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Opinions David Fingold
Elbit SystemsESLTTOP PICKAug 14, 2017
David FingoldOwned
$151.22
Stock price when the opinion was issued
$790.55
As of Jun 18, 2026. Market Open.
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BUY ON WEAKNESS
Owns shares in the company and is one of the largest shareholders.
Performance of stock price has been excellent.
Very strong company with excellent management team.
Expecting demand for defense technology will be higher as global tensions persist.
David FingoldOwned
0
TOP PICK
This has been a long term holding and has been consolidating. It is Israel's largest defense contractor. There is good upside to Israel's defense budget and global defense budgets. It does a lot of business in Western Europe. It is an industry leader in areas such as night vision, cyber defense, high energy weapons, unmanned systems. Buy 2, Hold 1, Sell 0
David FingoldOwned
0
BUY
Has held for about 10 years. It is Israel's largest defense contractor. It is a leader in electronics, night vision, virtual augmented and reality, lasers, high energy weapons,etc. Has many products for the Israeli navy and possibly for world navies. Defense spending has generally been losing ground but it is now considered mandatory.
David FingoldOwned
0
TOP PICK
Israel's largest defense contractor and is way ahead of competitors. High energy weapons. Has made some very important and interesting acquisitions. Very good long term growth. It is a family controlled business and his company is one of the largest shareholders after family.
David FingoldOwned
0
BUY
Recent acquisitions will let them significantly penetrate the naval market. Likes it. Long-time holder of the stock.
David FingoldOwned
0
PAST TOP PICK
(A Top Pick Aug 02/19, Down 13%) They make defence electronics and a strong performer since their last acquisition. He's holding this long term. A headwind is the market moving towards cyclical businesses instead of defence stocks. But ESLT still has strong long-term prospects.
David FingoldOwned
0
PAST TOP PICK
(A Top Pick May 27/19, Down 13%) Still likes it. A big player in cyber warfare, drones, AR and VR (defence electronics). Excellent managers. Just bought a night vision systems company. Well positioned in all part of the fastest-growing parts of the defense industry.
David FingoldOwned
0
TOP PICK
Israel's largest defensive publicly traded contractor. Largely electronics and are within the mid-cycle of defense spending. The largest producer of drones. They make a "re-drone" system that would have safeguarded Saudi oil facilities as it allows for control to be taken over drones to land them safely. Yield 1.09% (Analysts’ price target is $153.67)
David FingoldOwned
0
TOP PICK
The world's biggest producer of military drones, so there's a big renewal for them now. They're also a big maker of night vision systems, and bought a competitor to reduce this space to only two players. 20-30% of their sales in 2018 were in cyber warfare. (Analysts’ price target is $141.24)
David FingoldOwned
0
TOP PICK
We are still in an up-cycle in defense spending. They have high exposure to Israel, the fastest growing economy in the world. They are a leader in drones and electronic warfare. They completed several acquisitions. They have had good contract announcements recently. (Analysts’ price target is $51399.00)
David FingoldOwned
0
PAST TOP PICK
(A Top Pick Jan 03/18, Down 7%) It is in the defense business. It is a company he really likes and is a really long term holding. They are the largest producer in the world of drones. They have strong prospects.
David FingoldOwned
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PAST TOP PICK
(Past Top Pick, Aug.14, 2017, Down 6%) He's owned this for five years as a core holding. It's been sideways the past year for some reason, but sometimes that just happens. The last quarter, they had 11% backlog growth and announced a few acquisitions not yet in the numbers.
David FingoldOwned
0
HOLD
Has something materially changed in their operations? He is not aware of any changes that could be resulting in the stock declining in value and it trades near all-time highs. Business continues to look good and military defence spending will continue to grow. The founding shareholder holds a lot of the stock. Israeli defence spending continues at a high percentage of GDP. One third of their revenues are in cyber-security.
David FingoldOwned
0
Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control systems. The final third is their cyber division which includes both offensive and defensive cyber which national security agents may need to deal with terrorist threats. Dividend yield of 1.3%. (Analysts’ price target is ILS 337.00.)