Military Contractors Fund Group

There are six different investment opportunities in the military contractors fund group. The market value range for this fund group runs from a quality low-end large-cap company, Huntington Ingalls Shipbuilding, at $7B, to General Dynamics with a market valuation of $273B. Thus, these investment stocks are all high-quality, low-risk investments, which is one of the key principles of value investing.

This particular pool of investments has been the least actively managed, yet it has generated over $67,950 across three security transactions and five PUT Option contracts.

The results are as follows:

• Securities                                    $53,964
• PUT Options                                 11,693
• Dividends                                        2,293
• Total Military Contractors       $67,950

The average basis over four years of activity was $20,994, earning back $67,950. This equals an 81% annualized return on the investment from this pool. 

The absolute most lucrative transaction occurred with this pool. In February of 2025, the pool purchased 500 shares of Huntington Ingalls Shipbuilding at $160 per share (Huntington announced difficulty with getting the US Navy to sign a key contract) after dropping $30 per share in one day. On 06/20/25 (4.5 months later), the Fund sold the 500 shares at $241 each, netting $39,500 on a $80,500 investment. On 09/30/25, Huntington was trading at $286 a share and had peaked at $291/SH on 10/14/25.

This happened because the Facilitator of this website was well aware of Huntington’s intrinsic value and optimum buy price. Once those preset points were met, the Fund bought and sold this investment and made an annualized return in excess of 125%.

This is the value of having pools of investments. Knowledge of the individual investment opportunities allows a value investor to take advantage of sudden market price changes. 

See the attached details for this particular pool’s activity over the last four years (no activity for this pool in Years One and Two of the Value Investment Fund).

Military Contractors - Activity Results Four Years Through 09-30-25

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Act on Knowledge.

• Purchased Huntington Ingalls Industries

  
  Today, November 30, 2021, the market saw a decline of 650 points with the DOW Jones Industrial Average. This pushed the price of Huntington Ingalls Industries lower by 2.32% below the predetermined intrinsic value of $185.

• Huntington Ingalls Industries – Market, Intrinsic & Value Investing Prices

  
  The largest subsidiary of Huntington Ingalls Industries is their Newport News Shipbuilding division. They are the sole builder of the United States Navy's aircraft carriers.

• Sold PUTS on Huntington Ingalls Industries

  
  Today, the Value Investment Fund sold an options contract (PUTS) for 116.9591 shares of Huntington Ingalls Industries at $5.90 per share netting $4.90 per share.

• Sold Huntington Ingalls Industries – 103.48% Annualized Return on Investment

  
  Today, 03/07/22, the market price for Huntington Ingalls Industries reached a sales price of $226 per share netting the Value Investment Fund $225 per share.

• Watch Huntington Ingalls Industries

  Today is March 17, 2022. If you are value investor, you need to watch Huntington Ingalls Industries market price closely. Get ready to buy. 

• Huntington Ingalls Industries – Bought 200 Shares

  Huntington Ingalls Industries – Bought 200 Shares On Friday, the 1st of November 2024, Huntington Ingalls Industries’ (HII) shares dropped $60 in the market due to their financial outlook as reported in their quarterly reporting. The current intrinsic value is approximately $210 per share. The Value Investment Fund purchased these shares at $190 each and paid ...

• Huntington Ingalls Industries – Sold PUTs November 2024

  Huntington Ingalls Industries – Sold PUTs November 2024 During the morning of November 1, 2024, Huntington Ingalls Industries – HII reported its third-quarter results. HII had several financial setbacks, causing the market price of this stock to drop dramatically. Within 30 minutes, the stock price dropped $60 from $250 to below $190.  When a stock price drops ...

• Huntington Ingalls Industries – Bought Stock, Sold PUTs

  Huntington Ingalls Industries – Bought Stock, Sold PUTs On February 6th, 2025, Huntington Ingalls Industries reported its 4th quarter results. Due to Huntington’s inability to get the Navy’s signature on some contracts, the shipyard’s backlog has significantly changed, which in turn affected the market’s opinion. The stock price dropped $32 per share. The Value Investment Fund ...

• Sold Huntington Ingalls Shipbuilding @$241/Share

  Sold Huntington Ingalls Shipbuilding @$241/Share On 06/26/25, the Value Investment Fund sold all 700 shares of Huntington Ingalls Shipbuilding at $241/Share. The market price hit the sell point at 10:10 AM. The Fund had two tranches of buys. The first tranche was the purchase of 200 shares on November 1st, 2024, at $191 each, including the $1/share ...