$Lockheed Martin(LMT)$ in the defense sector. It is benefiting from increased US military spending and NATO contracts.
$Exxon Mobil(XOM)$ is riding the energy boom. Exxon has a great dividend yield of 3.5% and is well positioned for long term value as oil demand stabilises.
$JPMorgan Chase(JPM)$ is benefiting from higher interest rates and strong loan growth. It trades at a modest P/E ratio of 10 to 12 with consistent dividend increases. JPMorgan is seen as a fortress bank with diversified revenue streams.
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