| 01.26.2018 |
NOC
|
NOC 4Q17 - Pension and Tax upside
|
Global Aerospace & Defense |
Buy |
|
| 01.25.2018 |
NOC
|
NOC 4Q17 - Underlying beat and strong 2018 guidance
|
Global Aerospace & Defense |
Buy |
|
| 01.24.2018 |
BAH
|
Fed IT - 4Q17 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 01.05.2018 |
SAF-FR
|
Global A&D - 2018 Oracle
|
Global Aerospace & Defense |
N/A |
|
| 01.03.2018 |
NOC
|
Airline Scorecard - December 2017 - 11th Inning home run
|
Global Aerospace & Defense |
N/A |
|
| 12.14.2017 |
BAH
|
Global A&D - Ascend on Aero - Metrics keep improving
|
Global Aerospace & Defense |
N/A |
|
| 12.11.2017 |
BA-GB
|
DEFCON - Beltway Bandits Tour, 2017
|
Global Aerospace & Defense |
N/A |
|
| 12.08.2017 |
SAIC
|
SAIC FY3Q18 - Upgrade to Buy - You go and do something like this...and totally redeem yourself!
|
Global Aerospace & Defense |
Buy |
|
| 11.27.2017 |
LDOS
|
LDOS - $10bn VA contract in the crosshairs
|
Global Aerospace & Defense |
Buy |
|
| 11.20.2017 |
TXT
|
Global Aerospace & Defense - 3Q17 Wrap
|
Global Aerospace & Defense |
N/A |
|
| 11.16.2017 |
SAIC
|
SAIC - Revenue disconnect, consensus too bullish
|
Global Aerospace & Defense |
Hold |
|
| 11.10.2017 |
TDG
|
TDG FY4Q17 - Buy the Dip
|
Global Aerospace & Defense |
Buy |
|
| 11.08.2017 |
CSRA
|
CSRA FY2Q18 - Short position justified
|
Global Aerospace & Defense |
Sell |
|
| 11.07.2017 |
BAH
|
BAH FY2Q18 - Growth worth more than margin speedbump
|
Global Aerospace & Defense |
Buy |
|
| 11.06.2017 |
BAH
|
BAH FY2Q18 - Strong revenue and book-to-bill, but margins soft
|
Global Aerospace & Defense |
Buy |
|
| 11.03.2017 |
LDOS
|
LDOS 3Q17 - Can you hear me pounding the table?
|
Global Aerospace & Defense |
Buy |
|
| 11.03.2017 |
EGL
|
EGL 3Q17 - Downgrade to Sell - Revenue challenges
|
Global Aerospace & Defense |
Sell |
|
| 11.02.2017 |
LDOS
|
LDOS 3Q17 - Another big operating beat
|
Global Aerospace & Defense |
Buy |
|
| 11.01.2017 |
CACI
|
CACI FY1Q18 - Margin and bookings soft, but buy the dip
|
Global Aerospace & Defense |
Buy |
|
| 11.01.2017 |
CACI
|
Fed IT - 3Q17 Earnings Preview - CACI, LDOS, EGL
|
Global Aerospace & Defense |
N/A |
|
| 11.01.2017 |
AIR-FR
|
Airline Scorecard - October 2017 - Hurricane Headwind
|
Global Aerospace & Defense |
N/A |
|
| 10.25.2017 |
NOC
|
NOC 3Q17 - Strong sales, with EPS helped by tax and pension
|
Global Aerospace & Defense |
Buy |
|
| 10.24.2017 |
BA
|
VRP A&D 3Q17 Earnings Preview - BA., NOC, GD
|
Global Aerospace & Defense |
N/A |
|
| 10.24.2017 |
MGGT-GB
|
UTX 3Q17 - Aftermarket strong again, GTF deliveries on track
|
Global Aerospace & Defense |
N/A |
|
| 10.20.2017 |
BA-GB
|
Global Aerospace & Defense - Friday Night Take-Away
|
Global Aerospace & Defense |
N/A |
|
| 10.20.2017 |
RTN
|
HON 3Q17 A&D Highlights - Aftermarket trend is strong
|
Global Aerospace & Defense |
N/A |
|
| 10.19.2017 |
BAH
|
DXC SpinCo - Fool Me Twice...
