6min chapter

Stansberry Investor Hour cover image

Your Portfolio's Best Defense for an Uncertain 2023

Stansberry Investor Hour

CHAPTER

The SEC Files Say Defense Contractors Have No R&D Budget

Defense contractors have a special deal with the SEC they do not report there are in budgets so for Wall Street this is a black box like they literally do not have an R&D budget. Northrop's current order for B 21s it's going to play out through 2040 find another stock that you know is going to have steady revenue on a single major program through 2040 if you find it buy it right. Dan: How many people have a 2017 year investment horizon locked in without being exposed to something like commodity prices or metals prices those are long-term projects.

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