Pres. Obama's Afghanistan Exit Plan May Boost Some Defensive Stocks - CNBC

In the wake of President Obama's plan to send about 30,000 more troops to Afghanistan in accelerated deployment, the question puzzling CNBC is...who will benefit?

An analyst at Jeffries and Co. believes that:

• Northrop Grumman (NYSE: NOC);
  
  
• Boeing (NYSE: BA);
  
  
• General Dynamic (NYSE: GD); and
  
  
• Lockheed Martin (NYSE: LMT)

will all see a pop. He commented that the boost would come mainly from spending for the increased training of the Afghanistan army.

An analyst from Jesup and Lamont believed that the true winners would be:

• ManTech International (NASDAQ: MANT);
  
  
• NCI (NASDAQ: NCIT);
  
  
• SAIC (NYSE: SAI); and
  
  
• CACI International (NYSE: CAI)

will all see some upside.

The analyst's believed that, although its an exit strategy, the timeline wasn't that clear.

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