DC Capital
Long/short equity, special situations, event-driven, arbitrage

Keyw Holding Corp: Attractive Fundamentals, 11.3% Expected Industry Growth, Shares Discounted By 40%

Last June, I published an article providing coverage on Keyw Holdings Corporation (NASDAQ:KEYW). The combination of strong fundamentals and attractive valuation at the time easily justified a strong buy recommendation. Since the previous article, its common shares have appreciated over 20%, and for investors quick to the gun, it has been a rewarding nine month play. KEYW's business model contains the elements necessary to sustain a favorable return on equity in the long-run, and if it continues to leverage its expertise to gain an edge above its peers, KEYW will be able to capitalize on plenty of the near-term growth opportunities that establish a demand within the cyber-security market.

Additionally, KEYW's financial position has improved significantly, particularly in...

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