AeroVironment: “I really like it. It really is the solution, I think, in a lot of ways, to a Pentagon budget that may be too bloated but needs to be more effective. [buy, buy, buy!]”
Kratos Defense and Security Solutions: “Modern military, modern defense, I like the story very much. I think you’re in good shape.”
Verizon: “I don’t like to buy a stock just for the yield when it doesn’t have growth, and that happens to be Verizon.”
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