For Buy and Hold Investors;
Sector has done all the work right here before your eyes. Now it's important to break the business segments down on a forward looking basis, fundamentals have become for many a waste of time, but not to us.
We think that in the next year KVHI's defense business will continue to grow, this growth will turn the company profitable and expand into the next five years from FOGS in multi applications to deployment of Video distributed to land and sea based military platforms.
While these deployments are taking place, scale able civillian projects will be gaining traction, from increasing market share in the Motor coach market we'll begin to see integrated video systems into the proverbial SUV and Minivan. Few here probably realize that KVHI has this capability, fewer still know that KVHI is already shipping Mobile internet along with satellite programing.
As we already have begun to see DVD players in vehicles to keep the kids occupied, the next 5 years should prove to be the most exciting for the entire automotive industry as new platforms emerge that deliver whole new capability to recreation and business markets like OTR trucking and supply management.
KVHI also has systems in development that will have a material effect on the Power industry, these systems and their current providers are in transition, but like all technological evolutions, change is assured, and as the current state of the art is pressured by high value components and costs savings, KVHI will emerge as a major provider of systems components to these industries as well.
KVHI's trade float is already Scarce; buy and hold investors who understand scarcity know what this means. While many rush headlong into Gold and other instruments of flight, we are finding equally scarce common stocks with huge forward fundamental value, where real earnings and possibly dividends, and liquidity creation, can be become important features of a portfolio.
Stand by, for these are indeed evolutionary times; Stalk the bear. |
