Wednesday, January 12, 2022

History suggests #defense #stocks will surge in 2022. Will it come to pass?

 

History suggests #defense #stocks will surge in 2022. Will it come to pass?

 

HomelandDefenseStocks.com Q&A Interview with Scott Sacknoff, SPADE Defense Index

 



 




 

Point Roberts, WA and Delta, BC -  January 12, 2022 -(Investorideas.com Newswire)Investorideas.com, a global news source and leading investor resource releases an exclusive Q&A interview through its defense portal HomelandDefenseStocks.com.

Scott Sacknoff, manager of the SPADE Defense Index, an investment benchmark for companies involved with the defense, homeland security, aerospace, and government space markets, discusses recent developments in the sector.

 

Read this in full at https://www.investorideas.com/news/2022/defense/01121Stocks.asp

 

Q&A Interview: HomelandDefenseStocks.com (HDS) Scott Sacknoff

With us today is Scott Sacknoff, manager of the SPADE Defense Index, an investment benchmark for companies involved with the defense, homeland security, aerospace, and government space markets and the author of Investing in the Defense Sector, which can be downloaded for free at spadeindex.com/defense.

 

In this interview we are going to discuss his forecast for 2022 and themes investors should watch for.

 

InvestorIdeas.com:  Investors in defense stocks continue to see their portfolio grow but compared to those investing in the broader market, they have significantly underperformed.  Why do you think that is going to change? 

 

Scott Sacknoff: 

Before discussing why 2022 could be the year for defense stocks, it’s important to understand the reasons why the prior year was comparatively lackluster. In 2021, the SPADE Defense Index returned more than 7% including dividends. To put that in perspective, it was a down year for defense relative to the broader market but consistent with the historical return for equities.

 

Over the past couple of years, the attention of most investors, and people in general, centered on the pandemic, and rightly so. Focusing on the disruptions to the economy and the technologies that would enable us to work and interact more remotely proved to be highly profitable. As did investments that tried to time the recovery. However, market gains have been uneven with a few companies driving the broader markets higher. Many investors today are wondering how much growth is left in these stocks. When it came to the defense, since 2020 there were few events to really drive it higher. Additionally, the sector faced headwinds that they might have been able to overcome more rapidly were it not for the pandemic. 

 

InvestorIdeas.com:  Can you expand on that please?

 

Scott Sacknoff: Over the past several years, defense budgets in the United States have remained strong and stable but there was little positive news to provide fuel to the sector after eight consecutive years of returns that beat the market. Right before the pandemic, Boeing was investigating the flight worthiness of its new 737 MAX 8 aircraft following two crashes that put deliveries on hold. Were it not for the pandemic—the review, testing, engineering changes, and approval for the plane to return-to-flight might have happened more quickly. But with a dramatic reduction in the need for commercial air travel and cargo transport due to a slowing global economy—and the key word here is need—the approval stretched on for months. The impact of this was felt hard across the sector as many defense contractors and suppliers participate in the production of aircraft, helicopters, and related vehicles. This led to sporadic supply chain issues and, with Boeing holding off on delivering commercial aircraft, manufacturing activity slowed. The latter half of 2021 saw the return to more normal production levels, the delivery of aircraft, and new orders coming in from airlines. As we begin to emerge, or at least get used to, living life under a pandemic, air travel is making progress toward a return to normal. While still far from pre-pandemic levels, a growing air traffic market will solidify the balance sheets of world’s airlines—providing them with the resources needed to modernize and upgrade their air fleets. 

One benefit of the pandemic was that nations around the globe were more focused on handling the internal medical and societal issues related to COVID-19 and less interested in border and international conflicts. Or at least, the mainstream media covered these less. Even the pullout of US troops from Afghanistan quickly left the news cycle. But the trade statistics are consistent with it being a quiet period for military action and planning. According to the US State Department, sales of US military equipment to foreign governments during FY20 fell 21% to $138 billion after rising for the past decade.

