Even after the historic meeting between President Trump and North Korea leader Kim Jong Un, one market pro isn't selling his defense stocks like Raytheon (RTN) and Lockheed Martin (LMT) .

Tensions in the region still remain high, according to Stephen Guilfoyle, a Real Money contributor. 

Guilfoyle is also long on General Dynamics (GD) .

Want exclusive investing insight from Jim Cramer? Get 24/7 access to Jim's charitable trust portfolio with a free trial to Action Alerts PLUS!

More from Video

What You Need to Know About Your 401k in a Volatile Market

What You Need to Know About Your 401k in a Volatile Market

Market Movers: Tech Earnings

Market Movers: Tech Earnings

The 2020 Mustang Shelby GT500 Is the Most Powerful Street-Legal Mustang Ever

The 2020 Mustang Shelby GT500 Is the Most Powerful Street-Legal Mustang Ever

In Case you Missed it: Bank Earnings Powered Stocks, Netflix's Big Report Card

In Case you Missed it: Bank Earnings Powered Stocks, Netflix's Big Report Card

How Automated Investing Is Changing the Investing Landscape

How Automated Investing Is Changing the Investing Landscape