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Playing Defense in a Volatile Market


Wednesday, June 17, 2020 at 11:00 AM EDT | 8:00 AM PDT

CFRA sees an enhanced opportunity for many companies that serve governments, which experienced significant share price declines since the start of Covid-19.  In our view, stable government funding has allowed these businesses to see limited impact from the pandemic. CFRA believes these stocks may outperform the market during uncertain times.

Download the webinar, Playing Defense in a Volatile Market to learn more and find out if this trend will continue for government-focused enterprises. Our analysts explore topline government spending trends and detail the opportunities within the Industrial and Technology sectors that what we think the Street is missing. They also highlight historical analysis of defense spending and analyze the relationships between spending levels and economic growth/recessions, debt and deficit levels, and political parties, and provide our outlook for government and Department of Defense (DoD) spending trends in the months and years ahead.


During this informative webcast, attendees will learn:

  • Government and Department of Defense (DoD) spending trends and market outlook considering long-term, high priority programs and the low probability of defense cuts.
  • Investment opportunities among defense contractors and the major defense hardware businesses, such as those owned by Lockheed, Northrop, General Dynamics, and others.
  • The impact and outlook for federal IT Services companies, who are replied upon for their cyber, security, and IT modernization work.
  • The fundamental and forward-focused indicators that investors should consider as they evaluate these sectors.

Moderated by:

  • Kenneth Leon, Director of Equity Research, CFRA

Presented by:

  • Colin Scarola, Senior Equity Analyst, CFRA
  • David Holt, Senior Equity Analyst, CFRA