However, as we venture into the early part of 2022, this is changing. Tensions in areas around the world are beginning to rise. Russia has moved troops to the Ukrainian border and supplied peacekeepers to Kazakhstan. China and the US appear to be expanding their cold war rhetoric and there are rising concerns that 2022 could be the year that China annexes Taiwan. And the stress of pandemic inequalities is seeing increasing unrest in the Middle East as well as social unrest here in the United States. This return to fear and uncertainty is a business environment that should positively and directly impact defense firms,  translating into a return of the international sales growth that the sector has seen in recent years. The reaction by France to an announced partnership between the US and the United Kingdom with Australia on submarine development highlights just how important international defense sales are to maintaining a healthy industrial base. 

With stable military budgets in the United States, expanding international defense sales, and a return to an expansion phase for commercial aircraft deliveries, we see 2022 being a great year for defense stocks. 

 

InvestorIdeas.com: What does history think of your thesis?

 

Scott Sacknoff:  We’ve published data on the sector back to 1997 and using this we have identified two previous cycles. In 1998 and 1999, defense stocks underperformed the return of the S&P500 by more than 24%— though it produced a positive return of 23% over those two years. What followed was a nine-year run higher which saw the defense sector outperform the market by several hundred percent. This was followed by a three-year period of underperformance of around 8%—but which saw the SPADE Defense Index gain 30%. This was subsequently followed by 8 consecutive years in which the defense sector gained more than 200%, outperforming the market by more than 70% before the current 2020-2021 underperformance—during which time the index still rose more than 13%.

It’s a lot of numbers, but what the pattern says is after a 2–3-year decline, defense stocks have historically come roaring back and produced outsized returns for a number of years. Even during the years that defense stocks underperformed the market, those who invested in a portfolio of aerospace and defense stocks still managed a positive return most of the time. In 19 of the past 25 years, the SPADE Defense Index has been positive—with half the years providing double digit gains. And of the five calendar years that the Index levels declined, three were by less than 3%. Growth while waiting for a reversion to the historical mean has been a winning investment strategy for defense investors in the past.

 

InvestorIdeas.com: So, what can derail it? What worries you the most?

 

Scott Sacknoff:  There are of course a number of external factors that bear watching. A broad stock market drop due to a declining economy or rising interest rates could pull all securities lower in the short-term. However, over the long term, defense stocks as a whole tend to be less sensitive as (a) its largest customer—government—can literally print new money; (b) defense firms typically maintain low debt ratios, which should protect them from rising interest rates; and (c) many defense contracts come with inflation escalation clauses. As to what would derail the sector over a longer period, the key is political will and whether Congress would reduce spending on defense and security in order to fund new social programs. While a minority in office favor doing just this, they are still just a small minority. Yet, as US politics has revealed, sometimes a minority can direct the agenda and rule. Security and the safety of the nation has importantly, never been out of favor for long.

 

InvestorIdeas.com: Are you noticing anything in the market that can back up your thesis that defense stocks are set to run higher?

 

Scott Sacknoff:  We’ve begun to see some uptick in the volume for the Invesco Aerospace and Defense ETF (NYSE: PPA). And looking at the various ETF products in the space, it is interesting that AUM (asset under management) levels have plateaued and been stable at these levels. It is perhaps a sign that everyone who wanted to sell, has done so. The sector is now just waiting for buyers to re-enter.

 

InvestorIdeas.com: Final Thoughts?

 

Scott Sacknoff:  There are a number of trends that indicate that defense investors are about to rewarded for their patience. In the short-term, of course, the sector could still head lower, but it is my belief that investors have ignored defense in their portfolio for too long.

 

InvestorIdeas.com:  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”.

