Why shouldn’t I get long all defense stocks? Government spending is unlikely to go down and our military hegemony is the threat that keeps our economic system intact. Military spending is like the maintenance capex of the United States.
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Replying to @LAForeverHall
You should look at AJRD - their rockets are largely for missle defense, even less likely to be cut despite the political winds. Strong long-term cash flow growth, net cash, 6% FCF yield.
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