The following video is part of our "Motley Fool Conversations" series, in which Andrew Tonner, technology editor and analyst, and Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, Andrew and Brendan discuss Lockheed Martin. Despite looming defense cuts, it and its peers can still handsomely reward the patient investor.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.