Long/short equity, research analyst, biotech, healthcare

Kratos: A Specialist Defense Company With Significant Upside Potential


The world is dangerously unstable. Iran and Korea are developing serious missile and cyber threats, China is emerging as a global military power, Russia is quickly modernizing and rearming its military, terrorist threats abroad and at home are only growing larger, and cyber warfare has become a central theme in the past decade. Although the U.S. Government is facing unprecedented economic challenges, President Obama has made cyber warfare and intelligence systems a priority in his proposed budget for Fiscal Year 2014. As a result, defense companies developing cutting-edge cyber security programs and platforms will likely outperform their peers within the industry due to the broad-based cuts coming to the sector via sequestration. I believe Kratos Defense & Security Solutions,...

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