Spinning of capital-intense businesses such as shipbuilding a few years back makes Northrop nimbler than ever before. To that end, management has been pushing a reorganization plan, which will likely end with additional lower-margin units being sold off. CEO Wes Bush is prioritizing profitability over top-line numbers, a focus shift that should become increasingly important if government spending tracks lower and Northrop's expenses have fewer places to get spread across. Despite the politicking that's happening on the national stage right now, the need for high-tech defense capabilities remains elevated, and that means that Northrop's mission-critical products (particularly UAVs, manned aircraft and cybersecurity services) should continue to win contract dollars and help to offset future revenue drop-offs from divestitures. Micron Technology FindTheCompany | Graphiq Micron Technology ( MU ) is enjoying an impressive run in 2016.