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Subject
Quote from Video
one concern that we would have about defense companies is that the larger defense contractors have been pulling away from fixed-price contracts across the board.
“one concern that we would have about defense companies is that the larger defense contractors have been pulling away from fixed-price contracts across the board.”
Subject
Quote from Video
When it comes to those companies selling a lot to the US, you need to assume that the US credit holds up... investing in large US defense contractors or even foreign defense contractors is an option.
“When it comes to those companies selling a lot to the US, you need to assume that the US credit holds up... investing in large US defense contractors or even foreign defense contractors is an option.”