The YouTuber highlights SAIC as an interesting investment, noting it's a contractor for the American military. Despite fears of defense spending cuts under a new government, which caused the stock to drop, its fundamentals show consistent year-over-year growth. The stock is currently trading at an attractive valuation of 11 times earnings, significantly below its historical average.
“Or for example, SAIC, this is a very interesting company that I invested in at the time. It's a contractor for the American army and recently, as there was fear of the new government in the United States cutting defense spending, all these stocks or government contractors had fallen a lot, but if we look at their numbers, they don't stop growing year after year and now it seems that it will be very difficult to apply those cuts. However, the shares have fallen significantly to a valuation of 11 times earnings when this is usually 50-60% higher than the historical average valuation.” — ▶ Guarda clip