Long-term investors know that investment is not about "timing the market" but "time in the market". Yet as the coronavirus wreaks its havoc on economies, it is understandable that while looking for value plays investors will want to balance more risky investments with defensive investments. The Defense sector is one area of the stock market where investors can take shelter. The defense sector is relatively insulated compared to most sectors from the impact of this pandemic as revenues are typically underpinned by long-term contracts procured by governments.
The Global Investor likes Ultra Electronics (UEHPF