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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (50740)	2/1/2013 9:40:37 AM
From: Jurgis Bekepuris	Read Replies (1) of 78691

My concern is that defense spending just has to be cut. I don't think defense companies are trading at full realization of that reality. It's possible that the spending is not cut much. It's possible that defense companies will never trade super-cheaply. But I'd rather wait than invest into negative trend. I am not defense insider, so I cannot predict which companies will have less cuts vs others. There's a lot of speculation, but I doubt anyone really knows. Cyber defense is probably a good area. I'm not sure it's gonna be a huge chunk of large defense companies, so it's not clear if it's gonna be enough to replace the cuts and make for growth. Sorry for rather general observations. XLS and ATK seem cheapish, I'll relook at them, but with my rather negative slant I doubt I'll buy. :) I don't like LMT due to same concerns as you have. RTN is not very cheap for me.

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