| 08.28.2018 |
PRSP
|
PRSP - Updating the model
|
Global Aerospace & Defense |
Hold |
|
| 08.24.2018 |
HII
|
A&D Morning Headlines - Chinese Defense, MBDA, Top Gun
|
Global Aerospace & Defense |
N/A |
|
| 08.15.2018 |
CACI
|
CACI FY4Q18 - Another shoot-the-lights-out margin quarter
|
Global Aerospace & Defense |
Buy |
|
| 08.15.2018 |
GD
|
A&D Battleground -- General Dynamics
|
Global Aerospace & Defense |
Buy |
|
| 08.14.2018 |
PRSP
|
PRSP FY1Q19 - Pretty standard, really
|
Global Aerospace & Defense |
Hold |
|
| 08.08.2018 |
TGI
|
TGI FY1Q19 - Triumph....so hot right now
|
Global Aerospace & Defense |
Buy |
|
| 08.08.2018 |
TGI
|
TGI FY1Q19 - FCF guide below expectations, but trajectory improves
|
Global Aerospace & Defense |
Buy |
|
| 08.03.2018 |
HII
|
HII 2Q18 - Positive catalysts ahoy
|
Global Aerospace & Defense |
Buy |
|
| 08.02.2018 |
SPR
|
SPR 2Q18 - Are you not entertained?
|
Global Aerospace & Defense |
Buy |
|
| 08.02.2018 |
EGL
|
EGL 2Q18 - Show me the money
|
Global Aerospace & Defense |
Hold |
|
| 08.02.2018 |
HII
|
HII 2Q18 - The beat we deserved
|
Global Aerospace & Defense |
Buy |
|
| 08.01.2018 |
EGL
|
EGL 2Q18 - Big beat but book to bill soft
|
Global Aerospace & Defense |
Hold |
|
| 08.01.2018 |
COL
|
AIRLINE SCORECARD - July 2018 - Music still playing as lower fuel offers repreive
|
Global Aerospace & Defense |
N/A |
|
| 07.30.2018 |
BAH
|
BAH FY2Q18 - Sometimes good ain't good enough
|
Global Aerospace & Defense |
Hold |
|
| 07.26.2018 |
LDOS
|
LDOS 2Q18 - Relief Rally
|
Global Aerospace & Defense |
Buy |
|
| 07.26.2018 |
LDOS
|
LDOS 2Q18 - Book-to-bill finally comes through
|
Global Aerospace & Defense |
Buy |
|
| 07.25.2018 |
NOC
|
NOC 2Q18 - Here is your opportunity
|
Global Aerospace & Defense |
Buy |
|
| 07.25.2018 |
NOC
|
NOC 2Q18 - Big Aero beat, but other divisions soft
|
Global Aerospace & Defense |
Buy |
|
| 07.24.2018 |
HXL
|
HXL 2Q18 - Margin confusion
|
Global Aerospace & Defense |
Hold |
|
| 07.23.2018 |
HXL
|
HXL 2Q18 - Sales beat, but operating income slightly soft
|
Global Aerospace & Defense |
Hold |
|
| 07.20.2018 |
TDG
|
GE Aero - LEAP on track, strong aftermarket
|
Global Aerospace & Defense |
N/A |
|
| 07.20.2018 |
SAIC
|
SAIC - On the road with Charlie
|
Global Aerospace & Defense |
Buy |
|
| 07.20.2018 |
MGGT-GB
|
Farnborough Airshow 2018 - The Wrap
|
Global Aerospace & Defense |
N/A |
|
| 07.13.2018 |
EGL
|
Fed IT - 2Q18 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 07.11.2018 |
EGL
|
EGL - Upgrade to Hold - Up for sale?
