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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (50745)2/1/2013 10:16:05 AM
From: Spekulatius   of 78687
 
I agree with your concerns. I have looked at MANT and while it tickles the bargain hunter inside me, I see falling revenue projections and lower margins as far the the analyst eyes can see. Management refuses to do buybacks too, although to their credit, they did institute a reasonable dividend.
MANT has in fact cyberware activities, as do RTN, GD, LMT and XLS, but overall, they are mostly n the service business, which is the easiest to cut.

I agree that overall defense spending has nowhere to go but down. Grommit's link is interesting and I expect strong activity in cyber warfare, both in the public and the private sector.
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