|
Global Aerospace & Defense |
N/A |
|
| 10.17.2017 |
EGL
|
Fed IT - 3Q17 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 10.09.2017 |
COL
|
DEFCON - Defense M&A - Who's next?
|
Global Aerospace & Defense |
N/A |
|
| 10.05.2017 |
SAIC
|
SAIC - SAIC wins AMCOM Battlefield recompete
|
Global Aerospace & Defense |
Hold |
|
| 10.03.2017 |
CSRA
|
CSRA - Downgrade to Sell - A margin conundrum
|
Global Aerospace & Defense |
Sell |
|
| 10.03.2017 |
BAH
|
BAH - Upgrade to Buy - Shake it off
|
Global Aerospace & Defense |
Buy |
|
| 10.03.2017 |
SAIC
|
SAIC - Cutting to profitability
|
Global Aerospace & Defense |
Hold |
|
| 09.28.2017 |
AIR-FR
|
Mile High Monthly - Aero M&A - Who's Next?
|
Global Aerospace & Defense |
N/A |
|
| 09.28.2017 |
SPR
|
SPR - Spirited Away - Investor Day highlights
|
Global Aerospace & Defense |
Hold |
|
| 09.21.2017 |
EGL
|
Fed IT - Unlevered for your pleasure
|
Global Aerospace & Defense |
N/A |
|
| 09.21.2017 |
TXT
|
Global Aerospace & Defense - The Dash for Cash
|
Global Aerospace & Defense |
N/A |
|
| 09.11.2017 |
SAIC
|
SAIC FY2Q18 - 3rd strike this year
|
Global Aerospace & Defense |
Hold |
|
| 09.05.2017 |
CSRA
|
A&D Morning Headlines - UTX/COL, FACC, WTO, Scorpions
|
Global Aerospace & Defense |
N/A |
|
| 08.31.2017 |
SAIC
|
SAIC - FY2Q18 Earnings Preview
|
Global Aerospace & Defense |
Hold |
|
| 08.30.2017 |
TXT
|
DEFCON - Do shutdowns Trump growth in Fed IT?
|
Global Aerospace & Defense |
N/A |
|
| 08.28.2017 |
CACI
|
A&D Morning Headlines - F-35, Bizjet ops, Qatar
|
Global Aerospace & Defense |
N/A |
|
| 08.22.2017 |
BA
|
Mile High Monthly - H1 Airline Health Check
|
Global Aerospace & Defense |
N/A |
|
| 08.21.2017 |
BA-GB
|
A&D Morning Headlines - IndiGo, Afghanistan, RR, LMT
|
Global Aerospace & Defense |
N/A |
|
| 08.17.2017 |
CACI
|
CACI FY4Q17 - Still not a player, but the market is still a hater
|
Global Aerospace & Defense |
Buy |
|
| 08.16.2017 |
CACI
|
CACI FY4Q17 - More Beats than Dr. Dre
|
Global Aerospace & Defense |
Buy |
|
| 08.15.2017 |
RTN
|
A&D Battleground - Raytheon
|
Global Aerospace & Defense |
Buy |
|
| 08.10.2017 |
CSRA
|
CSRA FY1Q18 - Keep your eyes on the Greenway
|
Global Aerospace & Defense |
Hold |
|
| 08.07.2017 |
BAH
|
BAH FY1Q18 - Staring into the DoJ abyss
|
Global Aerospace & Defense |
Hold |
|
| 08.07.2017 |
BAH
|
BAH FY1Q18 - Margin-driven beat
|
Global Aerospace & Defense |
Hold |
|
| 08.07.2017 |
CSRA
|
Global A&D - 2Q17 Wrap & Trackers
|
Global Aerospace & Defense |
N/A |
|
| 08.04.2017 |
LDOS
|
LDOS 2Q17 - You're so money
|
Global Aerospace & Defense |
