tshk1221

Defense Sector: Locked, Loaded and Ready to Go

You are absolutely correct on your points. I agree with your opinions for the following reasons:

1. Without them and without the safe shield from them, we can't even sleep well one night and survive one day, constantly bombarded with attacks from foreign countries. Let's not forget that Russia including other hostile countries are always eyeing us for our weaknesses, economical and political, to top down our country.

2. Defense industry companies' balance sheets are one of the healthiest and most rock-solid out of all US industries. Very little or no debt. Very long surviving history since early 1900's. Strong and stable revenues and cash flow streams since they deal with Uncle Sam.

3. Valuations are very good now at net cap rates of 10% - 13%. The best chance of your life time has come to own a piece of these great defense companies of US at the most affordable prices.

4. If you own one of these companies, you don't need to own MSFT or CSCO because these defense companies are the world's most advanced and ultimate tech stock you can own.

5. One of the great candidates for eternal holding since they have to exist eternally to protect the US!!