Ferocious Investor
Long/short equity

Small-Cap Aviation Contractor CPI Aerostructures Is Underfollowed And Unloved

As the word sequestration has entered the business and political lexicon, the jury is still out and opinions are diverse regarding whether sequestration has been largely positive or negative for the country as a whole. Our federal budget is obviously bloated and to use corporate jargon, needs to be rightsized. But across the board cuts is likely the wrong way to achieve this goal compared to targeting ineffective government programs and agencies, waste, and abuse (IRS Star Trek videos for example). One area sequestration has definitely created uncertainty is the defense industry as contracting delays, confusion and widespread uncertainly has brought most small cap defense contractor stocks down significantly from recent highs. There are likely long-term opportunities in this space...

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