Two stocks to watch in THE Defense of AMERICA and the FREE WORLD

 

Market Talk

Many people on Main Street America are not aware of the new dangers to America. Just as one example - a very serious- lack of keeping up with China's advances in weapons of mass destruction.

China has made advances in hypersonic missiles (tagged as "DF-") that are designed (and already deployed) to rain down terror from the upper regions of the atmosphere at hyper-sonic speeds.  That Chinese balloon that took low altitude pictures of silos in Montana?   For years, the theory of mutually assured destruction has kept nuclear war at bay. If China gets the notion that they can quickly take out a major leg of our nuclear triad, land based missiles, submarine and strategic bombers then there could be crazy forces that start believing a first strike could gain them advantage. If "they" start believing they could take out our command and control before we can fully strike back ?  Be aware America.  Thanks to two America companies - all may not be lost. 

Let us proceed to stock talk.

Stock Talk

There are two American companies that are world leaders in the defense of America and our allies in free countries. Now, the two companies are into a diverse array of products and division.  For the purpose of this post , we will focus on the anti- missile systems that make up a sort of "dome of protection" for free countries defense against aggression by nefarious forces.

Enter Raytheon and Lockheed Martin.  Raytheon Corporation (RTX) is lead on the Patriot anti-missile system. Lockheed Martin (LMT) is lead on THAAD. Terminal High Altitude Area Defense Missile system.  Both anti missile systems can be deployed to help take out missiles, even hypersonic missiles. Our adversaries, China and Russia, Iran as well as North Korea HATE the Patriot and THAAD defense systems.

As far as stocks . LMT is already over $400 a share. Here at the Jones report, it's considered out of range, but a watch stock. On the other hand - Raytheon (RTX) could be an interesting stock to maybe start to take a small position in the 80's.  Not saying to go all in but maybe a few shares of RTX here n' there in dollar cost averaging  mode could be a good investment.

If the notion of the added deterrent of an "iron dome" all around America takes hold -  RTX and LMT would be key players.

This post will close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post. 

Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
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