Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

DigitalGlobe Hopes A Near-Monopoly In Satellite Imaging Pays Off

"Up here in space, I'm looking down on you; My lasers trace everything you do." Judas Priest, "Electric Eye"

The jury is still out as to whether or not DigitalGlobe (NYSE:DGI) can build a strong business in satellite imaging outside of government defense and intelligence contracts. The integration of the company's merger with GeoEye already appears ahead of schedule, and not unlike the merger that created Sirius XM Radio (NASDAQ:SIRI), I expect the combined entity to be stronger and more profitable than either of its constituent parts would be on their own. Even so, getting companies in industries like oil/gas, mining, and agriculture is going to be the factor in whether investors' solid enthusiasm for...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
Money back guarantee. Seeking Alpha PRO members receive a no-questions-asked refund for membership on months paid and not used. Details