Christopher Davis and Ben Emons cover the defense sector. Ben says defense is the “name of the game,” arguing that the “Donroe Doctrine” creates more demand from companies like RTX (RTX) or Lockheed Martin (LMT). He thinks that the U.S. will boost its military presence in Greenland. Christopher thinks investors should be watching which companies in the sector can hold onto or boost their margins. He likes L3Harris (LHX) and Amentum (AMTM).
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