Date updated:06-08-2007
Objective: niche portfolio of defense industry equities. These equities are providers of the armaments and equipment that is used in combat.
Ownership Thesis: Defense equities historically provide a hedge for a portfolio of cyclical growth stocks. Expenditures on defense are tied to prevailing national and worldwide political environment.

-
AH
Koninklijke Ahold - $0.00
- 0.00%
- $N/A
Armor Holdings provides body armor and specialized transportation for armed forces...mid cap, no dividend,...

-
GD
Gen Dynamics Cp - $67.08
- -1.54%
- $66.95
General Dynamics is a large cap, provider of ships, subs, planes and other large armaments for armed forces throughout the world
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A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.
A. The only one I own : SLX,
too hard pick a winner out all of them
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