If you’re paying attention, you already know what's happening and these are the 3 sectors I'm paying attention to: Defense. Energy. Oil & gas infrastructure. $LMT One of the largest defense contractors in the world. When global tensions rise, defense spending usually follows (I don't have a position in LMT yet) $XOM A global oil giant. If crude prices stay elevated due to supply risk, companies like this benefit from stronger margins and cash flow. $ENB Major pipeline operator moving oil and gas across North America. Infrastructure + steady cash flow = resilience during volatility. I’m positioning ‼️ and you should too
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22 Comments
Maxwell
@maxstocks · 7mo
👀 Which one would you buy first?
Lexie
@a_lexisrenee · 7mo
Look at $LMT chart. They have exploded in this past couple of years. They are strong. I'd suggest get in if that's what you want. If not, you may be looking at paying an even higher premium. You can always average down if the dip. However, I don't see that happening with the current state of the world.
I’m with ExxonMobil — strong cash flow and capital discipline make it a solid anchor. If this cycle runs multi-year, are you holding just for stability or chasing real upside too?
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