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.
(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.