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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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AeroVironment Inc. (AVAV)
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Kratos Defense & Security Solutions Inc. (KTOS)
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Teledyne Technologies Incorporated (TDY)
Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!