SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dale Baker who wrote (15922)12/14/2002 5:24:43 PM
From: Paul Senior  Read Replies (1) of 78659
 
Hard for me to call CUB a value play. It's always been strong in its two segment niches (mass transit -ticket/turnstyles if I remember, and defense). At current price, Cubic is too expensive (imo) as a value play unless someone who follows it closely sees something special or somebody can identify a catalyst.

That said, I'd could see the stock moving up 50% from here. Those large government defense bill dollars will eventually flow, and CUB will get its share. I'd guess CUB will move in line with most other defense stocks. I have a couple such (can't call them value plays either), and I so am hoping the entire defense sector will rise.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News