@trader_385 Great portfolio and wishlist you got there. Thalès has been doing great in the past year but fundamentally speaking, Dassault is the best choice if you take in account the profit margin. I would say the biggest problem are over valuation and absolute net profit. $RR is more likely an excellent choice as well I don't know much about $BA however. The current technical analysis mixed with the strong fundamentals of Dassault sold me on it
