Traveling back from a conference in Florida this week, the TSA line promoted a company involved in "zero-trust" cybersecurity. Once on the plane, I was seated near a government official preparing a presentation on irregular warfare and failures in U.S.-Iran policy. It got me thinking: what innovative technology companies are serving the U.S. government that actually also meet my typical battery of equity screening tests of growth, momentum, preferably combined with valuations a little lower than the jet I was flying in? The S & P 500 has a 5-year revenue compound annual growth rate of about 6% and an EPS CAGR of 8%, so I set both as a floor. It's hard to claim a stock has "momentum" if it is trading below the 50-day moving average, or the 200-day, for that matter, so stocks failing that te
Mike Khouw found a defense technology stock with strong momentum not named Palantir
CNBC Investing1 hrs ago
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