FV Have These 5 Best Defense (Stocks) Become The Best Offense (Stocks)?

Video Length: 00:12:45

Summary and Conclusions

When stock prices are moving in dramatic fashion either to the upside or the downside, it is very difficult for most investors to see beyond the price action. These five top Aerospace and Defense companies presented in this article and the video represent quintessential examples. In each case, the price action of these five strong businesses was horrible in 2018. Consequently, most investors would refer to them as performance dogs over the calendar year 2018.

In contrast, I saw the performance of these five great businesses as spectacular in 2018. Earnings growth for each of these five aerospace and defense companies was phenomenal and each of these dividend growth stocks lived up to their names with above-average dividend growth in 2018. In simple terms, each of these companies had great 2018’s from the perspective of operating results. The only problem that each of them was faced with was excessive valuation that ran into a nervous marketplace.

Consequently, the drops in price were justified based on valuations that were higher than fundamentals indicated. However, I did not see this as a bad thing. Instead, I saw it as an opportunity to get offensive with defense stocks. Therefore, I offer each of these businesses as attractive research candidates. I believe they all provide exceptional total returns as a function of above-average capital gains and dividend growth going forward.

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Disclosure: Long GD

Disclaimer: The opinions in this document are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks ...

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