Depends whether there good value really, doesnt it? My best call in this area was years and years ago recommending a little start up, called metalstorm. I figured the yanks would go nuts over something that could fire a million bullets a minute, and they did-i dont know that they have much in the way of contrats etc so far, but they've been testing and improving it for some time. May be worth a look still.
Dont trade equities but i was interested in military equipment many years ago Raytheon (not even sure they listed) make missiles and their most famous product is teh venerable hellfire Missile. WOuldnt be a bad bet if u go to another war