'Demand is Strong:' Ability for Defense Stocks to Withstand Tariffs
Schwab Network · Schwab Network
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Show Notes
Tony Bancroft expects U.S. defense and aerospace stocks to gain despite tariff uncertainty. He expects RTX Corp. (RTX), Lockheed Martin (LMT), Boeing (BA) and GE Aerospace (GE) to lead the industry. Difficulties in these companies can arise depending on how many parts they get from international sources, according to Tony. Tom White offers example options trades for Boeing and RTX Corp.
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