Q: In today's G&M there is a profile of a fund managers recent purchases. One I have not heard of before is CACI (It is not one seen on your question list very often). My interest piqued, I took a brief look at the company.
Its' BoD is a list of interesting but I would say not "shining star" corporate leaders in defence tech. Qualified but middle of the road?
EPS seems to be growing; slowly. It appears to me to be in the Defence Info Tech business; supporting decisions and decision making more than making the weapons. This seems to be the evolution based on learnings in current war theatres but I am only scratching the surface.
Since its October earnings release, which seemed OK, its share price has tanked in November from $572 to $479. I can only link this to a court victory in favour of 3 Abu Ghraib prisoners in the amount of $42 million US.
All this leads to the simpler questions; Is this a company in a business segment with a "growth" future, Do the past 10 year metrics support that it has a solid management team, What would be a reasonable entry price point, and what are the key risks facing the firm (ex court decision).
Specific to the court decision, in your opinion is a $100 knock to share price an adequate assessment of the company's liability risk or overreaction to the decision. I would suspect it is not over as usually such things are appealed.
As always, thanks very much,
Dave
Its' BoD is a list of interesting but I would say not "shining star" corporate leaders in defence tech. Qualified but middle of the road?
EPS seems to be growing; slowly. It appears to me to be in the Defence Info Tech business; supporting decisions and decision making more than making the weapons. This seems to be the evolution based on learnings in current war theatres but I am only scratching the surface.
Since its October earnings release, which seemed OK, its share price has tanked in November from $572 to $479. I can only link this to a court victory in favour of 3 Abu Ghraib prisoners in the amount of $42 million US.
All this leads to the simpler questions; Is this a company in a business segment with a "growth" future, Do the past 10 year metrics support that it has a solid management team, What would be a reasonable entry price point, and what are the key risks facing the firm (ex court decision).
Specific to the court decision, in your opinion is a $100 knock to share price an adequate assessment of the company's liability risk or overreaction to the decision. I would suspect it is not over as usually such things are appealed.
As always, thanks very much,
Dave
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WSP Global Inc. (WSP)
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Palo Alto Networks Inc. (PANW)
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Super Micro Computer Inc. (SMCI)
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CACI International Inc. Class A (CACI)
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Qualys Inc. (QLYS)
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Parsons Corporation (PSN)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter,
Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?
Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!
Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?
Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?
Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!
Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?
Q: Hi Team,
It looks like the US aiming at "information network war" would these two company benefit ?
Your thought is highly appreciated !
Thanks as always,
Tak
It looks like the US aiming at "information network war" would these two company benefit ?
Your thought is highly appreciated !
Thanks as always,
Tak