I'm a huge believe in defense stocks, and I think they are potentially poised to move higher again after we get past the mid-term elections. I think, regardless of the election's outcomes, #RTN, #HII, #NOC, and #LMT are in good position. If the Republicans hold the House, I think you could see a sharp move higher. And if the Democrats win, I think a small "relief rally" could happen since the expectations seem to be that the Democrats will win the house. Either way, fundament

Brutal few days in the market for me, I can't lie. #NVDA was a great sale, but frankly, I should have taken some profits in #SPOT and gotten out of #NFLX when I had a scratch (no gain or loss). Those are the two positions I regret not selling. Otherwise, I'm sitting tight. Today is a good day to not look at your screen. NFLX is still a great company, but I have too many high-flying tech stocks. My relative lack of diversification cost me the past few days. Huntington Ingalls

With the market down on nothing to do with defense policy or news, what better time to get a better cost basis on #HII? In fact, the news cycle points toward more tension in the South China seas. Price: $219 Total weight: 3.2%