For me, this is a "basic investment" in the portfolio. Most of the contracts are yet to be awarded and I want to benefit from this. I also find the industry very exciting and impressive. This also includes companies such as Palantir $PLTR with its software.
@Michael-official I find it quite difficult to compare the stocks. Palantir has seen a really big increase in its market value in the last few months, whereas these two defense stocks have had some difficulties in the last six months.
