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June 2, 2008
JLTV Program has many red flags
Analysis of: 'Tis the Season for JLTVs | www.fool.com
Author: GLG Expert Contributor
Analysis of: 'Tis the Season for JLTVs | www.fool.com
Author: GLG Expert Contributor
1. The JLTV program is facing many red flags that are largely being ignored 2. DoD has set unrealistic cost expectations given the current set of requirements 3. Major requirement changes are likely forthcoming with the change in Administration.
December 7, 2007
Moving Into International Markets
Analysis of: Arms Reach | www.worth.com
Author: GLG Expert Contributor
Analysis of: Arms Reach | www.worth.com
Author: GLG Expert Contributor
1. US defense firms will need to hedge against a potential downturn in US defense spending 2. International markets have been historically difficult for US firms to address 3. US firms interest in international markets are growing, biut European firms are off to a significant head start.
July 19, 2007
Boeing's Role in Defense
Analysis of: Boeing earnings 12% above expectations | www.bloggingstocks.com
Author: GLG Expert Contributor
Analysis of: Boeing earnings 12% above expectations | www.bloggingstocks.com
Author: GLG Expert Contributor
1. While Boeing is a key defense leader they have had numerous problems with high profile programs like missile defense, FCS and JTRS. 2. The largetst Boeing contracts are as a lead systems integrator, a role that offers high margsins, but is fading in support from both Congress and the DoD. 3. With...
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