Energy: A Defense Stocks Basket
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 5 November 2020
⏱️ 34 minutes
🧾️ Download transcript
Summary
Motley Fool Contributor Lou Whiteman joins the show to take a look at the defense industry and share picks for a defense stocks basket.
Basket: NOC, LHX, BAH, KTOS
Honorable Mention: GD
Other Tickers Mentioned: LMT, CACI
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wildcar! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.1 | Welcome to Industry Focus. I'm Nick Saipa. We've got a great show planned for you this week. |
| 0:31.4 | By listener demand, Lou Whiteman joins me |
| 0:34.0 | to share his favorite picks for a defense stocks basket. |
| 0:37.0 | Lou, welcome back on the podcast. |
| 0:38.5 | Great to be here, Nick. |
| 0:39.7 | I'm excited to have you on. |
| 0:41.0 | If you can't tell, before we dive into the basket I want to give |
| 0:44.9 | some context on the defense industry how big is the global defense industry today |
| 0:49.5 | so the global defense industry expenditure is topped 1.9 trillion with a T in 2019. |
| 0:57.2 | That's 3.6% up from 2018 and 7.2% from 2010. |
| 1:03.6 | It's the highest level of spending since 1988, |
| 1:06.8 | which of course coincides with the Berlin Wall falling. |
| 1:09.8 | It's all this according to Stockholm International Peace Research. Yeah, so the biggest level. this |
| 1:13.0 | according to Stockholm International Peace Research. Yeah, so the biggest level of defense spending |
| 1:16.0 | since the Berlin Wall falling |
| 1:18.0 | obviously is significant just to give some additional context |
| 1:21.0 | on those numbers. |
| 1:22.5 | U.S. the biggest player in the world |
| 1:25.4 | by a significant margin, 38% of global military spending. |
... |
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