On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:
(00:00) Introduction
(01:59) Exploring the Defense budget increase
(10:45) Leidos (Ticker: LDOS)
(19:20) RTX Corp (Ticker: RTX)
(25:25) CACI International (Ticker: CACI)
(33:26) L3 Harris (Ticker: LHX)
(36:11) BWXT Technologies (Ticker: BWXT)
(42:18) Kratos Defense (Ticker: KTOS)
(50:08) Black Sky Technologies (Ticker: BKSY)
(54:24) Concluding thoughts on defense sector
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