The SPADE Defense Index is a passive investment benchmark comprised of publicly traded companies that are systematically important to defense and national/homeland security; and adapts to changes in military strategy, activities, and philosophy. The Index is typically composed of more than 50 firms with products and services that target markets including: naval vessels, military aircraft, armored vehicles, helicopters, drones and remotely piloted vehicles, missiles and missile defense, command and control, networks and Information technology, secure communications, battlespace awareness, intelligence and reconnaissance, and space systems as well as national/homeland security activities including border security, biometric screening systems, and military cybersecurity efforts. Licensed to Invesco, it serves as the underlying index for the Invesco Aerospace and Defense ETF (NYSE: PPA). Additional details on the SPADE Defense Index can be found at www.spadeindex.com/defense 

 

About Investorideas.com - News that Inspires Big Investing Ideas

Investorideas.com publishes breaking stock news, third party stock research, guest posts and original articles and podcasts in leading stock sectors.  Learn about investing in stocks and get investor ideas in cannabis, crypto, AI and IoT, mining, sports biotech, water, renewable energy, gaming and more. Investor Idea’s original branded content includes podcasts and columns : Crypto Corner , Play by Play sports and stock news , Investor Ideas Potcasts Cannabis News and Stocks on the Move podcast ,  Cleantech and Climate Change , Exploring Mining , Betting on Gaming Stocks Podcast and  the AI Eye Podcast.

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 investor ideas 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

 

 



Get more Defense Stock Investor Ideas - news, articles, and stock directories

 

Tuesday, December 21, 2021

#AI #Cybersecurity #Stock News: GBT (OTCPK: $GTCH) is Planning a Cognitive Cybersecurity #Technology to Secure its RF Based Motion Detection System; #ArtificialIntelligence

 



 

#AI #Cybersecurity #Stock News: GBT (OTCPK: $GTCH) is Planning a Cognitive Cybersecurity #Technology to Secure its RF Based Motion Detection System; #ArtificialIntelligence

 

The #AI empowered RF #cybersecurity #technology will be protecting against data theft, jamming and potential threats

 

SAN DIEGO, CA, December 21, 2021  - (Investorideas.com Newswire) GBT Technologies Inc. (OTC PINK: GTCH("GBT” or the “Company”), is working to  secure its Apollo, a RF based motion detection system. The Apollo system uses AI technology to control radio waves transmissions and analyzing the reflected information to construct 3D cinematic media in real time. Apollo transmits and receives data using radio waves, operating within low frequencies RF Spectrum. The security system is targeted to prevent intruders from listening to Apollo’s RF traffic, stealing data or block its operation. Another topic of concern is the ability to replace data with bogus information; basically, jamming it.

 

Read this news, featuring GTCH in full at https://www.investorideas.com/CO/GOPH/news/2021/12211AI-Cybersecurity.asp

 

The system will be governed by an AI mechanism to quantify RF devices that interact with Apollo, assessing its RF waves characteristics, monitoring network traffic, and ultimately, detecting unauthorized RF devices. These devices will be categorized as intruding nodes and will be immediately isolated upon detection. We design a cognitive security mechanism to constantly learn about Apollo’s communication characteristics, providing an adaptive RF communication feature to ensure robust, secured operations. In case of malicious activity detection, the AI system will immediately modify the RF propagation characteristics to the new conditions, activating new encryption keys, and ultimately changing the entire radio system attributes. The system’s main advantage is the fact that it will take the necessary precautions before attacks occur, what we call a preventative approach. The main aim will be to protect against data theft and damaging due to the wireless signal’s vulnerabilities. Apollo system could be implemented within major domains like health monitoring, security, and computer vision applications. The company already filed a provisional patent and will be filing a non-provisional patent during the next few months.

 