Buy |
|
| 08.04.2017 |
EGL
|
EGL 2Q17 - Growth required
|
Global Aerospace & Defense |
Hold |
|
| 08.03.2017 |
LDOS
|
LDOS 2Q17 - Big beat on profits, book to bill better
|
Global Aerospace & Defense |
Buy |
|
| 08.02.2017 |
SPR
|
SPR 2Q17 - I <3 MoU
|
Global Aerospace & Defense |
Hold |
|
| 08.02.2017 |
SPR
|
SPR 2Q17 - We've come to an Understanding
|
Global Aerospace & Defense |
Hold |
|
| 08.01.2017 |
HRS
|
HRS FY4Q17 - Initial guidance for '18 goes smoothly
|
Global Aerospace & Defense |
Buy |
|
| 08.01.2017 |
HRS
|
HRS FY4Q17 - Top-line driven beat, but EPS guide on the low-end
|
Global Aerospace & Defense |
Buy |
|
| 08.01.2017 |
CACI
|
Airline Scorecard - July 2017 - Sentiment surges, but airline shares sink
|
Global Aerospace & Defense |
N/A |
|
| 07.31.2017 |
COL
|
COL FY3Q17 - Trouble-free first quarter from BEAV
|
Global Aerospace & Defense |
Hold |
|
| 07.31.2017 |
AIR-FR
|
AIR - Upgrading to Buy
|
Global Aerospace & Defense |
Buy |
|
| 07.28.2017 |
COL
|
COL FY3Q17 - First time with BEAV
|
Global Aerospace & Defense |
Hold |
|
| 07.27.2017 |
SAF-FR
|
VRP A&D 2Q17 Earnings Preview - COL, SAF
|
Global Aerospace & Defense |
N/A |
|
| 07.27.2017 |
LLL
|
LLL 2Q17 - Beat driven by facilities sale
|
Global Aerospace & Defense |
Hold |
|
| 07.26.2017 |
TGI
|
TGI FY1Q18 - Burn baby burn, FCF inferno
|
Global Aerospace & Defense |
Hold |
|
| 07.26.2017 |
TGI
|
TGI FY1Q18 - Big time miss on quarter and guidance
|
Global Aerospace & Defense |
Hold |
|
| 07.25.2017 |
NOC
|
VRP A&D 2Q17 Earnings Preview - BA, NOC, GD, TGI
|
Global Aerospace & Defense |
N/A |
|
| 07.25.2017 |
RR-GB
|
UTX 2Q17 - Aftermarket strong, but GTF deliveries light
|
Global Aerospace & Defense |
N/A |
|
| 07.18.2017 |
LMT
|
LMT 2Q17 - Top-line beat, re-raised guidance
|
Global Aerospace & Defense |
Hold |
|
| 07.17.2017 |
LMT
|
VRP A&D 2Q17 Earnings Preview - LMT
|
Global Aerospace & Defense |
Hold |
|
| 07.11.2017 |
CSRA
|
CSRA hosting conference call on Government Cloud Adoption
|
Global Aerospace & Defense |
Hold |
|
| 07.05.2017 |
TDG
|
Global A&D - Roland Berger A&D CEO Issues Radar 2017
|
Global Aerospace & Defense |
N/A |
|
| 07.05.2017 |
CSRA
|
Airline Scorecard - June 2017 - Heat map green, but profits down
|
Global Aerospace & Defense |
N/A |
|
| 06.30.2017 |
SAIC
|
SAIC - Getting more attractive for long-term investors
|
Global Aerospace & Defense |
Hold |
|
| 06.05.2017 |
RR-GB
|
A&D Battleground - Rolls-Royce
|
Global Aerospace & Defense |
Sell |
|
| 06.01.2017 |
GD
|
Airline Scorecard - May 2017 - Easter Surge
|
Global Aerospace & Defense |
