Raytheon

Long War: Sec. Def. Gates is adding a stateside USMC combat battalion to the Battle of Kandahar. It is going to reinforce the ring road around the besieged city. Adding these troops violates the 30,000 troop surge level. But don't worry, says Gates, he will reduce total US troop levels a few years down the road. There is a peaceful valley awaiting in the year 2014. Right now there is a big war that needs more troops.
Collectively American voters nod in agreement and say: "Okay, we believe you Team Obama. More war now for the vague promise of less war later. We will continue to suck up this nonsense as long as the economy is improving."
Long War success hinges on strong US economic growth. Pres. Obama, unlike other liberals, knows that only free market policies can grow the US economy. When he pushes big social programs the President says to himself, "This will hurt the economy to some degree but it will help the poor."
You can see how the Long War forces him to the right on economic issues. For instance, he is trying to open US highways to Mexican truckers. This move is dictated by the NAFTA treaty. So the Pres. is strengthening NAFTA and free trade.

Cold War II: There is a reason why China came out with its carrier-killer missile before its first carrier. All levels of warfare are becoming dependent on missiles. Consider China's stealth fighter prototype. If the US knew what composite material it was made of and the thermal profile of its engines, then US fighters could shoot down the new fighter with custom designed missiles. Just last week, France surprised everybody by placing a big missile order with EADS. Iran has been placing thousands of high quality missiles in the hands of Hezbollah in the last few months. Missile expansion is part of a 60 year old trend but it is picking up pace.
A missile development race spells good news to anti-missile manufacturers, primarily Raytheon. Also, China is ahead of the US in cyber-warfare technology. Raytheon is investing heavily in cyber-warfare and already sells a good line of encryption software.