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I’m in deep with SAABY, think I’ll be safe?
I have $SPY and $QQQ puts, a fair amount of $GLD, I own shares of thales, Baesy, Rolls Royce, Rheinmettal and SAABY. So I can't help but think my portfolio is poised to have a good Monday. Thanks 🥭.
RNMBY RYCEY SAABY And others. Go hard with European defense stocks
I've been holding a lot of stocks outside the US. With the dollar continuing to drop, even if these stocks stay at an even level in their own currency (mostly Euro) I'm making 10%. My favorite right now is SAABY. The Viggen is very appealing if you canceled your F-35 purchase, and it would be the fighter of choice to fight the US Air Force. No other first line fighter has the dispersion capability that thing has. And it up 38% in the last month (in $). Also looking at CIEN and GLW for the fiber optic market. AI needs huge fast pipes, and increasingly for home connection.
Thanks for reminding me !! My history with RYCEY: Bought 400 shares @ 8.17 Feb 19, Total cost -$3,268.00 Sold 400 shares @ $13.51 Jul-29-2025, cost $5,402.00 So I made $2000 on RYCEY this year, but I currently have none. I still think Euro and Asia defense stocks have a good year ahead in 2026. Bad year for humanity, good for defense stocks. I also like SAABY, the grippen may not be the worlds best fighter jet, but it is not a US made fighter jet, and former allies might be looking to diversify their arsenal. I think I will by some RYCEY today.
SAABY in Sweden, SAABF in USA.
does your brokerage account not have ADRs for basically any major foreign security? Like Fidelity happily lets me throw all kinds of money at SAABY and other foreign defense contractors, we just buy the ADRs
Oh for sure. I was lucky to be long on DRS before a lot of the names started to run. Just wild to see so many has solid gains. SAABY is another one. Looking into KD. Not a defense name, more IT. Looks like a lot of declining revenue, but started to see some positive EPS and ROIC. Starting to dig into the company on the flight.
Sold SPY in Feb, bought back half in April and bought into Gold miners and Euro Defence with the rest. R3NK 61% | RHM 60% | ASM 45% | SAABY 35% | EXA 29% | TMC 28% Not all wins though... ETL -53% | MUX -22%
European defense ETF might be your best bet. Rheinmetall is too hot at the moment — but a major mover — while SAABY, FINMY, RYCEY and several others are still good buys for individual defense stocks across the pond. Fundamentals are pretty strong in this realm, so read up a little on these companies, and I think you'll feel confident that they'll provide some longitudinal value over the coming years.
Doesn’t really matter what the company is, I try to avoid buying around ATHs, especially after a 250% run up in the last year. You’ll likely be able to pick up shares at cheaper prices in the future. Why does it trade at a 7x P/S ratio when SAABY trades at a P/S of 3.5 and FINMY trades more in line with US defense companies at a P/S of less than 2? Tbh I don’t really follow these companies, maybe there’s a good reason.
You're right, I wouldn't buy RNMBY right now either, but some of the other are still well-priced, such as the others I mentioned. I bought some SAABY well after and I'm reaping benefits from them. And these companies keep signing more and more contracts... I'm attracted to the fundamentals they provide. Your suggestions are good as well, tho I wouldn't feel great about NVO. Even though I use Fidelity, I actually haven't messed with FSPSX and just have some shares of VXUS in the pocket. To be perfectly honest, until I can be convinced that US equities aren't just a meme market, I'm keeping some powder dry (4% money markets ain't bad) and the rest of my money in the inevitability war (the latter being the point in OP's context).
I've made more money from Rheinmetall the past few months than I have in several years going with "VOO and chill". Maybe take a look at the global climate, the recent initiatives to build up European armed forces... this isn't 1929. There's money to be made in war. RNMBY, SAABY, FINMY... I don't love RYCEY personally but it's growing well too. If you can't pick, go with an ETF.
