It is possible to purchase a basket of defense and aerospace stocks (SPDRs are available for example), or to do your own work picking stocks for your portfolio. My first cut just looking at high level data on 15 elements within the SPDR reveals 1 or 2 large cap names that seem worth further study and a long allocation. In addition, there are several names "trading on air".
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ORTEL: Investors in defense and aerospace can win as ... As external events spin beyond control, investors who prudently increase exposure to the defense and aerospace sectors may actually profit while the Obama administr...
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