Keep an eye on Oshkosh, BAE Systems, and Raytheon, but not because you should be running out to buy all three.
Tyler Crowe, Rich Smith, And Jason Hall
The defense industry has had a nice run over the past couple of years thanks to investors bidding up these stocks in anticipation of higher military spending under Republican control of both the legislative and executive branches. The SPDR Aerospace & Defense ETF has more than doubled the performance of the S&P 500 over the past three years.That kind of run is more than likely going to get the attention of investors wondering if the stocks in this industry can continue to outperform. So we asked three of our Motley Fool contributors to discuss a stock they feel investors should be following closely. Here’s why they think you should put Oshkosh (NYSE:OSK) and BAE Systems (NASDAQOTH:BAESY) on your radar, but why you may want to exercise caution with shares of Raytheon (NYSE:RTN). more
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