How is the arms industry represented in your portfolio?
I'm still watching $LMTstock and starting to seriously consider buying it. I think the company has a great business, the current price is quite low and the P/E is not exorbitant. In addition, Donald Trump has a fairly positive relationship with the sector, and his potential actions could help these companies grow.
Instead of $LMT I would rather choose $RHM.DE, but the pricing there is also high now.