Defense electronics and communications stocks will be big winners, says Raymond James' Orton

next guest says it could provide an investment opportunity in companies that could benefit from those dollars. Joining us now for more is Matt Oughton, chief market strategist at Raymond James. And here on set with us, Surat City managing partner and portfolio manager at Dcla.He's also a CNBC contributor with us for the hour, if I'm not mistaken. So welcome, Matt, quickly to you. Does today provide a cautionary tale of investing in defense companies for that reason.Because they're all lower on these these c ...