LMT


Value Pick – October 25, 2026

Value Pick – October 25, 2026

No pick this week. Meta's negative free cash flow rattled the tech sector, the cybersecurity pair reversed sharply higher, and the Aerospace & Defense review begins.
Value Pick – July 26, 2026

Value Pick – July 26, 2026

No pick this week as four mega-cap earnings reports and a Fed meeting loom — but Netflix is on sale at a 27% discount with 35–50% upside implied by analysts.