Stocks a and b have the following data. assuming the stock market is efficient and the stocks are in

By Travis Johnson, Stock GumshoeMay 17, So what are the stocks? A lot of that is based on expectations for what President Trump will do to the defense budget, since he has come out of the gate with a big push to increase defense spending — I have no idea how that will play once Congress starts looking at the budget, but presumably there will be winners and losers. Well, before we get there, probably the most interesting point made in the ad is that the Feds are being pushed to use smaller contractors with more efficient high-tech products over the traditional over-engineered or high-cost products from the big defense contractors — and that this is being pushed because of a legal ruling last Fall.

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And then he goes into more detail — apparently Palantir, the big data firm cofounded by Silicon Valley billionaire VC guy and Trump advisor Peter Thiel, lost out to a more expensive and lower quality product from Boeing when it came to some kind of Army contract, and that led to a legal fight.

And went with Boeing instead. Both are worth a read. So what are those four stocks? Without it, nothing would reach past the stratosphere. And apparently this new drone is also a lot cheaper than the Reaper drones the Air Force has been using.

More from the ad:. So who is it? The company might post a profit this year, at least on a non-GAAP basis not counting stock options, etc. And this company is one of the few that can make it happen. And this tiny company is the best for the job — hands down. Boeing built the Minuteman ICBMs in the first place, and they, along with Lockheed Margin and Northrop Grumman, have been involved with the contracts to maintain and upgrade them over the past thirty or forty years, along with other major contractors like BAE Systems.

Lots of companies work on missiles of various types, including Parker Hannifin PHWoodward WWDOrbital ATK OAand I suppose you could even include companies that are primarily in aviation support like AAR AIR and Triumph TGI.

First, some comparisons between nuclear powerplants for ships and nuclear powerplants that generate electricity on land:. There used to be a bunch of nuclear-powered cruisers as well, though I think all of those are now decommissioned, and onboard nuclear reactors are obviously different and far smaller than the nuclear power plants that are used to generate electricity on land, but it is true that refueling those vessels and building reactors for new submarines or aircraft carriers is a business of meaningful size.

It is, after all, your money. HII also got a pop after the election, but it has come back down a bit in the past couple months as the Trump budget talk has started to become actual plans that impact actual programs.

Any of them sound exciting to you? Ever make money from beachbody to The Casey Report? Please click stocks a and b have the following data. assuming the stock market is efficient and the stocks are in to share your opinion of that letter with your fellow investors.

Travis — sorry this is not on topic. Do you have any overall thoughts alforex seeds jordan mn the Grant subscription product? Thanks very much for your thoughts. Look at Heico NYSE: Sizable run forex chart pattern indicator in most these stocks discussed.

Most have pulled back a bit. When there are this watts trading system review different stocks to chose from I usually opt for an ETF or 2 that contain most of them. Any thoughts on this strategy? Might miss the big pop on the chosen stocks to fulfill the contracts but should binary options lw reviews some of the pop.

KTOS HAS THE FASTEST UNMANED DRONE TO FLY WINGAND DEFEND AIRCRAFT. ANYONE KNOW ABOUT GIGA AND KRAKEN SONAR? ALL the stocks mentioned in the report have since either TANKED or had no movement. NOT a very good recommendation for the CASEY REPORT. Can anyone please provide a source for this Trillion dollar defense budget proposal traders elite forex signals for June 30th?

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May 17, 4: Travis Johnson, Stock Gumshoe. May 17, 5: I love your work. Tremendous value in your thinking.

May 18, 3: Hows does AVAV compare to KTOS? They are in the Drone business too. May 17, 6: There are many companies who have government contracts and you might not know it. For one example Caterpillar Inc. And not small they do have to follow very strict guide lines. Here is a link for small business contractors to get a contract from the government https: From looks of it Trump is walking on thin ice, or is playing the news companies.

May 17, 9: May 18, 2: May 18, June 4, 2: June 6, 5: June 12, June 12, 3: June 17, Casey Research Identifies investment opportunities in "emerging trends. Articles About Casey Report, The Jan 16, Republishing a segment from a Friday File -- the Casey Report ad in question has continued to run in slightly different formats, and the stock is still being pitched by several newsletter folks.

Casey Research hints it's "the oddest - and maybe most profitable - email you'll ever receive.

BECOME A MEMBER Premium Membership Free Membership. Friday File, part two: A Look at some Goldies 14 Comments Read More. Friday File part one — Real Money Portfolio updates 15 Comments Read More.

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