Stockchase Opinions

Greg NewmaniShares U.S. Aerospace and Defence ETFITAPAST TOP PICKJul 23, 2026

(A Top Pick Oct 27/25, Up 10%)

(Note the shortish timeframe.)  Very cyclical, valuations are not cheap. Thirst among NATO allies to increase military budgets. LMT, for example, reported yesterday and the stock rose 11%. Not a forever hold, but own it when it works. You can still add here. 

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