Rodney Scott 0.3 3 ideas

Commissioner, U.S. Customs and Border Protection (CBP)
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CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
GD LMT TXT CNBC Feb 12, 18:25
Commissioner, U.S. Customs...
Rodney Scott (Commissioner, U.S. Customs and Border Protection (CBP)) | 3 trade ideas tracked | LMT, GD, TXT | YouTube | Buzzberg