Showing posts with label defense. Show all posts
Showing posts with label defense. Show all posts
Friday, October 11, 2013

The Haiku of Finance for 10/11/13

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Raytheon winner Missile defense radar bid Destroyer contract
Sunday, September 01, 2013

API Technologies Corporation (ATNY) Not For Me

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API Technologies Corporation ( ATNY ) offers a complex line of electronic components and systems to government customers in the NATO count...
Saturday, August 04, 2012

The Haiku of Finance for 08/04/12

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Peak defense bubble Uncle Sam can't afford it Budget cuts will come

You Can't See An Asset Bubble From The Inside

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I can attribute some of my portfolio's success to the avoidance of asset bubbles.  If I had been invested in any of the crazes that hi...
Monday, July 16, 2012

Financial Sarcasm Roundup for 07/16/12

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It's Monday.  That means it's time to bust out of your workday boredom and pay attention to my bitterness. Federal prosecutors ar...
Thursday, May 03, 2012

Carlyle Group (CG) IPO Disappoints Market

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The Carlyle Group ( CG ) has returned a stunning performance for its founders and private investors since the 1990s.  Its performance toda...
Sunday, April 22, 2012

Machinist Union Strike Bodes Poorly For Lockheed

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The machinist union at Lockheed Martin has voted to strike.  The company's offer to line out the defined benefit pension for new hires...
Tuesday, April 10, 2012

The Haiku of Finance for 04/10/12

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New rare earth report Disregards global supply Unknown risk is high
Friday, April 06, 2012

Defense Contractors At Risk From Pension Obligations

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Moody's is saying that America's leading defense contractors are at risk from underfunded pension plans.   There is little comfort ...
Sunday, April 01, 2012

Intellicheck Mobilisa (IDN) Shows Its Identification

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I've been following Intellicheck Mobilisa (IDN) for about two years.  They have some intriguing technology and  I'd like to see the...
Monday, March 26, 2012

Alfidi Capital Lessons From TREM12

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My more inquisitive readers may know that I was invited to be an expert panelist at the IAGS Technology and Rare Earth Metals Center ...
Monday, December 19, 2011

Valdor Technology (VTIFF) Shoots For Fiber Optic Niche

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Fiber optic aficionados like the folks at Valdor Technology ( VTIFF ) are fond of well-crafted engineering solutions.  I don't doubt t...
Friday, September 30, 2011

Huntington Ingalls Scores Nuke Revenue

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Here's a story about a government contractor that caught my eye.  Huntington Ingalls Industries (HII), which spun off from Northrop Gr...
Sunday, August 14, 2011

The Limerick of Finance for 08/14/11

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With big defense cuts on the way Politicians will have lots to say Some cheaper program Launched by old Uncle Sam Is enough to keep rogu...
Monday, June 27, 2011

The Haiku of Finance for 06/27/11

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Defense cuts looming Still want to buy defense stocks? Think dual-use tech
Sunday, March 20, 2011

Tomahawk Strike On Libya Great News For Raytheon

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Whoever said war is bad for business never worked for a defense contractor.  The international community has begun launching strikes on Mua...
Friday, March 11, 2011

The Haiku of Finance for 03/11/11

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Pentagon accounts Impervious to audits Spending in stealth mode
Saturday, February 12, 2011

China Prepares Tough Hurdles For Mergers

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China wants to have its cake and eat it too.  In a throwback to imperial China's historical insistence that foreigners kowtow and pay t...
Monday, January 31, 2011

Normalizing Container Shippers

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Last year brought plenty of newbuild orders for big hulls from big shippers.  Those newbuilds are now tapering off, with orders expected to...
Sunday, November 07, 2010

Pentagon's Plan For Rare Earth Shortages

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The U.S. Department of Defense is preparing to release a study of rare earth metals and their importance to national security. This study ...