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Josh Brown: explosive bull market in defense & aerospace

He breaks it down

Looking for a stealth bull market? Josh Brown says look no further than defense and aerospace stocks.


He points to a global rise in defense spending as a reason for the recent run. "It's a great sector, stocks are breaking out with little resistance," he urged on CNBC's ""Halftime Report."

Regardless of whoever our next President may be, Brown expects the sector to continue to roll higher.

According to Brown, Raytheon, Honeywell, and Lockheed Martin are the best charts in the market right now. "Relentless push toward all-time record highs and no one ever talks about them."


—By CNBC Producer Bree Kelly. Follow her on Twitter @Bree_Kelly

Trader disclosure: On May 17, 2016, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders:

JOSH BROWN: Long AAPL, BABA, CORE, DE, DNKN, GE, LNKD, SAM, SHAK, TWTR, XLE

STEPHANIE LINK: Long AAPL, AGN, AMZN, APC, AVGO, BAC, CAT, CB, CCL, CMA, COST, CRM, CSCO, CVX, DAL, DOW, EBAY, ESRX, GOOG, GOOGL, GS, HON, JPM, LEA, LOW, LPX, LRCX, LULU, MCD, MGM, MSFT, PF, PG, PH, PM, PPG, RTN, SLB, STI, SWK, SYF, UNH, UPS, URI, V, WBA, WBC, WFC, WHR,

PETE NAJARIAN: Long AAPL, BAC, BMY, CSCO, DIS, DISCA, GE, GS, KMI, KMI.A, KO, LUX, MRK, PEP, PFE, SAVE, VIAB, ZIOP Long Calls: AAL, AGN, AKS, AMJ, COP, EGO, EWZ, GS, HAL, HAIN, HBAN, KATE, KBH, KMI, LLY, MSFT, MT, MYL, NOK, NLNK, SBUX, SLV, SVU, TCK, TEX, UAL, YHOO Long Puts: FCX, NOV, PBR, TGT, VLO

JOE TERRANOVA: Long AMG, BLK, DPZ, FB, GS, IWM, ORCL, SCHW, VIRT, VRTS