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Posts related to ‘Defense’

Why Relational Is Going After L-3 (LLL)

Posted: June 22, 2011 at 12:00 pm

Relational is going after L-3 Communications Holdings, Inc. (NYSE: LLL).  From May 25 to June 16, Relational Investors and its affiliates have acquired enough stock to become the company's top ...
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Honeywell Expands Communications Platform With EMS Tech Acquisition (HON, ELMG)

Posted: June 13, 2011 at 8:15 am

Honeywell International Inc. (NYSE: HON) is expanding its capabilities in rugged mobile computing and satellite communications this morning.  The conglomerate has just announced its plans to acquire EMS Technologies, Inc. ...
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Playing Defensive With Industrial and Defense Dividend Players (LMT, EMR, GD, MMM, HON)

Posted: June 8, 2011 at 7:45 am

When economic softness spooks high-flying stocks, solid companies with good histories, solid return on equity, and above average dividends are a handy remedy.  We screened five companies in the industrial ...
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Companies Profiting From Crime & Punishment (BCO, MOC, CXW, GEO, SWHC, RGR, TASR)

Posted: May 24, 2011 at 12:19 pm

America's prisons are full, we have a serious border issue, and many cities are not really seeing the improvements in crime rates that was seen in many reports.  24/7 Wall ...
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Dividend Watch: Textron Fails Dividend Test of Conglomerates (TXT, GE, UTX, MMM)

Posted: April 27, 2011 at 11:16 am

Textron Inc. (NYSE: TXT) is one of those companies that is categorized as a conglomerate by most financial analysis sector groupings.  It is not quite diversified enough by our count ...
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The Daily Dividend: Money Made From Libya’s No-Fly Zone (RTN, LMT, BA, NOC, ATK)

Posted: March 21, 2011 at 11:01 am

It's time for "The Daily Dividend" at 11:00 AM and today's coverage is a bit different.  War is an awful thing to cover, particularly when you are talking about investing in ...
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U.S. Defense Cuts Present A Huge Opportunity For The Chinese

Posted: January 19, 2011 at 12:54 pm

Defense Secretary Robert Gates won kudos earlier this month when he announced plans to slash $78 billion over 5 years from the Pentagon's budget and cut the size of the ...
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Boeing’s 787 Dreamliner Faces 9th Delay (BA, EADSY)

Posted: January 18, 2011 at 11:06 am

When Boeing Co. (NYSE: BA) announces a delay for its long-awaited 787 Dreamliner, most of us check the date on the announcement to make sure we're not reading a press ...
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ITT Follows Tyco & Fortune, The Great Break-Up (ITT, FO, TYC, TEL)

Posted: January 12, 2011 at 9:46 am

ITT Corporation (NYSE: ITT) after the same strategy recently announced by Fortune Brands Inc. (NYSE: FO) and what Tyco International Ltd. (NYSE: TYC) did in 2007.  The company is splitting ...
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US Military Tanker Bids Nearing Completion? (EADSY, BA)

Posted: December 17, 2010 at 10:35 am

A process begun in 2000 might be coming to a close. European aircraft maker EADS (OTC: EADSY), builders of the Airbus planes, is readying its final bid to build a ...
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Uncle Sam and the Deficit Manifesto

Posted: December 1, 2010 at 10:03 am

It was back in January, nearly a year ago, after the Congressional Budget Office released its 2010 budget when we called for the U.S. to adopt a Deficit Manifesto.  This ...
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Korean-American ADR/ETFs React Sharply on New Military Skirmish (EWY, KF, KEF, PKX, KEP, SKM, ATK, RTN, LMT, SKOR)

Posted: November 23, 2010 at 10:30 am

War and the fear of war create uncertainty for financial markets.  If there is one place in the world that you can count on uncertainty rising from throughout the years ...
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New Airline Security Rules: Govt or Industry to Pay? (DAL, LCC, AMR, UAL, LUV, JBLU, FDX, UPS)

Posted: November 2, 2010 at 9:51 am

The airline industry has recovered solidly from a string of losing quarters, but it now faces another issue brought on by the discovery last week of an explosive device in ...
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Lockheed Martin To Keep Buying Its Own Stock (LMT)

Posted: October 25, 2010 at 8:28 am

Lockheed Martin Corporation (NYSE: LMT) is going to retire more stock.  The defense giant announced this morning that it has approved a new share repurchase program that will allow the ...
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A Very Contrarian Defense Case (RTN, LMT, GD, NOC)

Posted: August 12, 2010 at 10:58 am

The defense sector has been under pressure as the future military spending is moving away from the giant expense items.  This week's news was that $100 billion is the target ...
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