I own SAABF, and see a SAABY is also available. Can anyone explain the difference? Im not complaining as both are doing well. Cheers and GLTA
I'm probably a little late to the party here but my long plays are currently VXUS, RNMBY, FINMY, SAABY, THLLY.
In that case, SHLD, SAABY and ASTS seem interesting. Good luck!
It's not easy. Convinced that Trump would lead us into serious economic chaos (due to having no handlers this time around), I sold off my investments in my tax advantaged accounts in late January and have been in FZDXX, GLD, SAABY, and RNMBY ever since. While I've seen mostly green days since then, I have not always been so fortunate in the past.
It's not easy. Convinced that Trump would lead us into serious economic chaos (due to having no handlers this time around), I cashed out of my tax advantaged accounts in late January and have been in FZDXX, GLD, SAABY, and RNMBY since. While I've seen mostly green days since then, I have not always been so fortunate in the past.
How are y'all hedging against a possible Trumpcession (i.e., U.S.-specific recession) and/or U.S. isolationism? I went in a bit on a gold ETF (GLDM) and some European defense stocks given the Ukranian war as listed below, but am looking for other international investments. 1. Rhinemetall (RNMBY) 2. Hensoldt (HAGHY) 3. Saab (SAABY) 4. Bae Systems (BAESY) 5. Thyssenkrupp (TKAMY) 6. Rolls Royce (RYCEY) And I have a bit of Alibaba (BABA) but I honestly don't trust the Chinese markets as much.
How are y'all hedging against a possible Trumpcession (i.e., U.S.-specific recession) and/or U.S. isolationism? I went in a bit on a gold ETF (GLDM) and some European defense stocks given the Ukranian war as listed below, but am looking for other international investments. 1. Rhinemetall (RNMBY) 2. Hensoldt (HAGHY) 3. Saab (SAABY) 4. Bae Systems (BAESY) 5. Thyssenkrupp (TKAMY) 6. Rolls Royce (RYCEY) And I have a bit of Alibaba (BABA) but I honestly don't trust the Chinese markets as much.
How are y'all hedging against a possible Trumpcession (i.e., U.S.-specific recession)? I went in a bit on a gold ETF (GLDM) and some European defense stocks given the Ukranian war as listed below, but am looking for other international investments. 1. Rhinemetall (RNMBY) 2. Hensoldt (HAGHY) 3. Saab (SAABY) 4. Bae Systems (BAESY) 5. Thyssenkrupp (TKAMY) 6. Rolls Royce (RYCEY) And I have a bit of Alibaba (BABA) but I honestly don't trust the Chinese markets as much.
Think SAABY might go higher. That f35 is toast. Puts on LMT.
I bought SAABY last month and my start DCAing it. FEZ is a bit high now but I’m adding it to DCA in a month or so to gauge volatility. This is all a long game. DCA and ignore volatility for the rest of the administration.
Just bought EUAD top holdings (work for bank and can’t EUAD was blocked) THLLY, SAABY, DUAVF, and QNTQY
SAABY.... Euro defence.
[Anyone see this?](https://www.msn.com/en-us/news/world/president-von-der-leyen-calls-for-massive-surge-in-european-defense/vi-AA1A9UC7?ocid=socialshare#details) Trade in what you have in exchange for BAESY / RNMBY / SAABY / TKAMY / KBGGY / HAGHY / FINMY / THLLY / QNTQY / etc and change your life. Just look at the gains in the last trading session. End your misery.
How do I buy SAABY stock without getting burned by fees?
SAABY over the last month has been awesome too
Bought Saab today SAABY on the US exchange.
