Folks that know us also know we like to find unusual plays. Here are 3 uncommon opportunities in Defense. This current conflict with Russia is likely to continue as a cold war in Europe for a long time to come. In addition conflict with China is also going to only escalate in the Pacific and South China Sea. Both of these will result in a substantial hike in defense spending across dozens of countries.
CACI provides information solutions and services supporting national security missions and government modernization/transformation for intelligence, defense, and federal civilian customers. The firm conducts its operations through a variety of subsidiaries in the United States and Europe.
SPTN: Spartan Nash is a grocery distributor that should benefit from reopening and normalization of the economy. As a bonus, they also distribute groceries to the US Defense forces including in Germany.
BLL: Ball Corporation is the largest aluminum can maker in the world and interestingly enough, they also have a $2b Aerospace and Defense Business.
We do not have a position in any of these yet but they are in our watchlist for possible addition to our portfolio.