Strong tailwinds for this sector. Due to on-going war’s US inventory is depleted and has to be restocked. So you have multi-year tailwind. Boeing is 15% and is down 35% YTD. Any stabilization in BA will be further tailwind. US may go bankrupt, hungry but we will still be spending money on defense. This is not a political statement, but to give an idea how strong the demand is. So, a solid long-term play to pick up in volatile times.
You only have monthly options and I have done covered calls even when it was flat and trading in a range to get 10% return.
