9Mon·

Anyone have good suggestions on Defense stocks? I already own $DFEN (+0.31%) but i am looping for a focus in 1 company as well, european defense companys rather than american.



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My choice would be clearly $BA. as most of their earnings depend solely on defense. In my opinion and after some research most of the other European defense companies are quite mixed up in their earnings structure and not as overweighted in defense earnings as the US defense companies.
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What are the arguments for this ETF? On Getquin users get pretty critical on themed ETFs
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