As the candidates talk up their national security plans in this presidential election year, defense stocks are responding accordingly, per conventional wisdom: So far this year, the largest U.S. defense primes are outperforming the S&P 500. But how sustainable are the candidates’ ideas?  Sen. Marco Rubio (R-Fla.) unveiled his plan last November, and Sen. Ted Cruz (R-Texas) disclosed his in February before the South Carolina primary. Both appear to be extremely bullish on ...

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