Energy: Defense Sector Investing 101

Industry Focus

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4.6 • 854 Ratings

🗓️ 26 July 2018

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

We go back to basics in this episode on the U.S. defense sector. We discuss the history of the industry, what investors need to know about the current climate, best stocks to invest in and why. Stocks mentioned: Boeing (BA), Northrop Grumman (NAC), Raytheon (RTN), General Dynamics (GD), Leidos (LDOS), CACI International (CACI), ManTech (MANT), Booz Allen Hamilton (BAH).

Transcript

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0:13.5	LinkedIn.com slash fool. That's LinkedIn.com
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0:20.0	Welcome to Industry Focus, the show that dives into a different sector of the stock market every day.
0:27.0	Today we're talking Energy and Industrials. It's Thursday the 26th of July.
0:31.0	I'm going to be talking about the defense sector. I'm your host
0:34.2	Sarah Priestley and joining me on Skype is Motley full contributor and all
0:37.7	things defense expert Lou Whiteman. How are you doing Lou? Good, good, how are you?
0:41.9	I'm good. Thank you very much for joining us today.
0:44.0	On Skype all the way from New York State, is that correct?
0:48.0	Atlanta, oh wow, I know nothing.
0:51.0	Other direction.
0:52.0	Other direction. Yes, much warmer. Yes. You're dealing with the heat wave right now.
0:57.3	We should say before we start this episode that it has been pre-recorded on the 2nd of July. We had a great listener question about why we don't talk
1:05.5	about defense stocks very often and the sad truth of this is that it's a personal failing.
1:10.5	I don't know the defense sector very well, so it's frankly all my fault.
1:14.8	But if you do look at some well-known defense stocks, Boeing, Raytheon, Northrop Grumman,
1:19.1	Lockheed, they're all up over the past year, albeit to varying degrees, and in the last five years they have all doubled in value.
1:27.0	So it's probably worth considering the industry definitely for some investors.
	...

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