Matthew Potter's Comments Matthew Potter's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/394338/comments Defense Industrials Close Out Mixed In 2012 And Prepare For Upcoming Challenges http://seekingalpha.com/article/1144431/comments?source=feed#comment-14411781 14411781 Thu, 31 Jan 2013 13:20:19 -0500 With defense budgets being slashed around the world, the collapse of the BAE's $45B merger with EADS will put the focus on possible deals between tier-two firms such as Rockwell Collins (COL), L-3 Communications (LLL), SAIC (SAI) and Harris (HRS), industry execs and bankers tell Reuters. Much could depend on whether Congress averts the automatic defense cuts that are due from Jan 1. http://seekingalpha.com/currents/post/581391?source=feed#comment-11408931 11408931 XLS) should be a tempting target as well. It is the former ITT Defense and is $5-6 billion in size.]]> Fri, 09 Nov 2012 07:21:13 -0500 XLS) should be a tempting target as well. It is the former ITT Defense and is $5-6 billion in size.]]> Understanding Carl Icahn's Oshkosh Strategy http://seekingalpha.com/article/920281/comments?source=feed#comment-11307971 11307971
Of course if they win the JLTV contract they will have $10 billion or more in sales over the next 20 years.]]> Tue, 06 Nov 2012 23:24:00 -0500
Of course if they win the JLTV contract they will have $10 billion or more in sales over the next 20 years.]]> Smaller Defense Contractors Are Seeing Mixed Results http://seekingalpha.com/article/982101/comments?source=feed#comment-11283671 11283671 Tue, 06 Nov 2012 10:56:20 -0500 Honeywell: Strong Third Quarter On Cost Control, But Little Inspiring Outlook http://seekingalpha.com/article/936801/comments?source=feed#comment-10754021 10754021 Sun, 21 Oct 2012 18:41:01 -0400 ITT Exelis Heralding Defense M&A Activity? http://seekingalpha.com/article/586941/comments?source=feed#comment-10653511 10653511 SAI) splitting themselves for example and BAE Systems trying the EADS route and then selling off a part. This might accelerate as sequestration gets closer.]]> Thu, 18 Oct 2012 09:18:15 -0400 SAI) splitting themselves for example and BAE Systems trying the EADS route and then selling off a part. This might accelerate as sequestration gets closer.]]> Lockheed Martin And Oshkosh Stand To Gain As Pentagon Takes Next Step In Humvee Replacement http://seekingalpha.com/article/832401/comments?source=feed#comment-8904631 8904631 Wed, 29 Aug 2012 12:59:27 -0400 Lockheed Martin And Oshkosh Stand To Gain As Pentagon Takes Next Step In Humvee Replacement http://seekingalpha.com/article/832401/comments?source=feed#comment-8852991 8852991 Tue, 28 Aug 2012 10:58:09 -0400 Lockheed Martin And Oshkosh Stand To Gain As Pentagon Takes Next Step In Humvee Replacement http://seekingalpha.com/article/832401/comments?source=feed#comment-8850851 8850851 Tue, 28 Aug 2012 10:17:25 -0400 SAIC Continues To Expand Its Healthcare IT Business http://seekingalpha.com/article/739321/comments?source=feed#comment-8199281 8199281 Wed, 08 Aug 2012 08:05:00 -0400 Military Contracts Pushed Oshkosh Over A Rough Patch http://seekingalpha.com/article/762461/comments?source=feed#comment-7955221 7955221 Tue, 31 Jul 2012 13:30:30 -0400 SAIC Continues To Expand Its Healthcare IT Business http://seekingalpha.com/article/739321/comments?source=feed#comment-7666851 7666851 Mon, 23 Jul 2012 11:45:37 -0400 Congressional Budget Calls For Delay In Buying The Joint Strike Fighter; Sell Lockheed Martin http://seekingalpha.com/article/717171/comments?source=feed#comment-7310221 7310221
GD is not part of LMT and still produces the F-16. Martin Marietta merged with Lockheed in the 90's and McDonnell Douglas became part of Boeing.]]> Thu, 12 Jul 2012 09:41:53 -0400
GD is not part of LMT and still produces the F-16. Martin Marietta merged with Lockheed in the 90's and McDonnell Douglas became part of Boeing.]]> Congressional Budget Calls For Delay In Buying The Joint Strike Fighter; Sell Lockheed Martin http://seekingalpha.com/article/717171/comments?source=feed#comment-7308721 7308721
Lockheed may see the revenue if the final quantity of F-35 are purchased. There has been no cut yet to the acquisition objective just pushing the quantities out past the current budget. This means they will still have to be bought in the 2019-2026 timeframe.]]> Thu, 12 Jul 2012 09:12:01 -0400
Lockheed may see the revenue if the final quantity of F-35 are purchased. There has been no cut yet to the acquisition objective just pushing the quantities out past the current budget. This means they will still have to be bought in the 2019-2026 timeframe.]]> Will Airbus's Move To Alabama Help Spirit Aerosystems (SPR)? http://seekingalpha.com/article/710781/comments?source=feed#comment-7229981 7229981 Tue, 10 Jul 2012 08:53:00 -0400 ITT Exelis Heralding Defense M&A Activity? http://seekingalpha.com/article/586941/comments?source=feed#comment-5648261 5648261 Mon, 21 May 2012 09:46:43 -0400 ITT Exelis Heralding Defense M&A Activity? http://seekingalpha.com/article/586941/comments?source=feed#comment-5429311 5429311 Mon, 14 May 2012 16:50:27 -0400 Trends Expected To Continue With Defense Stocks http://seekingalpha.com/article/518901/comments?source=feed#comment-4716251 4716251
I don't think "war and fear mongering" are the main lobbying tactics used by defense contractors. They normally stress "jobs and investment".

