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@goodmore I am by no means an expert in this, but I would definitely agree with your thesis that Boeing's exposure to a larger customer base makes its stock much more volatile.

@goodmore If you're hearing about these contracts from a source that isn't internal to LMT then it's priced in. There was an article somewhere last month saying something like $600MM of defense stocks were purchased by investors due to the rise of conflicts globally. Not to be mean, but by...

@gracefulgalpal I hold all my dry powder in an investment account with them; 5% apr. I do have to pay for gold but it's a minor fee compared to the return.