"Apollo system is based on a wireless technologies and broadcasts RF signals in the open. Radio communication by its nature is exposed to intruders’ attacks and suffers from serious security vulnerabilities. To protect the wireless signals from malicious attacks, data theft and jamming, we decided to invest in the development of an application- specific cybersecurity measure for the Apollo system. We are currently designing a comprehensive cyber solution to protect Apollo’s wireless system, creating adaptive security methods from various perspectives. Our AI system is targeting to manage the RF communication adaptively modifying radio propagation characteristics according to security analysis. The intelligent system will quantify the network’s radio devices, identify unauthorized members, and supervise encryption/decryption operations. In case of unknown RF devices interference, the system will isolate and unauthorized nodes, change RF characteristics, encryption/decryption keys and additional features to provide an immediate breach prevention. A deep learning mechanism will be constantly learning about the system’s RF communication properties, while monitoring any suspicious activities. Apollo system enables an RF based, motion computer vision, and can be implemented within essential technologies among them are autonomous vehicles, medical apparatus, and security. Such system needs to be equipped with a top-notch cyber protection against data theft, interference and jamming. We truly believe that this type of technology can offer an innovative wireless solution in many domains as the system will be capable of seeing underground, water and through walls. Its deep learning capability enables rapid analysis of the RF data, identifying living entities and objects, constructing a computerized cinematic media in real time. The Apollo system can be a significant technological advancement enabling healthier life style, smarter cities, and intelligent transportation. As wireless systems are becoming an essential component in our modern life, new cybersecurity vulnerabilities are introduced and it’s our duty to ensure comprehensive protection, reliability and secured operation,” said Danny Rittman the Company’s CTO.

 

There is no guarantee that the Company will be successful in researching, developing or implementing this system.  In order to successfully implement this concept, the Company will need to raise adequate capital to support its research and, if successfully researched, developed and granted regulatory approval, the Company would need to enter into a strategic relationship with a third party that has experience in manufacturing, selling and distributing this product.  There is no guarantee that the Company will be successful in any or all of these critical steps. 

 

About Us

GBT Technologies, Inc. (OTC PINK: GTCH) (“GBT”) (http://gbtti.com) is a development stage company which considers itself a native of Internet of Things (IoT), Artificial Intelligence (AI) and Enabled Mobile Technology Platforms used to increase IC performance. GBT has assembled a team with extensive technology expertise and is building an intellectual property portfolio consisting of many patents. GBT’s mission, to license the technology and IP to synergetic partners in the areas of hardware and software. Once commercialized, it is GBT’s goal to have a suite of products including smart microchips, AI, encryption, Blockchain, IC design, mobile security applications, database management protocols, with tracking and supporting cloud software (without the need for GPS). GBT envisions this system as a creation of a global mesh network using advanced nodes and super performing new generation IC technology. The core of the system will be its advanced microchip technology; technology that can be installed in any mobile or fixed device worldwide. GBT’s vision is to produce this system as a low cost, secure, private-mesh-network between any and all enabled devices. Thus, providing shared processing, advanced mobile database management and sharing while using these enhanced mobile features as an alternative to traditional carrier services.

 

Forward-Looking Statements

Certain statements contained in this press release may constitute "forward-looking statements".  Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to any historical or current fact. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors as disclosed in our filings with the Securities and Exchange Commission located at their website (http://www.sec.gov).  In addition to these factors, actual future performance, outcomes, and results may differ materially because of more general factors including (without limitation) general industry and market conditions and growth rates, economic conditions, governmental and public policy changes, the Company’s ability to raise capital on acceptable terms, if at all, the Company’s successful development of its products and the integration into its existing products and the commercial acceptance of the Company’s products.  The forward-looking statements included in this press release represent the Company's views as of the date of this press release and these views could change.  However, while the Company may elect to update these forward-looking statements at some point in the future, the Company specifically disclaims any obligation to do so.  These forward-looking statements should not be relied upon as representing the Company's views as of any date subsequent to the date of the press release.

 

Contact:

Dr. Danny Rittman, CTO
press@gopherprotocol.com

 

GBT Technologies Inc. (OTCQB:GTCH) is a featured tech stock on

Investorideas.com

 

More info on GTCH at Investorideas.com Visit: https://www.investorideas.com/CO/GOPH/

 

Get News Alerts on GBT Technologies Inc GTCH

 

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. Disclosure: GTCH is a PR, social media and publishing client and compensates Investorideas.com https://www.investorideas.com/About/News/Clientspecifics.asp 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

 


  Get more tech stocks investor ideas- news, articles, podcasts and stock directories

 

 

 

