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Trump's plan to rebuild the U.S. military could benefit these somewhat expensive contractors.
ARNC still needs to prove itself so buying on strength is the way I would operate.
Executives from both companies offered advice on managing portfolios at The Deal Economy Event in New York on Thursday.
TheStreet's Jim Cramer said there will still be a lot of deals in 2017 'no matter what' at The Deal Economy Event on Thursday.
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