We go back to basics in this episode on the U.S. defense sector. We discuss the history of the industry, what investors need to know about the current climate, best stocks to invest in and why. Stocks mentioned: Boeing (BA), Northrop Grumman (NAC), Raytheon (RTN), General Dynamics (GD), Leidos (LDOS), CACI International (CACI), ManTech (MANT), Booz Allen Hamilton (BAH).