So I decided to buy the following stocks earlier today: TXT, NOC, LMT, GD. These are all US companies that manufacture jet propulsion transport planes, but currently they are only military use.
My reasonings are as follows:
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Due to the recent Boeing failings, there's a chance that FTC breaks up the US civilian passenger jet manufacturing industry such that Boeing no longer has the monopoly. The most likely scenario is that one of those 4 companies would expand into making civilian passenger jets.
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These are all in the US defense industry, and's a chance for US defense spending to increase due to rising tensions everywhere around the world.
Thoughts?
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