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Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
while I like all five of these on that boom in missile production, I compared them on growth, profitability and valuation to rank the best buys right now.
I think these are great long-term quality companies, but slow movers, not the most exciting in the space. I don't think they're going to move the needle much; they probably will underperform the S&P.
RCAT(无人机增长)、MP(稀土+DoD背书)、USAR(重稀土补充)、OSK/LHX(成熟防务)、BAESY(航空航天)。