Goldman Sachs Eleva Visão De Empresas De Armas De Neutra Para Atraente

Artigo mais popular da versão online da Barron's de ontem e hoje, 28 e 29 de novembro de 2007.

http://online.barrons.com/article/SB119620098766305648.html

Goldman Sachs eleva visão de empresas de armas de neutra para atraente.

Time to Get Defensive
Word Count: 631 | Companies Featured in This Article: L-3 Communications, Lockheed Martin, Northrop Grumman, Raytheon, General Dynamics

Goldman Sachs

THE GOLDMAN SACHS ECONOMICS TEAM is projecting a slowing in real GDP growth to 1.9% in 2008, with the Fed projecting real GDP growth of 2% to 2.8% in 2009 and 2.2% to 2.7% in 2010 (both years below the 3.3% historical mean).

We think it's a good time be defensive, and we are raising our defense sector coverage view to Attractive from Neutral.

Defense revenues are driven by government and Department of Defense funding, not the consumer and ultimately economic cycles, unlike other cyclical sectors. Therefore, we believe defense stocks are an attractive place for investors to be.



http://online.barrons.com/article/SB119620098766305648.html