Friday, December 8, 2023

New #Investor Ideas in #Biotech (Nasdaq: $CADL) (NASDAQ: $PPBT) (Nasdaq: $RYZB) (Nasdaq: $HOWL)

  New #Investor Ideas in #Biotech (Nasdaq: $CADL) (NASDAQ: $PPBT) (Nasdaq: $RYZB) (Nasdaq: $HOWL)

 

New #stocks added to #lifesciences, #fintech and #defense directories (NASDAQ: $CELZ) (TSX: $KSI.TO) (Nasdaq: $NMRA) (OTCQX: $RDSNF) (OTCQB: $LVER) (Nasdaq: $OPTX)

 



 

 

December 8, 2023 – (Investorideas.com Newswire) Investorideas.com, a global news source and expert investing resource, announces its weekly roundup of stocks to watch in Biotech, Life Sciences, Fintech and Defense. Today’s stocks have been added to our lists of free stock directories in each sector.

 

Read this in full at https://www.investorideas.com/news/2023/main/12081Stocks.asp

 

The newest biotech companies are involved in biopharmaceuticals, radiopharmaceutical therapeutics, biological therapeutics, neuroscience programs and medical devices.

 

The latest fintech company is involved in loan management, while the newest defense company is an optics and photonics leader for aerospace and defense products.

 

New Stocks Added the Biotech Directories:

Candel Therapeutics, Inc. (Nasdaq: CADL) Candel is a clinical stage biopharmaceutical company focused on developing off-the-shelf viral immunotherapies that elicit an individualized, systemic anti-tumor immune response to help patients fight cancer. Candel’s engineered viruses are designed to induce immunogenic cell death through direct viral-mediated cytotoxicity in cancer cells, thus releasing tumor neo-antigens while creating a pro-inflammatory microenvironment at the site of injection. This leads to in situ vaccination against the injected tumor and uninjected distant metastases. Candel has established two clinical stage viral immunotherapy platforms based on novel, genetically modified adenovirus and herpes simplex virus (HSV) gene constructs, respectively. CAN-2409 is the lead product candidate from the adenovirus platform and is currently in ongoing clinical trials in NSCLC (phase 2), borderline resectable pancreatic cancer (phase 2), and localized, non-metastatic prostate cancer (phase 2 and phase 3). CAN-3110 is the lead product candidate from the HSV platform and is currently in an ongoing investigator-sponsored phase 1 clinical trial in recurrent high-grade glioma. In addition, Candel’s enLIGHTEN™ Discovery Platform is a systematic, iterative HSV-based discovery platform leveraging human biology and advanced analytics to create new viral immunotherapies for solid tumors.

 

Purple Biotech Ltd. (NASDAQ:PPBT) is a clinical-stage company developing first-in-class therapies that seek to overcome tumor immune evasion and drug resistance. The Company's oncology pipeline includes NT219, CM24 and IM1240. NT219 is a dual inhibitor, novel small molecule that simultaneously targets IRS1/2 and STAT3. In a Phase 1/2 study of NT219, the Company is currently advancing it in a dose escalation as a monotherapy treatment of solid tumors, and in a dose escalation in combination with cetuximab for the treatment of recurrent and metastatic squamous cell carcinoma of the head and neck (SCCHN) or colorectal adenocarcinoma (CRC). These studies will be followed by an expansion phase of NT219 at its recommended Phase 2 level in combination with cetuximab in patients with recurrent and metastatic SCCHN. CM24 is a humanized monoclonal antibody that blocks CEACAM1, an immune checkpoint protein that supports tumor immune evasion and survival through multiple pathways. The Company is advancing CM24 as a combination therapy with anti-PD-1 checkpoint inhibitors in a Phase 2 study for the treatment of pancreatic ductal adenocarcinoma (PDAC). The Company has entered into a clinical collaboration agreement with Bristol Myers Squibb for the Phase 2 clinical trials to evaluate the combination of CM24 with the PD-1 inhibitor nivolumab in addition to chemotherapy. IM1240 is a preclinical, conditionally-activated tri-specific antibody that engages both T cells and NK cells to mount a strong, localized immune response within the tumor microenvironment. The third arm specifically targets the Tumor Associated Antigen (TAA) 5T4 that is expressed in a variety of solid tumors and is correlated with advanced disease, increased invasiveness and poor clinical outcomes. IM1240 has a cleavable capping technology that confines the compound's therapeutic activity to the local tumor microenvironment, and thereby potentially increases the anticipated therapeutic window in patients. The Company's corporate headquarters are located in Rehovot, Israel.

