Jeh Johnson

We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.

We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.

We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.