Friday, December 17, 2021

New #Stocks to Watch at Investor Ideas (NYSE: $SG) (Nasdaq: $PTLO), (NYSE: $LTH), (Nasdaq: $VLCN), (NYSE: $BFLY) (NYSE: $IRNT)

  New #Stocks to Watch at Investor Ideas (NYSE: $SG) (Nasdaq: $PTLO), (NYSE: $LTH), (Nasdaq: $VLCN), (NYSE: $BFLY) (NYSE: $IRNT)

 


 

Point Roberts WA, Delta BC, December 17, 2021 – (Investorideas.com Newswire) Investorideas.com, a global news source and expert investing resource, announces its weekly roundup of stocks to watch in Food & Beverage, Sports, Automotive, Medical Devices and Cybersecurity. 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/2021/main/12171Stocks.asp

 

This week’s new food and beverage companies are involved in restaurant operations, functional beverages, gluten/grain-free foods and wine marketing and distribution.

 

The latest sports company operated fitness centers while the newest Automotive company is the the first all-electric, powersports company.

 

Finally, the latest medical device company has created the world’s first handheld, single-probe whole-body ultrasound system while the newest cybersecurity is delivering the first-ever Collective Defense platform operating at scale.

 

New Stocks Added to Food & Beverage Stocks Directory:

Sweetgreen, Inc. (NYSE:SGpassionately believes that real food should be convenient and accessible to everyone. Every day, across its 140+ restaurants, their 5,000 team members create plant-forward, seasonal, and earth-friendly meals from fresh ingredients and produce that prioritizes organic, regenerative, and local sourcing. Sweetgreen strongly believes in harnessing the power of technology to enhance the customer experience, and leverages their app to create an omnichannel experience to meet their customers where they are. Sweetgreen’s strong food ethos and investment in local communities have enabled them to grow into a national brand with a mission to build healthier communities by connecting people to real food.

 

Portillo's Inc. (Nasdaq:PTLO) In 1963, Dick Portillo invested $1,100 into a small trailer to open the first Portillo’s hot dog stand in Villa Park, IL, which he called “The Dog House.” Years later, Portillo’s has grown to include restaurants in more than 67 locations across nine states. Portillo’s is best known for its Chicago-style hot dogs, Italian beef sandwiches, char-grilled burgers, fresh salads and famous chocolate cake. Portillo’s Home Kitchen is the company’s fast-growing catering business. Portillo’s also ships food to all 50 states via its website.

 

First Watch Restaurant Group, Inc. (Nasdaq:FWRG) is an award-winning Daytime Dining restaurant concept serving made-to-order breakfast, brunch and lunch using fresh ingredients. A recipient of hundreds of local “Best Breakfast” and “Best Brunch” accolades, First Watch’s award winning chef-driven menu includes elevated executions of classic favorites for breakfast, lunch and brunch along with First Watch-specific specialties such as our protein-packed Quinoa Power Bowl®, Farmstand Breakfast Tacos, Avocado Toast, Morning Meditation (juiced in-house daily), our Vodka Kale Tonic, Chickichangas and our famous Million Dollar Bacon. In 2021, First Watch was recognized as FSR Magazine’s Best Menu and as the fastest-growing full-service restaurant chain based on unit growth. There are more than 425 First Watch restaurants in 28 states, and the restaurant concept is majority owned by Advent International, one of the world’s largest private-equity firms.

 

Winc, Inc. (NYSE:WBEV) is one of the fastest growing at-scale beverage companies in the United States with a successful national portfolio of brands fueled by an omni-channel distribution network. Winc's unique digital-first marketing strategy and platform, Winc.com, drive e-commerce, deep customer connections, and data analytics, which we leverage across our expanding network of wholesale and retail partners to develop and scale brands, propelling its powerful omni-channel growth strategy.

 

Vita Coco Company, Inc. (Nasdaq: COCOwas co-founded in 2004 by co-CEO Michael Kirban and Ira Liran. Pioneers in the functional beverage category, The Vita Coco Company’s brands include the leading coconut water, Vita Coco; clean energy drink Runa; sustainable enhanced water, Ever & Ever; and protein-infused water, PWR LIFT. With its ability to harness the power of people and plants, and balance purpose and profit, The Vita Coco Company has created a modern beverage platform built for current and future generations.