 

RayzeBio, Inc. (Nasdaq:RYZB) is building a vertically integrated radiopharmaceutical therapeutics (RPT) company to treat various cancers, with its lead program in a Phase 3 clinical trial. RayzeBio has created a pipeline of multiple drug candidates in therapeutic areas with significant market opportunities. Much like antibody drug conjugates emerged as a new and transformative treatment modality in certain cancers, the company sees an opportunity for innovative radiopharmaceutical therapeutics to follow a similar path. RayzeBio believes its strategic investments in building a robust product pipeline, development capabilities, and manufacturing infrastructure position the company to be an industry-leading pioneer in the broad application of RPT for cancer.

 

Werewolf Therapeutics, Inc. (Nasdaq:HOWL) is an innovative clinical-stage biopharmaceutical company pioneering the development of therapeutics engineered to stimulate the body’s immune system for the treatment of cancer. We are leveraging our proprietary PREDATOR™ platform to design conditionally activated molecules that stimulate both adaptive and innate immunity with the goal of addressing the limitations of conventional proinflammatory immune therapies. Our INDUKINE™ molecules are intended to remain inactive in peripheral tissue yet activate selectively in the tumor microenvironment. Our most advanced product candidates, WTX-124 and WTX-330, are systemically delivered, conditionally activated Interleukin-2 (IL-2), and Interleukin-12 (IL-12) INDUKINE molecules for the treatment of solid tumors. WTX-124 is in development as a monotherapy and in combination with KEYTRUDA® (pembrolizumab) in multiple solid tumor types. WTX-330 is in development as a single agent in refractory and/or immunotherapy unresponsive or resistant advanced or metastatic solid tumors and non-Hodgkin lymphoma.

 

Creative Medical Technology Holdings Inc. (NASDAQ:CELZ) is a biotechnology company dedicated to the advancement of identifying and translating novel immediately deployable FDA registered biological therapeutics in the fields of immunotherapy, endocrinology, urology, gynecology and orthopaedics.

 

Kneat Solutions (TSX: KSI) a Canadian company with operational headquarters in Limerick, Ireland, develops and markets the next-generation Kneat Gx SaaS platform. Multiple business work processes can be configured on the platform from equipment to computer validation, through to quality document management. Kneat's software allows users to author, review, approve, execute testing online, manage any exceptions, and post-approve final deliverables in a controlled FDA 21 CFR Part 11/ EU Annex 11-compliant platform. Macro and micro report dashboards enable powerful oversight into all systems, projects and processes globally. Customer case studies are reporting productivity improvements in excess of 100% and a higher data integrity and compliance standard.

 

Neumora Therapeutics, Inc. (Nasdaq:NMRA) is a clinical-stage biopharmaceutical company founded to confront the global brain disease crisis by taking a fundamentally different approach to the way treatments for brain diseases are developed. Our therapeutic pipeline currently consists of seven clinical and preclinical neuroscience programs that target novel mechanisms of action for a broad range of underserved neuropsychiatric disorders and neurodegenerative diseases. Our work is supported by an integrated suite of translational, clinical, and computational tools to generate insights that can enable precision medicine approaches. Neumora’s mission is to redefine neuroscience drug development by bringing forward the next generation of novel therapies that offer improved treatment outcomes and quality of life for patients suffering from brain diseases.

 

Redsense Medical AB (OTCQX: RDSNF) is born-global medical device innovator established in Sweden. Redsense's mission is to improve the safety and quality of life for dialysis patients worldwide. The group has its main market in the United States as well as sales in Europe and Canada. Redsense promotes patient safety through highly cost-efficient fiber-optic monitoring of the blood access site during hemodialysis. The Redsense System immediately detects Venous Needle Dislodgement (VND) - a potentially life-threatening complication that causes 21 avoidable deaths per week worldwide. In essence, the Redsense alarm provides patients, nurses, and caregivers an extra pair of eyes; always alert, focused on one thing only, never looking away. Redsense products are used in both clinics and at home, daily and nocturnally. Today, the majority of treatments are performed in clinical settings, but home treatment is gaining popularity thanks to lower cost, increased convenience for the patient, improvements in technology and political initiative. The number of patients undergoing hemodialysis several times per week due to chronic kidney disease is approaching 4 million, worldwide. The projected growth rate is six percent annually, driven by ageing population and other factors. Every hemodialysis treatment carries the risk of VND. In the last years more than 1 million treatments have been conducted

 

New Stocks Added the Fintech Technology Directories:

Lever Global Corp. (OTCQB:LVER) is a cutting-edge financial platform dedicated to assisting borrowers in navigating the complexities of loan management. With a suite of innovative tools and a user-centric approach, Lever is redefining the future of financial management.

