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  • What Obama's Victory Means for the Defense Sector [View article]
    Unless Obama gets us into a war with Iran, I don't think defense stocks are where you want to be near-term. The earnings transcripts from a number of defense contractors expect lower growth.

    Then again, you never know what's going to happen. Most of us didn't predict 9/11 and the War on Terror. Who knows what the future holds for an aggressive Russia, China, etc.

    I've read a number of articles from Scott Sacknoff, and I wish he would go into a little more detail.
    Nov 08 00:59 am |Rating: +1 0 |Link to Comment
  • June Defense Sector Update  [View article]
    "a decline in defense stocks was an overreaction to issues unrelated to the sector"

    Both ITA and PPA have underperformed the S&P 500 this year...they've been terrible etf's to own in 2008.
    Jun 19 15:23 pm |Rating: 0 0 |Link to Comment
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