04-25-2015, 10:28 AM
Ok, I've done a somewhat deeper dive on RTN. I'm glad you guys brought this one to my attention; it scores well in my system.
I'm still giving a strong edge to XOM, however, as single best DG stock at the moment.
RTN has a small edge in both earnings growth and dividend growth. Their payout ratios are about the same. XOM has a better-established DG streak, but I wouldn't ding RTN too much for that. Where XOM really dominates RTN is with a much higher current yield and a much lower P/E ratio. Those count for a lot with me, and make XOM seem like a much better value at the moment.
This is not to say anything bad about RTN. Now that it is on my radar, I will explore further and could imagine opening a position. But for "single best at the moment" I'm sticking with XOM. What arguments for RTN am I overlooking?
(Just for fun, XOM scores a 78 in my silly system, compared to 62 for RTN and 71 for JNJ.)
I'm still giving a strong edge to XOM, however, as single best DG stock at the moment.
RTN has a small edge in both earnings growth and dividend growth. Their payout ratios are about the same. XOM has a better-established DG streak, but I wouldn't ding RTN too much for that. Where XOM really dominates RTN is with a much higher current yield and a much lower P/E ratio. Those count for a lot with me, and make XOM seem like a much better value at the moment.
This is not to say anything bad about RTN. Now that it is on my radar, I will explore further and could imagine opening a position. But for "single best at the moment" I'm sticking with XOM. What arguments for RTN am I overlooking?
(Just for fun, XOM scores a 78 in my silly system, compared to 62 for RTN and 71 for JNJ.)