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I'm not invested in RHM but i think it's worth holding defense stocks for at least 2 or 3 years in the current geopolitical scenario
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@Hendan even if it irrational in the long term, but i would wait for the result of the us plan for Ukraine… I think this might have short term impact on the stock prices of defence stocks
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@jkb92 In the short time surely, but the main driver there is still the european rearmament plan