Teddy's Not the Only One Headed South! Defense Stocks Dive?

The Great Escape... From Profits?

Right so I saw this news. Apparently those... things... that make loud noises and go boom shares I think they are called? The prices have been going up up UP! Like my Teddy when I accidentally let go of the helium balloon at the park. But now some clever blokes in suits are saying they might be coming down. Down like my trousers when I forget my belt. Oh dear.

Money Money Money... Always Sunny?

All these European countries are throwing money at… security things. Lots and lots of money! Enough to buy oh I don't know a lifetime supply of custard creams! But these suit fellas at Citi (not the city mind you) are saying 'Hold on a minute!' They think it's all a bit much. A bit like when I tried to put all the shopping in my Mini. Didn't quite fit did it?

Goodbye Hensoldt Renk and Saab!

These companies Hensoldt Renk and... Saab they sound like characters from a very serious spy film. They've been doing very well apparently. Like me when I managed to cook Christmas dinner without setting the flat on fire! But these Citi chaps are telling people to... sell! Sell like I sold my old kipper to buy that really comfortable armchair! Oh dear!

The Summit... or the Pits?

There was some summit a big important meeting. And everyone agreed to spend loads on… well things that go bang. But Mr. Armitage at Citi thinks it's all a bit too optimistic. A bit like when I thought I could win the lottery. 'If I have an idea that's too clever,' I want to shout 'please shoot me!'

3.5%... or a Whole Lot of Worry?

Apparently they're going to spend 3.5% of their... GDP... on proper defence stuff. And another 1.5% on… other security things. But Mr. Armitage thinks that even with that these companies are expecting too much. He thinks there's more chance of things going wrong. Like when I tried to fix my own plumbing. Disaster!

Overvalued?!

Bank of America also chirped in saying that the one thing I have learnt is that ‘everything can be faked’. The investors think these companies are a bit too... expensive. A bit like that fancy cheese I saw in the shop the other day. I stuck with my cheddar thank you very much! So it seems things might not be as rosy as everyone thinks. I better go check on Teddy; he's been investing heavily in bubblegum lately...