Energy: The Techification of Defense

Industry Focus

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4.6 • 854 Ratings

🗓️ 27 February 2020

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Per a listener request on Twitter, we’re diving into the defense industry with Industry Focus contributor Lou Whiteman. On the first half of the show, we take a look at the winners and losers from the most recently proposed defense budget. On the back half of the show, we discuss Leidos (NYSE:LDOS), the biggest IT business in the defense industry and an interesting way to play increased “techification” of the defense industry.

Stocks Mentioned: NOC, GD, HII, OSK, TXT, LMT, RTN, LDOS, AMZN, MSFT, SAIC

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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 Seyphle. I'm Dylan Lewis. And today
0:16.0	we're talking financials. Today we're talking consumer goods.
0:19.0	Wild-C-C-C-Chert Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.
0:27.4	Today is Thursday, February 27th. We've got a great show planned for you today.
0:30.8	I'm joined once again by industry focus contributor Lou Whiteman.
0:33.2	Lou welcome back on the show. Thank you. Is there anything going on in the stock market
0:37.8	today Lou? Have you noticed anything in your kind of morning news reading?
0:41.6	You know I haven't been on Twitter.
0:43.6	Is anything going on?
0:44.6	Yeah, so it's so kind of buried a little bit.
0:46.8	Every major index in the US is down over 2% this morning on coronavirus fears.
0:51.8	This continues a trend since the past week.
0:54.0	So since last Thursday when we last had the show
0:56.0	the S&P is down 9.99% as I'm checking things right now.
1:00.0	So obviously, lots of volatility.
1:02.0	I think
1:02.6	uh... cn't we see this sort of thing happening how do you respond as an
1:08.2	investor well you know it's important to say this is real and it's very serious and it's tough to just stick to the financial perspective but
1:16.9	Sticking to the financial perspective you know there is going to be a material impact on a broad range of businesses through the first half of this year,
1:28.4	maybe even into the second half. And that's just undeniable. I think it's important as long-term investors to say I also haven't seen
1:37.8	anything to suggest there will be a permanent material impact and as hard as it is you do need to keep that in mind as you're watching these headlines.
	...

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