📮 My security assistance play **⚠️: WARNING. This play is not yet complete. There are still several items that I need to research, but I've decided to post now since several of these tickers are already running. I bought in the morning, so evaluate if you're too late.** The U.S. has already supplied Ukraine with security assistance in the past, and in great part because of that, the stocks from those companies have already soared. Some of them are coming back down to their 20-SMA. *(They're actually going up now, so that's why I'm posting now)* I'm outlining this play because even though I might not buy all the tickers I mention here, I will keep them on a watchlist. On Mar 16, the White House released [this statement](https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/16/fact-sheet-on-u-s-security-assistance-for-ukraine/). >an additional **$800 million** in security assistance to Ukraine, bringing the total U.S. security assistance committed to Ukraine to **$1 billion** in just the past week. > >The assistance will take the form of direct transfers of equipment from the Department of Defense to the Ukrainian military to help them defend their country against Russia’s unprovoked and unjustified invasion. That $800 million assistance package includes: * 800 Stinger anti-aircraft systems **(RTX)** * 2,000 Javelin anti-armor systems **(RTX & LMT)** * 1,000 light anti-armor weapons (NSKFF) Ok, so the White House didn't specify, but I [researched further](https://www.jpost.com/international/article-701652) and found out these are M72 LAW, which are made by Nammo. That's a private company owned by the Norwegian Ministry of Trade and Industry and Patria. Patria is owned by the Finnish government and Kongsberg Defense & Aerospace AS. That last one is part of Kongsberg Gruppen, and her ticker is NSKFF. It might be complicated for investors to dig this deep, the purchase might just be minimal when you consider it's just a fraction of the supplier and within a much bigger group. And besides, there's no option chain here. But I add it anyway. * 6,000 AT-4 anti-armor systems (SAABY) Yes, the AT-4 is made by Bofors Dynamics, which is owned by Saab. * 100 Tactical Unmanned Aerial Systems **(AVAV)** I had [previously mentioned these](https://www.reddit.com/r/wallstreetbetsOGs/comments/tgyqg1/comment/i15hk8w/?utm_source=share&utm_medium=web2x&context=3). * 100 grenade launchers **(GD)** I have not been able to verify, but according to this [Ukrainian website](https://www.ukrmilitary.com/2022/02/40-mk-19.html), they had previously received Mk 19 grenade launchers. It makes sense to send more of these since Ukrainian troops already know how to use them. * 5,000 rifles I have not been able to verify, but this [Wikipedia page](https://en.wikipedia.org/wiki/List_of_equipment_of_the_Ukrainian_Ground_Forces) claims the M14 rifle has been seen in Ukraine, and it would make sense for the U.S. to deplete this inventory since the M16 and M4 carbine have replaced the M14. In other words, Old Glory will not order more M14. The rest of the rifles from that page are mostly from the Soviet Union or Russia. There's no obvious play here, although you could add CZGZF since they produce the vz. 58 and the Czech Republic sent 5,000 of these to Ukraine. I might write another play, considering what other countries have sent. And I still need to research: * 1,000 pistols * 400 machine guns * 400 shotguns * Over 20 million rounds of small arms ammunition and grenade launcher and mortar rounds * 25,000 sets of body armor * 25,000 helmets Plus the other items that had already been sent to Ukraine. I'll update the play as a new post, once I research. Thoughts?
I still need to post my security assistance play, but just letting you know one of the tickers (GD) is running. Might be a bit late now, but letting you know. Other tickers are RTX, LMT, AVAV, CZGZF, NSKFF, SAABY. If you want to add them to your watchlist. I'll post the play later.
You see these switchblade kamikaze drones they have now? And the Saab NLAW rocket launchers? The future of war is disposable, mass produced, smart weapons. Fidget spinners with high explosives and a targeting AI that geolocate your social media. Paper planes filled with chips and C4 driven by satellite feeds dropping within inches of your last tik tok. One day NLAWs will be as common as the old Nokia brick cell phones and you'll have to carry one around to shoot drones out of the sky just to fill up your tank with $200 a gallon gas. Calls on SAABY.
Right... And, buy European aerospace and defense companies (SAABY, etc.) first because they'll directly benefit more from the spending increase commitments that have already been announced.