Elbit Systems Ltd. (ADR) (NASDAQ:ESLT)

My defense play.
International exposure.
Good balance sheet.
Increasing sales.
Rising star buy.

Manageable debt.
Moderate PE and PS.
Has moat.
52 wk low.
Rising star buy.

Rising Star:
http://www.fool.com/investing/general/2011/05/13/rising-star-buy-elbit-systems.aspx?source=irnsitlnk0000001

Here's the buy rec:

http://www.fool.com/investing/general/2011/05/13/rising-star-buy-elbit-systems.aspx

A solid company with a nice div. in a world which will continue to grow demand for their product lines.

At a historic low; bearish on peace.

Strong earnings, near 52 week low, getting ready to spike.

great company. Doing big business in fast growing Brazil

Value, growth, future tech.....where is the growth in military spending today and especially in the future? ESLT benefits from the war on terror as well ....FLIR is another one.

Held in mutual fund, real money.

In 2000 - sales of nearly $600M with a backlog of $1.44B, 2008 estimates of $2.6B in sales and a backlog of $5.5B with operating profit of double than that of 2007 (about $200M) - there is a trend here.
Having growing activity in all security sectors (land, air and sea), very good management team and with excellence in electro optics and electronic warfare - I see only growth here - and on the long run.

Three things to count on in my lifetime: death, taxes, and Israel will be at war. After the news on Friday of eminent war between Israel and Iran, I began an investigation into defense stocks that could stand to profit. Elbit Systems is my choice play right now due to the following conditions:

1. - First and foremost, statements by Israel hinting towards action tend to be preparatory, not just threatening. Elbit is the only publicly-traded Israeli defense company that I know of, as most Israeli defense companies are still state-owned (for security purposes) at this time.

2. - While the P/E seems high, and the PEG does not ease this discomfort, the ev/EBITDA is at a low 9.5ish, redeeming itself to a good valuation accounting for debt.

3. - Earnings estimates look positive, and they have continuously surprised analyst estimates for the past 4 quarters, by an increasing margin each consecutive quarter, and most recently by a giant leap up to a 34% surprise.

4. - Elbit sits on a mountain of cash, awaiting timely purchase of choice acquisitions, especially if Israeli government allows for the privatization of some defense companies.

5. - Elbit specializes in growth defense markets: unmanned vehicles and simulation software.

6. - 65% of revenues are collected in non-dollar denominations, providing a hedge against the declining value of the dollar.

7. - Inside ownership is a whopping 50%!

This stock along with the rest of the defense sector is heading higher. Say hello to investors and money managers looking to survive a recession this summer by jumping into defense. Learn to follow the crowd (mutual funds and such)--it consistantly weathers better than navigating against the grain.

Defense electronics, is a innovative field, with high demand and especially in an unstable part of the world.
I would reckon that this will farewell over the next 5 years

this stock has been on a gradula increase over the last few month's. it is time for the trend to change.

Came up as my recommended stock. While I don't think it's a Lockheed, FLIR, or Ceradyne, I think this company has some potential. Defense is a fickle business where size matters and it only takes the loss of 1 big contract to put a smaller company out. They seem to have a good product and service line so making it is where the management comes in. I'd have to look further into before buying.

Elbit, or ESLT, is one of the most growing companies in Israel these days. in a few days Elbit will report their backlog which is 4.5B dollar. only a half of it is destinated to 2008 - the rest is mostly for 2009-2010. that means that Elbit has 2 years and a 1/4 of promised incomes. moreover, this income of 4.5B does not incule another 2.5B of sellings to the US army that needs to be confirmed by the pentagon.

i also read that the CAGR of ESLT should be 10% (growing pase per year), and the main banks and investment companies here in Israel say that Elbit will become a leading compay in the world market.

top small defence/aerospace scompany out of Israel

Posted positive Earnings surprise recently. Good earning history.