NOC

This is this is a good one for you. And I think just uh uh out of respect for what you guys like to see, I'm going to add this one to my Bridget Spies watch list because of where it is on that 52-E range and a lot of the the fundamentals that Chris talked about, too.

Yep. That next company is Northrup Grumman.

THERE'S LOTS OF OPPORTUNITIES NORTHRUP, RAYTHEON, HARRIS TECHNOLOGISTS ARE INTO THE MISSILE GAIN AND BENEFIT FROM THAT

I think these are slow movers. I think these are great long-term quality companies, but slow mover is not the most exciting in the space. I don't think they're going to move the needle too much. Probably will underperform the S&P.

Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.

His stock picks were Intercontinental Exchange, American Tower, Northrop Grumman, Hershey, and Amazon.

I'M CURIOUS HOW YOU LOOK AT THE NEWER DEFENSE COMPANIES RELATIVE TO THE OLD GUARD, THE STANDARDS RTX NORTHRUP, LOCKHEED. IS THERE ROOM FOR EVERYBODY? >> I THINK SO. I GOT POSITIVE FOR THE FIRST TIME EVER THAT I COVERED THIS SPACE IN JUNE ON THE LARGER -- LARGER DEFENSE PRIME. FIRST TIME I HAVE ESSENTIALLY HAD BUYS ON THOSE NAMES FOR A LONG TIME.