|
Global Aerospace & Defense |
Hold |
|
| 07.09.2018 |
BAH
|
BAH - Downgrade to Hold - Transitioning from Value to Growth
|
Global Aerospace & Defense |
Hold |
|
| 06.26.2018 |
HII
|
HII - Initiating coverage with a Buy rating
|
Global Aerospace & Defense |
Buy |
|
| 06.26.2018 |
PRSP
|
PRSP - Initiating coverage with a Hold rating
|
Global Aerospace & Defense |
Hold |
|
| 06.21.2018 |
CACI
|
CACI - Keep milking the cash cow
|
Global Aerospace & Defense |
Buy |
|
| 06.21.2018 |
MTX-DE
|
MTU Aero Engines - Initiating coverage with a Hold rating
|
Global Aerospace & Defense |
Hold |
|
| 06.20.2018 |
CACI
|
CACI - FY18 and FY19 guidance revisions surpass expectations
|
Global Aerospace & Defense |
Buy |
|
| 06.20.2018 |
SAIC
|
SAIC - SAIC loses ACV downselect to BAE systems
|
Global Aerospace & Defense |
Buy |
|
| 06.14.2018 |
MGGT-GB
|
Mile High Monthly - Oil & Aerospace
|
Global Aerospace & Defense |
N/A |
|
| 06.13.2018 |
SAIC
|
SAIC FY1Q19 - Still some juice left
|
Global Aerospace & Defense |
Buy |
|
| 05.30.2018 |
BAH
|
BAH FY4Q18 - Premium Justified
|
Global Aerospace & Defense |
Buy |
|
| 05.16.2018 |
SPR
|
SPR - Transitioning Coverage - Reiterate Buy as Relative Value Play
|
Global Aerospace & Defense |
Buy |
|
| 05.16.2018 |
HXL
|
HXL - Transitioning Coverage - Reiterate Hold on Valuation
|
Global Aerospace & Defense |
Hold |
|
| 05.16.2018 |
TGI
|
TGI - Transitioning Coverage - Upgrade to Buy; Not for the faint-hearted
|
Global Aerospace & Defense |
Buy |
|
| 05.11.2018 |
LDOS
|
Boston Harb-ah with Jim and Rog-ah
|
Global Aerospace & Defense |
Buy |
|
| 05.08.2018 |
LLL
|
Global A&D - 1Q18 Wrap and Trackers
|
Global Aerospace & Defense |
N/A |
|
| 05.03.2018 |
LDOS
|
LDOS 1Q18 - Silver linings playbook
|
Global Aerospace & Defense |
Buy |
|
| 05.03.2018 |
CACI
|
CACI FY3Q18 - Come get some
|
Global Aerospace & Defense |
Buy |
|
| 05.03.2018 |
LDOS
|
LDOS 1Q18 - Revenues soft but FCF strong
|
Global Aerospace & Defense |
Buy |
|
| 05.02.2018 |
CACI
|
CACI FY3Q18 - Smashes it out of the ballpark
|
Global Aerospace & Defense |
Buy |
|
| 05.02.2018 |
EGL
|
EGL 1Q18 - Wake me up when September ends
|
Global Aerospace & Defense |
Sell |
|
| 05.02.2018 |
EGL
|
EGL 1Q18 - Sales beat, profit miss
|
Global Aerospace & Defense |
Sell |
|
| 05.01.2018 |
CACI
|
VRP A&D 1Q18 Earnings Preview - SPR, HRS, EGL, CACI
|
Global Aerospace & Defense |
N/A |
|
| 05.01.2018 |
BA-GB
|
Airline Scorecard - April 2018 - Specter of rising input costs?
|
Global Aerospace & Defense |
N/A |
|
| 04.25.2018 |
NOC
|
NOC 1Q18 - Solid results, tough market
|
Global Aerospace & Defense |
Buy |
|
| 04.25.2018 |
NOC
|
NOC 1Q18 - Is it enough?
