So, a recent article on Investopedia starts off warning of a possible bubble in defense stocks (eg. LMT, RTN, etc). Throws out some scary lines about the dot-com bubble, etc. (different industry, right?). But strangely, ends the article with 3 points about how investors should react, with 2 of those 3 points being bullish in nature, not bearish. So is the headline just click-bate or confusion? (I am actually being a bit cheeky– I like the article; it does us a favor by giving some counter points to the main argument).
The three points:
- It’s bubble time, take profits (well, ok, that’s helpful). I am not in agreement.
- Refers to Zacks Research being bullish:
“…with the United States being the largest [worldwide] supplier of defense equipment, it is undoubtedly a golden era for U.S. aerospace and defense stocks.” 
- Again refers to Zacks being bullish:
“…Widespread geopolitical tensions that are prompting nations, both developed as well as developing, to rapidly expand their arsenal should keep the outlook for the U.S. aerospace and defense stocks favorable.”