Avery Schumer
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How To Play Defense Stocks Under Trump's Administration

President-elect Donald Trump's tweets are causing a firestorm among defense stocks.

First, Trump blasted Boeing Co  over the soaring cost of manufacturing the next-generation Air Force One fleet. The president-elect also targeted Lockheed Martin Corporation  on December 12 over the rising cost of the F-35 program, and then followed up on Thursday with a tweet suggesting the company's F-18 contract could be handed over to Boeing due to the "tremendous cost and cost overruns."

So, how the heck are investors supposed to invest in defensive stocks when a single tweet from Trump results in a selloff?

Doug Ramsey, The Leuthold Group chief investment officer, was a guest on CNBC to answer this pressing question.

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