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Bull Case For Defense Stocks
Schwab Network
English - March 30, 2023 22:20 - 10 minutes - 116 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Expectations For 1Q Earnings Season
Next Episode: Market Watching For Recession
Today's Inside Out: Lockheed Martin (LMT) and General Dynamics (GD). John Eade makes the bull case for the defense sector, seeing an opportunity in recent pullbacks. He points out that the majority of their revenue comes from the U.S. government, so debt ceiling and spending issues can affect them. He likes defense companies' cash flow and dividends. Then, Tom White joins the show to walk through 2 example options trades: a covered call on GD and a put vertical on LMT.