RTX

A little bit more conservative would be RTX.

we still believe that the stock should be part you know, all the stocks that are recommending today are, hey, if there's a flight to quality, I want to be in these stocks.

Today, we'll dissect how Lockheed Martin and RTX are morphing into high-margin money-printing machines backed by multi-year backlogs.

I like Lockheed and Northrrook for the dividend more than I do for RTX. But I think with RTX, you might be getting a company where even though it's at the top of its 52-week range, you might be getting better growth here.

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

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.