Big Call Screening: RTX, RWE, Republic Services, Hannover Re

Defense stocks remain interesting not only due to record-high U.S. defense budgets and increasing NATO budgets. As the Middle East conflict is expected to continue dragging on, heavyweight stocks like our model portfolio value RTX (RTX) should particularly benefit from billion-dollar U.S. contracts related to declining ammunition stocks of the U.S. Armed Forces. Our model portfolio stock RWE is currently in a promising condition and is on the verge of breaking out to a new annual high. Given the continuing increase in energy demand from AI data...