Cramer's Defense Bull Plays

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From 8-2-07:

Small number of players, an election year and not one, but really two wars -- Afghanistan -- and you can see why this group's going to be rallying for some time. Add the fact that these companies will be paid -- there is no mortgage problem here -- by the U.S. government or by the rich governments overseas, and you get a group that has become an ultimate safe haven for this moment.
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