Cliff Note #116 - Tailwinds Include U.S. Navy Aggressive Submarine Construction Schedule
Under-the-radar defense contractor with pristine balance sheet and record backlog…
Given what’s going on in the world today, we thought it would be a great time to add a defense stock to the Quality Index (MSMqi).
Thus, we’re adding one now, based on insights from our first Sunday research journal post, published at the end of May.
We’ve been receiving a lot of positive feedback on these Sunday journals.
These updates give you an early look into our potential multibagger research pipeline—some of which may be added to the MSMqi if we believe the multibagger traits are actually starting to play out.
While the Sunday journals aren’t as detailed as our full Cliff Notes, they’re designed to quickly capture the essence of what we’re tracking—usually in just a paragraph or two. If a stock from the journal qualifies to be added to the MSMqi, we can always follow up with a full Cliff Note.
The first stock from the Journal being added to the MSMqi is an under-the-radar defense contractor showing accelerating growth, driven by new defense contracts, the U.S. navy’s aggressive goals to expand its submarine fleet and a rising backlog.