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Seven experts select their best ideas among aerospace and naval contractors, drones, building security, biological threats and cybersecurity.
Macy's reports this morning. Here are some trade ideas on retailers as they enter this sweet spot.
Peter Navarro, a fellow White House economic adviser, protectionist in nature, won this round on policy.
Trump's foreign policy philosophy is grounded in economics -- and that extends to wars, as well.
Banks, housing, biotechs, gold and other topics will carry over into 2016.
The most immediate winners of this year's federal budget decisions will be government contractors.
If they're going to spend the money anyway, might as well capitalize.
They have reflected the economy's underperformance recently.
Bigger defense budget would mean more money to spread around.
A few in the group are better positioned to withstand rate hikes.
Investors doubt reducing military and increasing infrastructure spending will happen.
Our look at the final four brings up education, networking, energy and consulting.
These solid growth names are just getting Wall Street's attention -- just as Investing O'Shaughnessy has prescribed.