The sector is Industrials aerospace/defense drivers of the industry, what is it

The sector is Industrials aerospace/defense drivers of the industry, what is it that will make it grow? -> in connection with the above point, think of a THESIS that could accompany a stock from that industry. Like, what’s the story that we can tell as to why we think the company is a good buy. Remember inflation, but that doesn’t have to be the thesis, it can be something else and inflation a part of it. -> possible obstacles the industry can face (or is facing) -> trends of the industry, like how has it performed in the past during recessions? * -> what are the porter’s 5 forces for that industry? Open up word, bold these topics (in this order): The stocks are BAH, LMT, RTX Overview Strategy Comp. Strengths Risks MD&A Then write bullet points from what you’ve read under each. ** I’d recommend reading the 3 things from 10-K first and *then* go to seeking alpha and look for ppl’s view on the stock. ** “Drivers and Headwinds”