Josh's best stocks in the market

Defense Sector Performance - Defense sector stocks broke out following increased Middle East tensions [1] - RTX is up approximately 85% and Axon is up 5% since May 19th [2] - Aerospace and defense sector stocks' median year-to-date return is 17%, significantly outperforming the S&P 500's 07% median return [4] - Nearly all aerospace and defense stocks are above their 50-day moving average, indicating strong upward momentum [4] Investment Strategy - The market anticipates events, making defense stocks a potentially lucrative investment [3][5] - Focus on stocks where the market has already identified opportunities, such as those benefiting from increased conflict [5] - Consider moving up stops on winning trades based on investment timeline [2] Company Specifics - GE Aerospace's defense sector accounts for approximately 25% of its total revenue [8] - GE Aerospace expects to increase its EBIT growth rate from 10 billion to 13 billion by 2028, with mid-20s margins and strong free cash flow [8] - Boeing is considered a cheaper and more compelling turnaround story compared to GE [9] Key Investment Drivers - Defense contractors offer consistent earnings, cash flow, and dividends [7] - Guaranteed revenue from the US government makes defense stocks attractive [7]