 

New Stocks Added the Defense Directories:

Syntec Optics Holdings, Inc. (Nasdaq:OPTX) a 20-year optics and photonics leader for scientific and technical instruments and aerospace and defense products, has the mission of keeping American soldiers out of harm’s way, improving patient care and bringing more precision products to the consumer. Syntec Optics, headquartered in Rochester, NY, is one of the largest custom optics and photonics manufacturers in the United States. Operating for over two decades, Syntec Optics runs a state-of-the-art manufacturing facility with extensive core capabilities of various optics manufacturing processes, both horizontally and vertically integrated, to provide a competitive advantage for optics and photonics integrators. Syntec Optics recently launched new products, including Low Earth Orbit satellite optics and lightweight night vision goggle optics.

 

The directories are not meant as recommendations but as a research tool to discover opportunities and trading ideas in a particular sector.

 

About Investorideas.com - Big Investing Ideas

Investorideas.com is a platform for investing ideas. We publish breaking stock news, stock research, guest posts and create original top rated investing podcasts, plus sector tag articles featuring up and coming companies and industry leaders.  Investor Idea’s original branded content includes the Crypto Corner Podcast , Play by Play Sports Podcast , Cannabis News and Stocks on the Move Podcast ,  Cleantech and Climate Change Podcast,  Exploring Mining Podcast , Betting on Gaming Stocks Podcast and the AI Eye Podcast.  We also create free investor stock directories for AI and tech, biotech, cannabis, cleantech, crypto, defense, gaming, health and wellness, mining, oil and gas, sports and water. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors.

 

Public companies within the sectors we cover use our news and content services to tell their story to interested investors. Paid for content is disclosed.  

 

Disclaimer/Disclosure: Investorideas.com is a digital publisher of third party sourced news, articles and equity research as well as creates original content, including video, interviews and articles. Original content created by investorideas is protected by copyright laws other than syndication rights. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ and tickertagstocknews.com

Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp

 

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Contact Investorideas.com to be added to our stock directories or learn more about us

Dawn Van Zant and Cali Van Zant

 

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Monday, November 13, 2023

#SecurityStocks to Watch in Personal and Corporate #Safety added to Investor ideas #Defense #Stocks Directory (Nasdaq: $BYRN) (NYSE: $CACI) (NYSE: $CDRE) (Nasdaq: $CHKP) (NYSE: $YOU) (NYSE: $NET) (Nasdaq: $CVLT) (Nasdaq: $CRWD) (OTC: $DTII) (Nasdaq: $DGLY) (OTCQB: $DRNG)


 

#SecurityStocks to Watch in Personal and Corporate #Safety added to Investor ideas #Defense #Stocks Directory (Nasdaq: $BYRN) (NYSE: $CACI) (NYSE: $CDRE) (Nasdaq: $CHKP) (NYSE: $YOU) (NYSE: $NET) (Nasdaq: $CVLT) (Nasdaq: $CRWD) (OTC: $DTII) (Nasdaq: $DGLY) (OTCQB: $DRNG)

 

November 13, 2023 – (Investorideas.com Newswire) Investorideas.com, a global news source and expert investing resource, announces recent companies added to its defense stock directory for investors.

 

Read this in full at https://www.investorideas.com/news/2023/defense/11131Security-Stocks-Directory.asp

 

These stocks focus on personal safety, corporate security, and  public safety and security, addressing critical needs at a time of global military threats making headlines daily.

 

Zack’s Research reports on Demand for Security and Safety Services: “Growing concerns of terrorism and criminal activities around the world are promoting demand for security and safety services. Political unrest across countries, prompting governments to safeguard citizens and protect infrastructure, acts as a key growth driver for the industry. With growing urbanization, governments are increasingly focusing on the safety and security of people, assets and the like, thus driving demand in the industry. Thanks to rising instances of hacking, the industry is seeing growing demand for Internet security products and services like firewalls and unified threat management. Increasing efforts directed toward ensuring safe infrastructure in smart cities bode well for the industry.”

 

Safety and Security Stocks

Byrna Technologies Inc. (Nasdaq:  BYRN) is a technology company, specializing in the development, manufacture, and sale of innovative non-lethal personal security solutions. The Company is the manufacturer of the Byrna® SD personal security device, a state-of-the-art handheld CO2 powered launcher designed to provide a non-lethal alternative to a firearm for the consumer, private security, and law enforcement markets.

