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Strategies & Market Trends : Value Investing

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To: Walter Bagehot who wrote (39939)	11/7/2010 9:53:28 AM
From: Paul Lee	of 78682

A lot will depend on what he says next week. Even though the US may be insourcing, the stuff that CVU does will not be included. But bigger than that, this company has changed over the last 3 years. The majority of its work is coming as a sub for major OEM's and that will continue to grow. The new Gold status with Sikorsky I believe will bring them major contracts in the near term. (and none of this includes any major C 5 work.) Could you get a pull back if for some reason he disappoints this week, absolutely. But, if he meets and beats his previous estimates and he ups his '11 numbers and gives a '12 estimate I think you see a near term spike and then I will look at a 12 month number at between 18-22. And they will be with a forward looking EPS on no more than 11 -13 x's (with an growth rate of 50%) Sunday am musings

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