Dog Whistle

Sometimes you hear something randomly that really gets your attention and sparks an ah-ha moment.

As I continue on this defense stock rift; Obama's speech in Turkey stood out to me.  He said that the war on ISIL and extremism isn't a traditional war.  He then referred to them as smart and crafty.  Some of the emerging details from these attacks really back that up.

What I gather is we need to think about not just defense but focus on defense tech stocks.  Tracking, satellites, things like that.  I'm sure there are plenty of not so obvious ideas.  Maybe there is a cyber security corporation with a key lesser known technology.

Globally, governments really need to step up their investments in tracking.  demand for those products are going to likely increase as war and conflict develops.  

So how do we find the not so obvious defense tech plays?  Get creative, be aggressive and don't be afraid to do some work.

Trade 'em well!