QMengColdJoke : defense is limited to 10% profit, how can they cut? Plus trump is going to have trade war with China and NATO, without strong defense, USA is nothing. They can only postpone building new ships and planes, improve efficiency and reducing bureaucracy. It hurts but won’t be too bad.
However I am not going to buy at this price

Money Thrill : Very good overview and diversification

73513289 : Defense stocks? If Lao Te does not support war, how can they be bullish?

莉莉家的回本梦终人 : You can sell weapons without going to war, and sending troops is not necessarily required for weapons.