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Latest | Highest ratedVSE Corp.: Quite Attractive at Current Price [View article]
Their capex does exceed depreciation expense indicating that they are growing. For the first half of 2008, net income was 8.4M, depreciation expense was 2.3M and capex was 3.7M, leading to owner earnings of 7M. So, yes, they appear to have a level of capex consistent with a growth trajectory. Just when that will level out and they become a mature company is hard to say. I don't think it's going to be anytime soon since they have a lot of growth potential. We will begin to suspect they are reaching a mature phase when capex and depreciation expense are close to being equal.
VSE Corporation: Another Look at Valuation [View article]
This earlier article of mine will at least partially answer your questions.
seekingalpha.com/artic...
16 Stocks That Are Paying My College Tuition [View article]
Here are some thoughts I posted recently on an entry point for VSEC.
seekingalpha.com/artic...
American Science and Engineering: The Iranian Nuclear Threat [View article]
I find your comment puzzling. As I am sure you are aware, Seeking Alpha has a category of articles under the rubric of "Long Ideas" in which authors set forth their investment thesis for a particular stock.
Robert Blumenthal