 

CACI International Inc. (NYSE:CACIapproximately 22,000 talented employees are vigilant in providing the unique expertise and distinctive technology that address our customers’ greatest enterprise and mission challenges. Our culture of good character, innovation, and excellence drives our success and earns us recognition as a Fortune World's Most Admired Company. As a member of the Fortune 500 Largest Companies, the Russell 1000 Index, and the S&P MidCap 400 Index, we consistently deliver strong shareholder value.

 

Cadre Holdings, Inc. (NYSE:CDRE) Headquartered in Jacksonville, Florida, Cadre is a global leader in the manufacturing and distribution of safety and survivability products for first responders. Cadre's equipment provides critical protection to allow users to safely and securely perform their duties and protect those around them in hazardous or life-threatening situations. The Company's core products include body armor, explosive ordnance disposal equipment, and duty gear. Our highly engineered products are utilized in over 100 countries by federal, state and local law enforcement, fire and rescue professionals, explosive ordnance disposal teams, and emergency medical technicians. Our key brands include Safariland® and Med-Eng®, amongst others.

 

Check Point Software Technologies Ltd. (Nasdaq: CHKPis a leading provider of cyber security solutions to corporate enterprises and governments globally. Check Point Infinity´s portfolio of solutions protects enterprises and public organizations from 5th generation cyber-attacks with an industry leading catch rate of malware, ransomware and other threats. Infinity comprises three core pillars delivering uncompromised security and generation V threat prevention across enterprise environments: Check Point Harmony, for remote users; Check Point CloudGuard, to automatically secure clouds; and Check Point Quantum, to protect network perimeters and datacenters, all controlled by the industry’s most comprehensive, intuitive unified security management.

 

CLEAR Secure (NYSE:YOU) mission is to create frictionless experiences. With more than 17 million members and a growing network of partners across the world, CLEAR's identity platform is transforming the way people live, work, and travel. Whether you are traveling, at the stadium, or on your phone, CLEAR connects you to the things that make you, you – making everyday experiences easier, more secure, and friction-free. CLEAR is committed to privacy done right. Members are always in control of their own information, and we never sell member data.

 

CLOUDFLARE, INC. (NYSE: NET)  is on a mission to help build a better Internet. Today the company runs one of the world’s largest networks, with nearly 10 percent of the Fortune 1,000 companies and approximately 18 percent of the top 10,000 websites using at least one Cloudflare product. Cloudflare’s platform protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare have all web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures 2018 list and ranked among the World's Most Innovative Companies by Fast Company in 2019. Headquartered in San Francisco, CA, Cloudflare has offices in Austin, TX, Champaign, IL, New York, NY, San Jose, CA, Washington, D.C., Lisbon, London, Munich, Beijing, Singapore, and Sydney.

 

CommVault Systems, Inc. (Nasdaq: CVLTliberates business and IT professionals to do amazing things with their data by ensuring the fundamental integrity of their business. Its industry-leading Intelligent Data Services Platform empowers these professionals to store, protect, optimize, and use their data, wherever it lives. Delivering the ultimate in simplicity and flexibility to customers, its Intelligent Data Services Platform is available as software subscription, an integrated appliance, partner-managed, and software as a service—a critical differentiator in the market. For 25 years, more than 100,000 organizations have relied on Commvault, and today, Metallic is accelerating customer adoption to modernize their environments as they look to SaaS for the future.

 

CrowdStrike Holdings, Inc. (Nasdaq:CRWD) a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platforms for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity and immediate time-to-value.

 

Defense Technologies International Corp (OTC: DTII) brings products to market in the areas of personal and collateral protection by creating technology that is unique in design and operation. The company, through its subsidiary Passive Security Scan Inc., developed the Passive Portal™, a walk-through weapons detector. The company plans to develop further products for the security industry that will change the face of their respective industries. The company's primary product has application in addressing the serious issue of school security and safety.

 

Digital Ally (Nasdaq: DGLY) through its subsidiaries, is engaged in vehicle and body cameras, flexible software storage, automatic recording technology and various critical safety products; Shield™ Health Protection Products line, including all natural cleansers, a non-contact temperature-screening device, an electrostatic sprayer and a variety of personal protective equipment. With its recent formation of Digital Ally Healthcare, Inc., a revenue cycle management company and acquisition of TicketSmarter®, LLC, a national ticket broker, Digital Ally continues to add organizations that demonstrate the common traits of positive earnings, growth potential and organizational synergies.