N/A |
|
| 05.26.2017 |
|
Allegheny Technologies - Heavy Metal 2017
|
Global Aerospace & Defense |
N/A |
|
| 05.26.2017 |
CSRA
|
CSRA FY4Q17 - FY18 Guidance in-line
|
Global Aerospace & Defense |
Hold |
|
| 05.23.2017 |
COB-GB
|
A&D Morning Headlines - Trump cuts, Comac Widebody, F-22
|
Global Aerospace & Defense |
N/A |
|
| 05.22.2017 |
SPR
|
A&D Morning Headlines - Saudi, EBACE, Navy, Compliance
|
Global Aerospace & Defense |
N/A |
|
| 05.22.2017 |
BAH
|
BAH 4Q17 - Happy New Year
|
Global Aerospace & Defense |
Buy |
|
| 05.19.2017 |
RR-GB
|
Global Aerospace & Defense - VRP 2017 A&D Conference
|
Global Aerospace & Defense |
N/A |
|
| 05.10.2017 |
RR-GB
|
DEFCON - Party on Wayne
|
Global Aerospace & Defense |
N/A |
|
| 05.09.2017 |
EGL
|
EGL - Dinner with Lynn and Wayne
|
Global Aerospace & Defense |
Hold |
|
| 05.04.2017 |
CACI
|
CACI FY3Q17 - Strong like bull
|
Global Aerospace & Defense |
Buy |
|
| 05.04.2017 |
LDOS
|
LDOS 1Q17 - Betting on the back half
|
Global Aerospace & Defense |
Buy |
|
| 05.04.2017 |
LDOS
|
LDOS 1Q17 - Topline beat and adjusted EBIT beat, bookings and cash light
|
Global Aerospace & Defense |
Buy |
|
| 05.03.2017 |
CACI
|
CACI FY3Q17 - Revenues and Cash come in strong, but EBIT is soft
|
Global Aerospace & Defense |
Buy |
|
| 04.26.2017 |
AIR-FR
|
VRP A&D 1Q17 Earnings Preview - AIR, RTN
|
Global Aerospace & Defense |
N/A |
|
| 04.26.2017 |
NOC
|
NOC 1Q17 - Operations beat, Tax and Pension boost
|
Global Aerospace & Defense |
Hold |
|
| 04.26.2017 |
NOC
|
NOC 1Q17 - Another tax and pension beat, but Aero growth surprises
|
Global Aerospace & Defense |
Hold |
|
| 04.25.2017 |
NOC
|
VRP A&D 1Q17 Earnings Preview - BA, GD, NOC, UTX
|
Global Aerospace & Defense |
N/A |
|
| 04.24.2017 |
SAF-FR
|
VRP A&D 1Q17 Earnings Preview - SAF, LMT
|
Global Aerospace & Defense |
N/A |
|
| 04.21.2017 |
SAF-FR
|
GE 1Q17 A&D Highlights - A soft cut to LEAP delivery guidance
|
Global Aerospace & Defense |
Hold |
|
| 04.11.2017 |
CSRA
|
CSRA - Adjusting the Adjustments
|
Global Aerospace & Defense |
Hold |
|
| 04.05.2017 |
BAH
|
DEFCON - US budget more CR-zy than usual
|
Global Aerospace & Defense |
N/A |
|
| 04.03.2017 |
HRS
|
Airline Scorecard - March 2017 - Global trends holding up
|
Global Aerospace & Defense |
N/A |
|
| 03.31.2017 |
SAIC
|
SAIC 4Q17 - The struggle is real
|
Global Aerospace & Defense |
Hold |
|
| 03.30.2017 |
SAIC
|
SAIC FY4Q17 - Revs soft bt FCF/Bookings solid
|
Global Aerospace & Defense |
Hold |
|
| 03.30.2017 |
TXT
|
A&D Battleground - Textron
|
Global Aerospace & Defense |
Buy |
|
