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Dietze Bullish on Defense Stocks: LMT "Value" Play, RTX "Diversified" Play

Dietze Bullish on Defense Stocks: LMT "Value" Play, RTX "Diversified" Play

Schwab Network · Schwab Network

October 21, 20258m 3s

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Show Notes

David Dietze offers a bullish case for defense stocks, noting heightened geopolitical tensions and continuous U.S. spending fueling his optimism. He adds that Lockheed Martin (LMT) remains a "value play" despite its lagging stock performance while calling RTX Corp. (RTX) a "diversified" play. Tom White offers example options trades for both defense stocks.


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