Elen11/iStock via Getty Images Introduction I have to say, although I have seen some negative outliers, I'm very happy with the way things are going so far in this earnings season. One reason is the turnaround of the defense sector, a sector that enjoys a weighting of roughly 20% in my dividend growth portfolio. As most of my readers will know, I started to aggressively buy defense contractors when the pandemic started to fade, as I liked the mix of anti-cyclical demand, innovation-driven growth, and co ...