|
Global Aerospace & Defense |
Buy |
|
| 04.24.2018 |
HXL
|
HXL 1Q18 - Back to normal
|
Global Aerospace & Defense |
Hold |
|
| 04.20.2018 |
CACI
|
GE 1Q18 A&D take-aways - LEAP ramp behind schedule
|
Global Aerospace & Defense |
N/A |
|
| 04.13.2018 |
EGL
|
Fed IT - 1Q18 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.13.2018 |
NOC
|
Global Aerospace & Defense - 1Q18 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.04.2018 |
CSRA
|
CSRA - Dropping Coverage
|
Global Aerospace & Defense |
Hold |
|
| 04.03.2018 |
CSRA
|
Airline Scorecard - March 2018 - Trade War darkens the horizon
|
Global Aerospace & Defense |
N/A |
|
| 03.29.2018 |
SAIC
|
SAIC FY4Q18 - Growth trajectory strengthening
|
Global Aerospace & Defense |
Buy |
|
| 03.28.2018 |
CACI
|
CACI - Bid withdrawal offers good entry point
|
Global Aerospace & Defense |
Buy |
|
| 03.22.2018 |
HRS
|
A&D Battleground - Harris
|
Global Aerospace & Defense |
Buy |
|
| 03.19.2018 |
CSRA
|
UTX Investor Day - A&D Implications
|
Global Aerospace & Defense |
N/A |
|
| 03.19.2018 |
SPR
|
Fed IT - CACI ups the ante for CSRA
|
Global Aerospace & Defense |
N/A |
|
| 03.14.2018 |
SAIC
|
SAIC - FY4Q18 Earnings Preview
|
Global Aerospace & Defense |
Buy |
|
| 03.09.2018 |
RTN
|
Mile High Monthly - It's the economy, stupid
|
Global Aerospace & Defense |
N/A |
|
| 03.08.2018 |
BAH
|
Global A&D - 4Q17 Wrap
|
Global Aerospace & Defense |
N/A |
|
| 03.06.2018 |
CSRA
|
Fed IT - Takeaways from CSRA's merger proxy
|
Global Aerospace & Defense |
N/A |
|
| 03.02.2018 |
LDOS
|
LDOS - Introducing DHMSM/Genesis estimates
|
Global Aerospace & Defense |
Buy |
|
| 03.02.2018 |
EGL
|
EGL 4Q17 - 4Q beat, but 2018 guidance soft
|
Global Aerospace & Defense |
Sell |
|
| 02.27.2018 |
MGGT-GB
|
MGGT 2H17 - Slight miss and soft guidance
|
Global Aerospace & Defense |
Hold |
|
| 02.22.2018 |
LDOS
|
LDOS 4Q17 - In Roger we Trust
|
Global Aerospace & Defense |
Buy |
|
| 02.22.2018 |
LDOS
|
LDOS 4Q17 - A conservative 2018 guide?
|
Global Aerospace & Defense |
Buy |
|
| 02.15.2018 |
COB-GB
|
A&D Morning Headlines - Airbus, Bombardier, Activists, Eurofighter
|
Global Aerospace & Defense |
N/A |
|
| 02.12.2018 |
CSRA
|
CSRA - Well, we didn't see that coming
|
Global Aerospace & Defense |
Hold |
|
| 02.08.2018 |
CSRA
|
CSRA FY3Q18 - What's the most you've ever lost on a coin toss?
|
Global Aerospace & Defense |
Sell |
|
| 02.05.2018 |
BAH
|
BAH FY3Q18 - Operational miss
|
Global Aerospace & Defense |
Buy |
|
| 02.05.2018 |
BAH
|
BAH FY3Q18 - Upside case is clear
|
Global Aerospace & Defense |
Buy |
|
| 02.02.2018 |
CACI
|
CACI FY2Q18 - That's a Bingo
|
Global Aerospace & Defense |
Buy |
|
| 02.01.2018 |
TXT
|
TXT 4Q17 - Don't stop believin'
|
Global Aerospace & Defense |
Buy |
|
| 02.01.2018 |
COB-GB
|
Airline Scorecard - January 2018 - Is 2018 the year of the Price War?
|
Global Aerospace & Defense |
N/A |
|
| 01.31.2018 |
CACI
|
CACI FY2Q18 - Big margin beat
|
Global Aerospace & Defense |
Buy |
|
| 01.30.2018 |
BA
|
VRP A&D 4Q17 Earnings Preview - BA, TXT
|
Global Aerospace & Defense |
N/A |
|
| 01.26.2018 |
HXL
|
HXL 4Q17 - High hopes for '18
|
Global Aerospace & Defense |
Hold |
|
| 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 |
|
