Darren Sissons BAE Systems BA-LSE BUY Dec 11, 2019

A UK defense stock. He does not typically own defense stocks, due to the cyclical nature of the business. For BAE, their order backlog is very good. Although Brexit may be impacting them, he thinks this is an attractive investment -- especially if there is a pull back in the market. He would have no problems buying at these levels as it trades at 15-20% discount to its North American counterparts.