$LMT Lockheed Tape Reports
Per Ticker.id: $LMT Lockheed Tape Reports — 49 podcast mentions across 14 podcasts (30 days), latest 2026-08-27 00:06 UTC.
And we also answered a question about Costco and many other companies, but Costco is most important, especially to Luke. He's a big fan of Costco. But if you happen to miss that show, it was a great one. Go check it out. The best way to get every show is to follow Invest Talk wherever you get your podcasts. Now we have a lot of ground to cover. Over the next 45 minutes today, and time permitting, we'll get to all of it. And our main focus point is about Germany's aging population. New data came out around how much of their budget is going towards entitlements. And is that a harbinger of things to come here in America? Because from a demographic standpoint, we're a bit behind Europe and Germany. So we're going to look at that. In addition, we are going to touch on Leverage ETFs. Regulators have approved them, but the outcome for investors has been horrendous. So we're gonna look at that, and then we're gonna look at all different types of investments that prey to the worst instinct of the average investor. What's good, what's bad, and what you should avoid. Like the plague. So we'll look at that. We also will answer questions about which sector to invest in, and then Lockheed Martin. These are from the InvestTalk Voice Bank.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27Hi, good day, Justin and Luke. This is Matt from Minneapolis calling. I have a question here for you gentlemen. Hopefully you could answer for me and give advice upon. I'm still, uh, liquidating, trying to take, uh, profit before I lose everything here from the volatile stock MU, old Micron, and I'm considering investing it in one of two things I've been following and noticing are moving up pretty good. One of them is LMT, Lockheed Martin, which has been going up consistently. And with the situation as it is, who knows when the war will come to an end, so we could be building supplies from that company for years, I guess you can just say. And the other company is Charles Schwab. That stock has also been moving up well. Both of them pay decent dividend. Anyways, I was just wondering which of these two looks inviting to you gentlemen, if you'd give either one of them a thumbs up or maybe put some money in both of them. Thank you for listening. I look forward to hearing your response on the show. Have a good day.
Speaker D — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27All right, looking at two different names, like the fact that you're trimming Micron at these levels and then looking for alternatives. Now you're looking at two very different companies. Lockheed, obviously very tied to the military industry and whether or not we're going to continue to ramp up our spending. Obviously near term, as long as this war drags on, we're low on emissions, so companies like Lockheed are going to get some money. Uh, in a long term I think this, you know, are we going to go from $1 trillion in spending to $1.5 trillion like the current administration wants? How does that butt up against our needs for staying solvent and financing those deficits? That's a huge question. And so I do think that there's a huge risk that 2, 3, 4, or 5 years from now, there's a shift in policy around massive military spending. Maybe shifting that more towards drones. There's, that's been a big change within the defense industry as a whole, just seeing what, not only what Ukraine's doing, but what even Iran is doing in the Strait of Hormuz by using drone technology to achieve national security goals. Let's just say that. So do you need huge weapon systems, legacy weapon systems like we've had for 30, 40, 50 years? You know, most likely to some degree, no. And I think over the medium to long term, that could hurt Lockheed along with the debt situation. So I don't love Lockheed as an investment. Now Schwab, very different name. It's a, it's kind of an oligopoly between them, Fidelity, E-Trade. There's some other brokers out there, but those are kind of the big guys. We use Schwab and Fidelity for our clients. We've owned Schwab for a long time, not just use them as a broker, but we've owned them for a long time. And it's been a pretty big winner. In 2024, it was down around $60 and now we're at $114. So about double in the last 2 years. It's a great business. And I think it's only going to continue to do better. It's a bit overbought right now, even though it was down today. But definitely if I'm picking one of the 3 from Micron to Schwab to Lockheed Martin, It's definitely Schwab at the top of the list. Now our 24/7 InvestTalk voice bank never closes.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27I'm glad I don't have to make this decision. Micron's committed to investing $250 billion in the US through 2035, which would allow it to produce 40% of its DRAMs domestically. That could create 90,000 direct and indirect jobs. It could bring back whole towns like Clay, New York, where, where Micron's building out this $100 billion fab complex, the largest private investment ever in New York. There's some trouble Gee, built a television design and production site there in the '40s after the war. Thousands of workers toiled over multiple years. 1993, Lockheed Martin took over the site. Lockheed Martin is still there, but it's no longer the locus of big manufacturing jobs. Plus, neighboring Syracuse is one of the poorest mid-sized cities in the country. Carrier, another big employer, used to manufacture container refrigeration products, a huge blue-collar operation. That's gone now, though Carrier still maintains a big research facility. Together, this idle workforce formed these companies. Well, could be— it could be true for Micron and for their families too. Now that we're committed to bringing back manufacturing for critical materials, I applaud that. But this is mad money. So we need to ask, is it good for the shareholders? Is it good for you? Is it what you want? Now, some shareholders don't want growth. They want return. I think that like SK Hynix, the largest company in the memory space, that's a Korean company. Micron can do both. These guys have a long history of building things in the US, in Boise, Clay, New York. Wow. It's part of their DNA. They aren't going to return capital if there's big money to be made expanding. So if you own Micron hoping for a SanDisk-like return of capital, you're probably not going to get it. The reason to own Micron is because it wants to innovate and bring out the best semis, even if it costs a great deal of money. I support Micron strategy not just because it's good for American manufacturing, But more importantly, because it's good for the stock. It's up 220%. It's the 4th best stock in the S&P 500 year to date. Not bad for a big spender. I like to say there's always a bull market somewhere. I punch that button just for you right here on Mad Money. I'm Jim Cramer. I'll see you tomorrow.