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u/Vast-Ticket772-FP

3 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NOCr/ValueInvestingDiscussionbullish
u/Vast-Ticket772-FP · 21d ago2 prior · awaiting results

NOC (Northrop Grumman) Valuation Breakdown: Trading Near 52-Week Lows Despite Record Backlog - Deep Value or Value Trap?

NOC trades at 16–17.5x forward P/E, below its historical 5-year average, while holding a record $85B+ order backlog backed by long-term, defensible programs like the B-21 Raider and Sentinel ICBM modernization. The combination of valuation compression and multi-year revenue visibility suggests the pullback toward $480–$485 represents an attractive accumulation opportunity for patient capital.

original post →
$NOCr/ValueInvestingDiscussionbullish
u/Vast-Ticket772-FP · 21d ago2 prior · awaiting results

NOC (Northrop) Trading Near 52-Week Low and Below Historical PE. buy?

Northrop is trading near 52-week lows at $485 with a forward PE of 16-17.5x, offering reasonable value relative to its record defense order backlog despite near-term negative price action.

original post →
$Or/ValueInvestingDiscussionbullish
u/Vast-Ticket772-FP · 22d ago2 prior · awaiting results
“buying it here, or maybe selling a put option at $45”

Thoughts on O (Realty Income)? Trading at 52-Week Low

The author is considering buying Realty Income (O) at its 52-week low due to its attractive nearly 6% yield, suggesting upside potential as the stock recovers from depressed levels.

original post →

End of results.