Dan Russo, CMT, chief market strategist at Chaikin Analytics, is taking a bullish stance on aerospace and defense despite Boeing’s worst quarterly loss in history. He analyzes other stocks within the industry, and highlights the current opportunity in two manufacturing companies, Hexcel and Arconic. In this interview with Jake Merl, Dan breaks down the 20-factor Chaikin model and reviews why these two stocks look poised to outperform. Filmed on July 26, 2019.