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Yeah, the, the article, um, feel free to click on it. It's called Navigating Market Turbulence: 6 Top Stocks for Balancing Stability and Growth. It came out on August 13th. And, um, if you click on it, you know, please follow me so you can see some of my other articles. As well, but it really speaks to the environment that we're in. There's any number of ways that you can identify these stocks. You don't have to go on my recommendations. Seeking Alpha has a screening tool where you could identify growth stocks or you can identify dividend stocks. So it's available. But in particular, one stock that I do like is Lockheed Martin, which is an income-generating stock. The yield on it currently, it's 2.3%, so it's significantly higher than the S&P 500. And even at 2.3%, it would be higher than many income-oriented ETFs. By example, the Vanguard High Yield Index ETF has a yield that's only about 2%. So Lockheed Martin coming in at 2.3% for its forward yield is above that. But it's an industrial company in the aerospace and defense. It's largest out there. And being that, uh, unfortunately we've had so many wars, uh, throughout the world between, uh, the Ukraine and Russia, the Middle East, uh, the US and Iran, a lot of stockpiles worldwide are quite low. So puts Lockheed Martin in a very good position. Um, their valuation is in line with the industrial sector, and right now, uh, the growth is in line with the industrial sector, but we have a lot of analysts revising their numbers up for Lockheed Martin. So I think that continues to put it in a good place. So yes, that's yielding about 2.3%. So that would be my— and whenever I do have an income-oriented idea, it typically is a strong buy or buy as well. So I look at that directional rating different than I do The dividend yield, uh, for our dividend yield, our primary concern is that the companies will maintain that dividend. So we have another set of factors that we use, which I called, uh, dividend grades. And we have a dividend safety grade and a dividend growth grade.
Steve Kress — Investing Experts · Lockheed Martin + Sandisk: balance and diversification, growth and income · 2026-08-17So when I do look to buy dividend stocks, I make sure in terms of those dividend grades that they're at minimum in the C+ B- range, and I feel fairly confident that your dividend should be safe with those. Then we have our directional recommendation, which is a strong buy, buy or hold, which means that stock should offer capital appreciation as well. So we're kind of combining, uh, looking for capital appreciation and income at the same time. And Lockheed Martin fits right in that. If I were to look on the growth side, um, one of the stocks that I like a lot now is SanDisk. Uh, this is in the IT sector. Specifically in the technology hardware and storage sector. SanDisk is a name that's actually really well known, like thumb drives. These little red thumb drives have been around for decades that say SanDisk on it. That pretty much is known as the memory stick company, but it, as I often say, it's no longer your father's SanDisk memory stick. They are heavily involved in data centers and memory for data centers, and this has meant a lot for their company in terms of growth. It's one of the few companies that in the IT sector is incredibly cheap. So in terms of valuation, we have an A+ grade on it, and that A+ grade gives you an instant characterization saying this is far cheaper than the rest of the sector. The factor grades that we use are always relative to the sector. So whether you're looking at the value, growth, or profitability, you see an A grade or an F grade gives you that instant characterization of where it is versus a sector. And when you click on valuation for SanDisk, it's got a PE, and like, this is incredible. Its forward PE is only 6.96 times. Versus a sector at 30 times. So it's incredibly cheap versus a sector. But if you look at the company's forward growth rate, the EPS growth rate right now, forward growth is 345%. So it is tremendous growth. It is incredibly cheap. So it's one of our top strong buy recommendations, and we have this in our Alpha Picks portfolio as well as in our PQP portfolio, which are focused on growth.
Steve Kress — Investing Experts · Lockheed Martin + Sandisk: balance and diversification, growth and income · 2026-08-17And I should mention, um, Lockheed Martin is in our Quant Growth and Income portfolio, uh, which is a product rebalances once every 2 weeks, maybe 2 to 3 trades a month. But all the stocks in the Quant Growth and Income portfolio they pay dividends, where with AlphaPix and PQP, that's not a criteria. So it, it's nice to have a balanced approach for the individual stocks or for portfolio services. If you want to have both, you can have the Quant Growth and Income and a product like AlphaPix. So you get that nice balance of focusing on capital appreciation as well as income generation.
Steve Kress — Investing Experts · Lockheed Martin + Sandisk: balance and diversification, growth and income · 2026-08-17I have a couple questions about Lockheed Martin, but I also, as long as you're talking about the Quant Growth and Income portfolio, which we had an episode a month ago, a couple months ago with you introducing that portfolio. And just to kind of update our audience on that portfolio, much like your other portfolios, Steve, it's doing gangbusters. So I would love it if you could share an update with our audience about that.
Rena — Investing Experts · Lockheed Martin + Sandisk: balance and diversification, growth and income · 2026-08-17