 

Drone Guarder, Inc. (OTCQB:DRNG) is a dedicated safety and security surveillance company committed to maximizing personal security through utilizing the most technologically advanced systems in the unmanned aerial surveillance market. Drone Guarder’s products utilize fully integrated sonar mapping programs that work in tandem with stationery sensory technology, delivering the most robust aerial security system network to-date. The system is equipped with state-of-the-art transmission receptors that allow for rapid communication between the Drone and its users. The complete security array can be navigated and controlled through a secure terminal that can be conveniently accessed through the Drone Guarder App, which is currently in development. Drone Guarder is committed to expanding its technology into new sectors in order to capitalize on emerging markets.

 

Full list

https://www.investorideas.com/Companies/HomelandDefense/Stock_List.asp#Safety

 

Cybersecurity stocks

https://www.investorideas.com/Companies/HomelandDefense/Stock_List.asp#CyberSecurity

 

Defense stocks directory

https://www.investorideas.com/Companies/HomelandDefense/Stock_List.asp

 

Disclaimer

Investor ideas stock directories are a free investor resource and tool and not meant to be a recommendation or solicitation and do not include a full and accurate list of companies

 

About Investorideas.com - Big Investing Ideas

Investorideas.com is a platform for investing ideas. We publish breaking stock news, stock research, guest posts and create original top rated investing podcasts, plus sector tag articles featuring up and coming companies and industry leaders.  Investor Idea’s original branded content includes the Crypto Corner Podcast , Play by Play Sports Podcast , Cannabis News and Stocks on the Move Podcast ,  Cleantech and Climate Change Podcast,  Exploring Mining Podcast , Betting on Gaming Stocks Podcast and the AI Eye Podcast.  We also create free investor stock directories for AI and tech, biotech, cannabis, cleantech, crypto, defense, gaming, health and wellness, mining, oil and gas, sports and water. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors.

 

Public companies within the sectors we cover use our news and content services to tell their story to interested investors. Paid for content is disclosed.  

 

Disclaimer/Disclosure: Investorideas.com is a digital publisher of third party sourced news, articles and equity research as well as creates original content, including video, interviews and articles. Original content created by investorideas is protected by copyright laws other than syndication rights. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ and tickertagstocknews.com

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Investor Ideas Talks to Scott Sacknoff, manager of the SPADE Defense Index About Current Global #MilitaryConflicts

 



 

 

Investor Ideas Talks to Scott Sacknoff, manager of the SPADE Defense Index About Current Global #MilitaryConflicts

 

November 13, 2023- (Investorideas.com Newswire) Investorideas.com, a global investor news source covering defense stocks releases an exclusive Q&A interview looking at the current military landscape as global wars threaten the security of everyone.

 

Investor Ideas talks to Scott Sacknoff, Manager of the SPADE Defense Index, an investment benchmark for companies involved with the defense, homeland security, aerospace and government space markets.

 

Read this news, featuring Spade Index in full at https://www.investorideas.com/news/2023/defense/11132SPADE-Defense-Index.asp

 

Interview

It’s been an eventful few months, if not the past two years. With us today is Scott Sacknoff, manager of the SPADE Defense Index, an investment benchmark for companies involved with defense and national security.

 

In this interview, we are going to discuss the year from an investor’s perspective and the ongoing actions impacting the defense sector-Russia’s invasion of Ukraine, the Hamas attack on Israel and their response, a Cold War-type rivalry forming with China, and the role of the US Congress.

 

Investor Ideas: Let’s tackle each of these. Considering the above military conflicts, one would think investors in defense stocks have been rewarded.

 

Scott Sacknoff: As we’ve long stated, the defense sector is a type of insurance against global turmoil. The more worried people are, in general, the greater the support for investing in defense companies and funds.

 

Following the Russian invasion of Ukraine, defense stocks surged both in terms of price and new investment capital flowing into the sector. People had become complacent in terms of world events and this was a shock. European and NATO nations significantly increased spending on internal security and nearly $100 billion in aid has been given to Ukraine to bolster their response to the invasion. This led to the SPADE Defense Index outperforming the S&P500 in 2022 by roughly 30%. In 2023, the Index has gained an additional 8.5% not including dividends. This is typically a nice annual gain although this year it is below the broader market which has been fueled by a handful of technology stocks.  Limiting the defense sector’s return has been supply chain issues, that have delayed the ability of the large prime contractors to deliver hardware and weapons destined for Ukraine and replenish US stockpiles. But this is a positive looking forward as today’s backlog will become tomorrow’s recorded sales as deliveries are made. Additionally, it will also increase US military capabilities and readiness as older, less modern weaponry delivered to Ukraine is replaced by more modern weapons and systems.

