Opinions
John Hood
SPDR® S&P Aerospace & Defense ETF
XAR-N
TOP PICK
Jan 03, 2023
He specializes in defence stocks. Not for ESG investors. Ukraine needs more defence and the US will replenish these supplies, depending on what Putin does. This holds Raytheon, Boeing and the other big names.
$109.450
Stock price when the opinion was issued
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COMMENT
ITA-N vs. XAR-N He knows the defence sector. A problem in defence is the huge run-up in Boeing, which dominates defence. ITA has a cap system in place to deal with this over-concentration in a few defence stocks, but XAR is odd because it's equal-weighted, therefore carries more risk. He prefers ITA.
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TOP PICK
With trade wars, comes wars, he says. With the Trump Administration spending $700 million defense spending bill, the highest investment in a decade, he expects good things. It is a great technology play without the massive overvaluations, due to the anticipated use of robotic and other advanced technology.
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