 

Real Good Food Company, Inc. (NasdaqGM: RGF)         Founded in 2016, Real Good Foods believes there is a better way to enjoy our favorite foods. Its brand commitment, “Real Food You Feel Good About Eating,” represents the Company’s strong belief that, by eating its food, consumers can enjoy more of their favorite foods and, by doing so, live better lives as part of a healthier lifestyle. Its mission is to make craveable, nutritious comfort foods that are low in carbohydrates, high in protein, and made from gluten- and grain-free real ingredients more accessible to everyone, improve human health, and, in turn, improve the lives of millions of people. Real Good Foods offers delicious options across breakfast, lunch, dinner, and snacking occasions available in over 16,000 stores nationwide, including Walmart, Costco, Kroger, and Target, and directly from its website.

 

New Stocks Added to Sports Stocks Directory:

Life Time Group Holdings, Inc. (NYSE: LTHOver nearly 30 years, Life Time (NYSE: LTH) has reshaped the way consumers approach their health through omnichannel, healthy way of life communities that address all aspects of healthy living, healthy aging and healthy entertainment. More than 30,000 Life Time professionals are dedicated to providing the best programs and experiences at more than 150 Life Time athletic resort destinations in the United States and Canada, and via a complementary, comprehensive digital platform and portfolio of iconic athletic events – all with the objective of inspiring healthier, happier lives.

 

New Stocks added to Automotive Stocks Directory:

Volcon, Inc. (Nasdaq: VLCNis the first all-electric, powersports company producing high quality off-road vehicles. Based in Round Rock, Texas, Volcon joins many major electric vehicle manufacturers near Austin, Texas, an area that is poised to become the electric vehicle capital of the world. Volcon was founded with the mission to enhance the outdoor experience while reducing the industry's environmental footprint so that adventurers and workers alike can enjoy the outdoors and preserve it for generations to come. Volcon produces all-electric, off-road vehicles that are designed to elevate the adventure experience and help people get things done at work and on the home front.

Volcon's first product, the innovative Grunt combines a fat tire physique with high-torque electric power and a near-silent drive train which started shipping in September of 2021. Future models include the Runt, which is a youth-sized version of the groundbreaking Grunt. The Stag and Beast will be Volcon's venture into the rapidly expanding world of UTVs and coming in future years as the company continues to expand.

 

New stocks added to Medical Device Stocks Directory:

Butterfly Network, Inc. (NYSE: BFLY) Founded by Dr. Jonathan Rothberg in 2011, Butterfly Network has created the world’s first handheld, single-probe whole-body ultrasound system using its patented Ultrasound-on-Chip™ semiconductor technology. Butterfly’s mission is to democratize medical imaging and contribute to the aspiration of global health equity, including for the 4.7 billion people around the world lacking access to ultrasound. Butterfly is paving the way for earlier detection and remote management of health conditions around the world. The Butterfly iQ+ and Butterfly iQ+ Vet can be purchased today by healthcare practitioners and veterinarians, respectively, in the United States, Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, New Zealand, Norway, Poland, Portugal, Spain, Sweden, Switzerland, and the United Kingdom. Butterfly iQ+ is a prescription device intended for trained and qualified healthcare professionals only.

 

New stocks added to Cybersecurity Stocks Directory:

IronNet, Inc. (NYSE: IRNT) Founded in 2014 by GEN (Ret.) Keith Alexander, IronNet, Inc. is a global cybersecurity leader that is transforming how organizations secure their networks by delivering the first-ever Collective Defense platform operating at scale. Employing a number of former NSA cybersecurity operators with offensive and defensive cyber experience, IronNet integrates deep tradecraft knowledge into its industry-leading products to solve the most challenging cyber problems facing the world today.

 

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

 

Investors can trade these stocks and other ideas on our site using our list of top stock trading apps including Robinhood, Acorn, Stash and others.

