finances by 2030. NatWest has announced it will stop offering loans to new customers hoping to fund oil and gas exploration, extraction or production projects, as part of a wider climate transition plan due to be unveiled next week. The banks’s chief executive, Alison Rose, said similar steps would be taken to phase out the same funding for existing customers, meaning the bank would refuse to renew, refinance or extend loans for upstream gas projects from the start of 2026. “We want to ensure our capital is being used to support a transition while continuing to reduce the financing of harmful emissions,” Rose said. “I hope this sends a strong signal that we are serious about ending the most harmful activity while financing the transition,” she added. Rose made the announcement as she trailed the release of the bank’s first climate transition plan, which is due to be unveiled alongside the bank’s full-year results next Friday. The plan, which will be one of the first released by a UK bank, will give a sector-by-sector breakdown of how NatWest will halve the emissions created by the projects […]

University announces new initiative to bring the Kelce College of Business to downtown Pittsburg

University announces new initiative to bring the Kelce College of Business to downtown Pittsburg

Pittsburg State University is launching a bold new initiative in downtown Pittsburg: Gorilla Rising, which will expand PSU’s educational footprint in the Block22 neighborhood—strengthening the local business district and providing students with new and unique learning experiences. The university is cooperating with local business leaders and the City of Pittsburg on the initiative. A new building for the Kelce College of Business will become the keystone anchor of this district, built at Fifth and Broadway on the footprint of the building currently leased by BMO Harris Bank. In addition, the university will partner with the Colonial Fox Theatre to share space in a two-story pavilion already planned by the theater to accommodate a lobby expansion and theatrical support, to be built on the empty lot owned by the Fox between the two buildings. Artists’ preliminary renderings for the proposed space; renderings could change in the design phase. The redevelopment of the historic Besse Hotel — the tallest building in Southeast Kansas and one of the most iconic structures in Pittsburg— also is a component. The concept has been approved by the Kansas Board of Regents and endorsed by faculty and KCOB Dean Paul Grimes, who said the move will […]

Moorhead business leaders call on state Sen. Kupec to oppose proposed mandatory family leave program

Moorhead business leaders call on state Sen. Kupec to oppose proposed mandatory family leave program

Minnesota State Sen. Rob Kupec, DFL-Moorhead, speaks about the proposed mandatory leave program during a press conference at the Hjemkomst Center in Moorhead on Friday, Feb. 10, 2023. MOORHEAD — Business leaders told freshman Minnesota Sen. Rob Kupec, DFL-Moorhead, that he may have to choose between his caucus and his constituents when it comes to a proposed medical and family leave act. The state senator met with Moorhead business and government leaders on Friday, Feb. 10, to discuss Minnesota SF 2, a bill that would require employers to allow employees up to 24 weeks of paid medical and family leave. The program would allow for 12 weeks each for both medical and family designated leave. The estimated cost of the program is $1.7 billion, and would implement a .07% payroll tax and a new government department tasked with regulating the program. As of Friday, 98 companies have signed on in opposition of bill. After sitting down with roughly 50 business from the community, Kupec did not commit support for or against the bill directly. "It’s really important to get this feedback on these bills, particularly in this situation being on the border," Kupec said. "From the business owners, there […]

'American Pickers' make stop in Central PA; interview Tyrone business owner

‘American Pickers’ make stop in Central PA; interview Tyrone business owner

PHOTO (L to R): ‘Jersey’ Jon Szalay, Cooper Ray, Glenn Ray, Robbie Wolf. Shep (Glenn’s faithful sidekick) in front. Blair Co., PA (WJAC) — According to a press release, the team from the popular TV show "American Pickers" recently made a stop in Central Pennsylvania where they interviewed a Blair County business owner. The "American Pickers" crew visited with Glenn Ray, the owner of G&R Excavating and Demolition in Tyrone. Mr. Ray says he has been salvaging items from various job sites for "decades" and jokes that his “hoard has become a bit out of control”. The crew, headed by antique experts Robbie Wolfe and Jon Szalay (aka ‘Jersey Jon’), visited three of Mr. Ray’s properties. Mr. Ray also discussed his lengthy career as a local stock car racer with the show’s producers. The episode, titled "Junkyard Jewels" is scheduled to air next Wednesday, Feb. 15th, at 9 p.m. on the History Channel.

Coinbase: The Staking Business Is At Risk

Coinbase: The Staking Business Is At Risk

Leon Neal Coinbase Global, Inc. (NASDAQ: COIN ) stock plummeted 14% yesterday (Feb. 9) with rumors that surfaced regarding a potential SEC ban on crypto staking in the United States. These rumors were triggered with the popular crypto exchange Kraken agreeing to pay $30 million to settle SEC allegations that its staking products were violating securities laws in the United States. As part of the agreement reached with the SEC, Kraken will also discontinue its staking products in the U.S. but these products will be available to international traders via a subsidiary of the company. With the SEC promising to tighten its grip on the crypto industry in light of risks associated with many crypto products, investor fears stemming from Kraken’s settlement with the SEC seem justifiable. This analysis aims to shed light on how crypto staking works, the importance of Coinbase’s staking business, and the outlook for this business segment. What is Crypto Staking? From a trader’s perspective, staking is the practice of locking up some or all crypto assets owned by an investor in exchange for a percentage-rate return. Every cryptocurrency uses a consensus mechanism to validate and verify transactions to add them to the blockchain. There […]