 

Investor Ideas: How did the Hamas attack on Israel impact defense stocks?

 

Scott Sacknoff: At that point in time, there was a general malaise by investors when it came to the sector. As the war between Russia and Ukraine dragged into a kind of stalemate, political opposition in the US (and the European Union) to continue to fund Ukraine’s defense operations began to rise. This is flawed thinking by Congress as the cost to enable Ukraine to hopefully halt Russian aggression there  is much less than what would have to be spent to counter any future action taken by Russia against a NATO nation or expansion into Europe.

 

The Hamas terrorist attack on a music festival, and farming villages, taking several hundred hostages, and of course, the subsequent Israeli response re-engaged attention on the defense sector. 

 

In the two months since this became the lead news items, the SPADE Defense Index has gained more than 7% and investors have increased their holdings in funds, like the Invesco Defense ETF by 14%.

 

Investor Ideas: Considering the above, what do you expect in the coming months?

 

Scott Sacknoff: Defense firms are well-positioned to grow through the end of the year and throughout 2024. Since Russia’s invasion of Ukraine in February 2022, defense spending in the United States has risen to a record high and many European nations have significantly increased their military budgets to combat the threat of a more aggressive Russia. The result has been many firms with defense lines of business reporting historic levels of backlog orders. In October, Raytheon reported a new record of $190 billion with $75 billion coming from its defense business; Lockheed Martin reported $156 billion. Meanwhile Boeing’s order backlog stands at $469 billion for more than 5,100 commercial aircraft and $58 billion in defense. As supply chain issues resolve, companies should see their backlog convert into reported income. With the conflict in the Middle East potentially escalating, global orders for defense hardware should remain strong.

 

Investor Ideas:  What can derail or upgrade your forecast?

 

Scott Sacknoff:  Derail…the key is Congress. Public opinion remains at greater than 60% to continue to support Ukraine and supply weapons to them, yet an increasing number of politicians on Capitol Hill—from both parties—are calling for a reduction or elimination of that support. And for the moment, Congress appears to have, for the most part, taken a stand in support of Israel to root out the terrorist elements in the region. Yet how long that support lasts is unknown. Likewise, we don’t know whether support for Israel will be taken out of that provided funds earmarked for Ukraine, creating a net gain of zero.

 

As far as upgrade, the two conflicts mentioned could very easily escalate into a global situation. North Korea is supplying weapons to Russia; relations between China and Russia appear to be warming; and Iran is supplying drones and missiles to Russia, Hamas, Hezbollah, and others.  An escalation in one or both regions could increase people’s wall of worry and defense stocks have long proven to be a place investors tend to favor when they fear global unrest.

 

Investor Ideas:  Thank you for taking the time to chat with us. For more information on the SPADE Defense Index, please visit spadeindex.com/defense. To learn more about the Invesco Aerospace and Defense ETF that tracks this benchmark, please visit Invesco's website, the ticker on the NYSE Arca is "PPA".

 

Investor ideas Defense stocks directory

https://www.investorideas.com/Companies/HomelandDefense/Stock_List.asp

 

About Investorideas.com - Big Investing Ideas

Investorideas.com is a platform for investing ideas. We publish breaking stock news, stock research, guest posts and create original top rated investing podcasts, plus sector tag articles featuring up and coming companies and industry leaders.  Investor Idea’s original branded content includes the Crypto Corner Podcast , Play by Play Sports Podcast , Cannabis News and Stocks on the Move Podcast ,  Cleantech and Climate Change Podcast,  Exploring Mining Podcast , Betting on Gaming Stocks Podcast and the AI Eye PodcastWe also create free investor stock directories for AI and tech, biotech, cannabis, cleantech, crypto, defense, gaming, health and wellness, mining, oil and gas, sports and water. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors.

 

Public companies within the sectors we cover use our news and content services to tell their story to interested investors. Paid for content is disclosed.  

 

Disclaimer/Disclosure: Investorideas.com is a digital publisher of third party sourced news, articles and equity research as well as creates original content, including video, interviews and articles. Original content created by investorideas is protected by copyright laws other than syndication rights. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ and tickertagstocknews.com

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