HomeMarketsOptionsDietze Bullish on Defense Stocks: LMT 'Value' Play, RTX 'Diversified' Play

Dietze Bullish on Defense Stocks: LMT 'Value' Play, RTX 'Diversified' Play

David Dietze offers a bullish case for defense stocks, noting heightened geopolitical tensions and continuous U.S. spending fueling his optimism. He adds that Lockheed Martin (LMT) remains a "value play" despite its lagging stock performance while calling RTX Corp. (RTX) a "diversified" play. Tom White offers example options trades for both defense stocks.

Morning Trade Live

20 Oct 2025

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