Chandler Lutz

The Bear Market in Aerospace & Defense

Great Article...I am very bullish on the defense sector for the very long term (this is a China play no one really talks about)... I agree with many points that you make especially with regards to the political elections...I will making a wishlist of defense companies before the election...If Senator Obama wins it is possible that some of these stocks may decline to even more attractive levels (while the fundamentals will remain virtually unchanged)...I guess we'll just have to hope and wait and see...