Jim Regan

Cramer Changes Tune on Lockheed Martin

You guys are badgering a great investor who is 100% correct about the defense industry right now. The reason that he changed face on LMT is solely because of their shockingly bad earnings. This simply confirms that he has no insider information and isn

Defense Sector: Locked, Loaded and Ready to Go

Thanks Clamdigger and tshk, the Defense names are doing well in this recent leg-down in the market. I expect this outperformance to hold consistent throughout the next year.

What Obama's Victory Means for the Defense Sector

I really like this article to put things into perspective. I'm a big proponent of Defense names down here... namely the C4ISR defense technology companies. The Obama factor is a typical over-reaction when there is nothing really to suggest that these companies are doomed.