Aerospace & Defense Report

Published by: Wall Street Transcript

Published: May. 18, 2009 - 56 Pages

Table of Contents

Aerospace-Defense - 56 pages of exclusive interviews, featuring:

Roundtable Forum - Investing in Aerospace & Defense: Alex P. Hamilton, Jesup & Lamont Securities Corporation; Richard Tortoriello, Standard & Poor's Financial Services LLC

Defense Electronics & Commercial Aerospace: Rick Whittington, JSA Research, Inc.

CEO Interviews (average 2,500 words): Top management from 12 sector firms examine the outlook for their firm and sector. Firms interviewed include: Embraer, Elbit Systems Ltd., Moog Inc., Technest Holdings, Inc., Valley Forge Composite Technologies, Inc., Aerosonic Corporation, America's Emergency Network, Inc., Homeland Security Capital Corporation, ActivIdentity Corporation, AXCESS International Inc., VASCO Data Security International, Inc., Visual Management Systems, Inc.

Topics covered: Quadrennial Defense Review - M&A activity - Aftermarket companies - Outlook for OE companies - Strong backlogs in commercial aerospace - Airbus cancellations - 2010 defense budget - Platform programs - Cash conservation - Production scalebacks - Stock picks - Stocks to worry about

Companies covered: Boeing (BA); Goodrich (GR);United Technologies (UTX); Triumph Group (TGI); HEICO (HEI); Textron (TXT); AAR (AIR); General Dynamics (GD); Spirit AeroSystems (SPR); BE Aerospace (BEAV).

Abstract

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