I see a generational opportunity in quality stocks, defined by high ROE, stable earnings growth, and low debt. Quality stocks have underperformed AI-driven leaders, creating rare relative value and attractive risk/reward for diversified, income-focused investors. My screen highlights 33 U.S. large caps with ≥25% ROE and ≥2% yield, many trading at compelling valuations.
Boeing (NYSE: BA) and Lockheed Martin (NYSE: LMT) reported Q3 2025 earnings in late October, revealing two aerospace giants in completely different financial realities.
FORT WORTH, Texas , Dec. 4, 2025 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) Skunk Works® successfully completed a live demonstration of artificial intelligence driven mission contingency management (AI/MCM) on a Stalker XE Block 25 Unmanned Aerial Vehicle (UAV) and an Alta X 2.0 drone modified by Drone Amplified. This test demonstrates how AI can automatically adjust an unmanned mission when a...
Lockheed Martin said on Wednesday it has opened a hypersonics system integration lab at its Huntsville campus as it pushes to develop next-generation weapons.
The U.S. State Department has approved the potential sale of sustainment for F-16 jets and related equipment to Bahrain for an estimated cost of $455 million, the Pentagon said on Monday.
Shares of Teradyne advanced sharply as investors cheered the company's robust earnings and outlook for Teradyne's artificial intelligence compute testing business. We initiated a position in this customer relationship management software company because it enjoys a dominant market share and a wide competitive moat. We exited our position in nVent. It rallied on the prospect of increasing data c...
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