Ceradyne: Tremendous Growth with Major Risks [View article]
Agree. But looking at the concentrated revenue risk from a different point of view. As long as we have enemies and the risk of a terrorist attack looms. There will be no major cutbacks on defense spending. McCain winning will give this stock a bump while Obama winning will keep this stock flat. We can alway pass $700B bills in the event we get attacked and need to raise military spending.
Ceradyne: Tremendous Growth with Major Risks [View article]