Vacations are fun, once you get to your destination. However, the airport continues to be a major source of stress, especially with eight kids in tow .
In fact, due to a giant line up at security, we nearly missed our first flight. Technically, we did miss it, but since everyone else was also caught in security, the plane was held for us and others. We arrived three hours before our flight, and spent most of it in line. So, while I was standing in line, I cursed the terrorists and general bad guys of the world that resulted in these big lines at security. Of course, I doubt that terrorism is going to go away any time soon, so, being a ‘stock guy’ I decided to investigate a few ‘security’ companies that hope to protect the world from increasing the world’s safety. If the bad guys are going to make me waste three hours in a line up, the least we can do is try to profit from this somehow.
It is very sad, but telling, that every single one of these security stocks is up big this year. Perhaps a sign of the times. But for investors, if one can feel good about helping to protect the world and make money by doing so, then why not? Peter Hodson, CFA, is Founder and Head of Research of 5i Research Inc., an independent research network providing conflict-free advice to individual investors .
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