Defense–Plenty of Room to Match Fair Valuation
July 23rd, 2024
Investors are lacking in their understanding of defense shares, and the values presented therein.
Our defense sector investments have continued to outperform diversified indexes, such as the Russell 1000, while continuing to replace money-losing fixed-price contracts with cost-plus.[1]. Subsequently, free cash will rise dramatically—a development that most investors are unaware of.
FULL REPORT ON DEFENSE SHARES AND SECTOR SENT TO CT CAPITAL CLIENTS
Categories: General
