Aug. 27 at 7:22 AM
$UI $WEC $ESLT $EME $RPRX Ubiquiti benefits from networking-equipment demand, WEC Energy provides regulated utility exposure, Elbit Systems benefits from defense spending, EMCOR benefits from electrical and mechanical construction demand, and Royalty Pharma benefits from pharmaceutical royalty streams. I'm watching networking demand, utility regulation, defense contracts, construction backlogs, and drug sales.