The U.S. does also face some threats and needs a military. The question since the end of Vietnam War has always been what size and what cost.]]> Tue, 24 Apr 2012 07:26:20 -0400
I don't think "war and fear mongering" are the main lobbying tactics used by defense contractors. They normally stress "jobs and investment".

The U.S. does also face some threats and needs a military. The question since the end of Vietnam War has always been what size and what cost.]]> Trends Expected To Continue With Defense Stocks http://seekingalpha.com/article/518901/comments?source=feed#comment-4701121 4701121 Mon, 23 Apr 2012 16:15:47 -0400 Will Northrop Grumman Break The Trend? http://seekingalpha.com/article/482561/comments?source=feed#comment-4222371 4222371 Sat, 07 Apr 2012 09:25:53 -0400 Boeing's Military Programs Looking Up? http://seekingalpha.com/article/475471/comments?source=feed#comment-4105531 4105531
Boeing has its commercial business and had a good 1st quarter of sales. That may bouy the stock price this year.]]> Tue, 03 Apr 2012 14:11:06 -0400
Boeing has its commercial business and had a good 1st quarter of sales. That may bouy the stock price this year.]]> Boeing Facing A Tough Time? http://seekingalpha.com/article/428341/comments?source=feed#comment-3411081 3411081 Mon, 12 Mar 2012 16:56:35 -0400 Is NASA Contractor Orbital Sciences Set To Take Off In 2012? http://seekingalpha.com/article/395711/comments?source=feed#comment-3005531 3005531 Tue, 28 Feb 2012 13:57:17 -0500 Is NASA Contractor Orbital Sciences Set To Take Off In 2012? http://seekingalpha.com/article/395711/comments?source=feed#comment-2995711 2995711 Tue, 28 Feb 2012 10:29:00 -0500 Defense Industrials Are Becoming Only Dividend Plays http://seekingalpha.com/article/378601/comments?source=feed#comment-2798241 2798241 Tue, 21 Feb 2012 09:59:54 -0500 Oshkosh Takes A Blow From Planned Defense Budget http://seekingalpha.com/article/367811/comments?source=feed#comment-2675161 2675161 Wed, 15 Feb 2012 17:08:17 -0500 BlackRock's Best Performing Buys: 2 Potential Longs, 1 To Avoid http://seekingalpha.com/article/347231/comments?source=feed#comment-2454651 2454651
Disclosure: I am long MRO.]]> Tue, 07 Feb 2012 15:24:55 -0500
Disclosure: I am long MRO.]]> Alliant Techsystems Making Changes For New World Of Defense Contracting http://seekingalpha.com/article/340901/comments?source=feed#comment-2414331 2414331 Mon, 06 Feb 2012 10:11:46 -0500 Lockheed And Raytheon Post Mixed Results http://seekingalpha.com/article/322682/comments?source=feed#comment-2210004 2210004 Fri, 27 Jan 2012 20:54:09 -0500 Northrop Grumman Facing Cut To Large Unmanned Aerial Vehicle (UAV) Program? http://seekingalpha.com/instablog/394338-matthew-potter/257163-northrop-grumman-facing-cut-to-large-unmanned-aerial-vehicle-uav-program?source=feed#comment-2206347 2206347 Thu, 26 Jan 2012 14:57:11 -0500