 

About Investorideas.com - News that Inspires Big Investing Ideas

Investorideas.com publishes breaking stock news, third party stock research, guest posts and original articles and podcasts in leading stock sectors.  Learn about investing in stocks and get investor ideas in cannabis, crypto, AI and IoT, mining, sports biotech, water, renewable energy, gaming and more. Investor Idea’s original branded content includes podcasts and columns : Crypto Corner , Play by Play sports and stock news , Investor Ideas Potcasts Cannabis News and Stocks on the Move podcast ,  Cleantech and Climate Change , Exploring Mining , Betting on Gaming Stocks Podcast and  the AI Eye Podcast.

 

Learn about investing in stocks and sector trends with our news alerts, articles,  podcasts and videos, looking at cannabis, crypto, AI and IoT, mining, sports biotech, water, renewable energy and more. Investor Idea's original branded content includes the following podcasts and columns: Crypto CornerPlay by Play sports and stock news column, Investor Ideas Potcasts Cannabis News and Stocks on the Move podcast and column, Cleantech and Climate ChangeExploring Mining and the AI Eye.

 

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

 

Learn more about our news, PR and social media, podcast and ticker tag services at Investorideas.com

https://www.investorideas.com/Investors/Services.asp

 

Learn more about advertising and guest posts

https://www.investorideas.com/Advertise/

 

Follow us on Twitter https://twitter.com/Investorideas

Follow us on Facebook https://www.facebook.com/Investorideas

Follow us on YouTube https://www.youtube.com/c/Investorideas

Download our Mobile App for iPhone and Android  

 

Join our Investor Club https://www.investorideas.com/membership/

 

Contact Investorideas.com

800 665 0411

 

 



 

 


 Investorideas Wishes Everyone a Safe and Happy Holiday Season!

 


Monday, December 13, 2021

Are Defense Stocks About to Run Higher?

 

 

Are Defense Stocks About to Run Higher?

 




December 13, 2021 (Investorideas.com news wire, HomelandDefenseStocks.com) Scott Sacknoff, President, SPADE Indexes LLC  (NYSE: ^DXSTR)  www.spadeindex.com/defense  -Global tensions have been mounting in recent weeks as Russia moves troops toward the Ukrainian border, leading some to believe that an invasion is imminent. Meanwhile, there has been an escalation in the rhetoric between the United States and China, the latest volley from President Biden who announced a diplomatic boycott of the upcoming Winter Olympics in Beijing. While human rights issues against the Uyghur people is highlighted by the Administration, it’s another step toward the emerging Cold War between the two nations over issues such as Taiwanese sovereignty, military training activities by China in contested areas, and competition on the technology development and business battlefield. Even if nothing more emerges to further escalate these two global situations, defense stocks could benefit and be in play over the coming months.

 

Read this in full at

https://www.investorideas.com/news/2021/defense/12131SPADE-Stocks.asp

 

For most of 2021, from an investor perspective, the defense sector remained quiet. With much of the world’s attention focused on the COVID-19 pandemic, the investment news cycle has been dominated by stories about pandemic-related or reopening trades as well as trending tech fields such as electric vehicles, fintech, blockchain and cryptocurrencies, and space tourism.

 

In the background, three developments related to the defense sector received sparse coverage:  (1) The defense budget levels proposed by the Biden White House remained strong, steady, and consistent with prior years; (2) The pullout of troops from Afghanistan quickly faded from the news cycle. Although this had little direct impact on the revenues of public firms, it shifted the focus away from conversations about defense; and (3) Revitalized growth in commercial aviation was curtailed due to the emergence of variants that limited business and consumer travel. Despite this lack of attention, the SPADE Defense Index still gained more than 4% YTD and continues to provide investors with long-term stability and growth. Yet, there has been little news to attract investors to the sector…until recently.

 

Why do defense stocks rise?

