Defense firms could see billions of dollars from arrangements made in India, but guarding their proprietary technology takes center stage before any deals are inked.
For me, exposure to defense means owning Lockheed Martin, Raytheon and Kratos Defense.
Jim Cramer is bullish on Lockheed Martin, Raytheon, Activision Blizzard, and International Flavors and Fragrances.
Jim Cramer says this not the end of the world for Apple and the FANG stocks. It's the start of a rotation, and smart investors need to know how to use it as a buying opportunity.