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Technology Stocks : Defense and Security Investing

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To: Larry S. who wrote (186)4/9/2005 12:58:46 AM
From: Paul Senior   of 245
 
Bought a little Cubic today.

I am hoping they might benefit from the transportation bill which if I am understanding it correctly, favors creation of toll roads.

If CUB can continue to win its shares of contracts from the US government, maybe the business and stock will do okay. I'd say there might be a 50% gain in the stock again to near $30/sh - as we've seen a couple of times before. OTOH, CUB seems like it could still be in a cyclical business, and we just have not seen the downside for this cycle. (i.e. when the stock drops below $10/sh.)

finance.yahoo.com

All jmo, I could be wrong. I have been- many, many times.
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