Fear. Uncertainty. It’s not just war and direct conflict that drives share prices higher. Often it is the “Winds of War” that leads people to pay closer attention to the sector. President Joe Biden said that democracy faces “sustained and alarming challenges,” and, during a virtual summit with representatives from roughly 100 countries, he stated that the trends were “largely pointing in the wrong direction.” Taking the position that he would return the US to a global leadership position, he indicated he would face down “authoritarian forces led by China and Russia.” 

 

And the “Winds of War” are growing louder. In recent months, the rhetoric has become more tense and heated. China continues to close the gap of US supremacy on the sea and in space. Additionally, defense analysts are raising the alarm over China seeking to build its first naval base on the Atlantic Ocean (in Equatorial Guinea, Africa) and advanced tests of new hypersonic missiles that could evade detection by current defense systems. Meanwhile, the Chinese government is considering a financial attack by forcing the delisting of several firms currently trading on US stock exchanges over what it deems as “national security concerns.” And lest not forget about cyber warfare actions, often tied to Russian and Chinese national and entities, which threaten to disrupt the operations of the US government, commercial companies, and civil authorities.

 

Preparing for an invasion of Taiwan?

The Taiwan Strait is a 110-mile-wide body of water than separates this island nation from continental Asia. A democratically governed nation, it lives under a constant threat from China who has claimed sovereignty over Taiwan since 1949 and maintains that it has the right to seize control under a “unification” policy. In an October 2021 show of strength, a record number of Chinese fighter jets flew sorties that violated Taiwan’s air defense zone. Meanwhile, earlier this year, the US Marine Corps participated in a series of readiness training exercises in the Pacific region, including “Noble Fury” off the coast of Japan and “Summer Fury” off the coast of California, to train for a possible conflict.

 

Regardless of how these militaries flex their muscles, the likelihood that the US would deploy troops overseas to the Ukraine and/or China is limited. President Biden in early December reiterated that he has no intention of sending troops to engage in a ground war. Of course, as an evolving situation, the current philosophy could easily change. While the US has never officially pledged to defend Taiwan, it has committed to the island’s self-defense, a strategic ambiguity. Economic sanctions and support for the sale of weaponry are the most likely outcome from a US strategic perspective.

 

How high can defense stocks soar?

For investors, that is the key question. With history as our guide, since 1997 the sector has undergone very few years with a negative return and only two periods of underperformance. In fact, over the past 24 years, the SPADE Defense Index only saw five years with a negative calendar return—four when factoring in dividends.

 

Following a period of stock market underperformance in 1998-1999 (though the Index gained roughly 22%), the SPADE Defense Index produced returns that outperformed the broader market in each of the next nine years—five by double digits, more than 1000+ basis points annually. During this time period, investors saw total gains of 161% vs a lost decade for the S&P500 of just 14%.

 

Following the 2009-2011 period of market underperformance (though the Index gained roughly 30% during that time), the SPADE Defense Index tripled over the next six years.

When the defense sector is in favor, it can produce significant returns for investors. With rising tensions around the world, investors should keep an eye on this sector.

 

Interested in learning more about defense sector stocks and what drives it from an investor perspective? SPADE Indexes has produced a free guide for individual and institutional investors. Download for free (and without registration) at: https://www.spadeindex.com/Files/Investing_Defense_Sector_Guide.pdf

 

The SPADE Defense Index is a passive investment benchmark comprised of publicly traded companies that are systematically important to defense and national/homeland security; and adapts to changes in military strategy, activities, and philosophy. The Index is typically composed of more than 50 firms with products and services that target markets including: naval vessels, military aircraft, armored vehicles, helicopters, drones and remotely piloted vehicles, missiles and missile defense, command and control, networks and Information technology, secure communications, battlespace awareness, intelligence and reconnaissance, and space systems as well as national/homeland security activities including border security, biometric screening systems, and military cybersecurity efforts. Licensed to Invesco, it serves as the underlying index for the Invesco Aerospace and Defense ETF (NYSE: PPA). Additional details on the SPADE Defense Index can be found at www.spadeindex.com/defense 

 

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 investor ideas 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


 



Get more Defense Stock Investor Ideas - news, articles, and stock directories