"We think that there’s a little bit of profit taking [with General Dynamics], maybe some of the momentum guys that are coming out of this name a little bit. But we think you want to have a position in your portfolio in the defense sector. It’s the name we like best in that area," – Charles White

“We think that there’s a little bit of profit taking [with General Dynamics], maybe some of the momentum guys that are coming out of this name a little bit. But we think you want to have a position in your portfolio in the defense sector. It’s the name we like best in that area,” – Charles White