Defense Earnings: Market Not Appreciating Double Digit Growth?
Schwab Network · Schwab Network
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Show Notes
Joseph Shaposhnik and Bill Whelan put defense sector earnings in focus. Joseph argues that defense stocks are being underappreciated despite double-digit growth from some companies like RTX (RTX). “The supply chain is getting better” as well, he adds, which had held back production rates before. Bill gives his top picks within the space, including Huntington-Ingalls (HII).
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