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Strategies & Market Trends : Value Investing

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To: Lazarus who wrote (59780)	8/22/2017 7:09:45 PM
From: Graham Osborn	Read Replies (1) of 78704

Was it a new issue at that point? How much of an operating history did you have in evaluating it? I'm just kind of amazed there is still anything in the market with solid growth selling at 1x book (much of it inventories to be fair) and 10x earnings. Seems like drones are picking up in the mainstream and I saw a pretty impressive presentation by Boeing's new commercial drone unit. I wouldn't be surprised in the number of commercial drones in the air in 10 years is 50-100X the current number. Here in Atlanta there is actually a whole branch of law served by "drone attorneys." Insurers are using them to process quick-turnaround claims. I can see a lot of room for growth in their aerospace and missile verticals as well. I stupidly dumped 2 stocks I really liked in the defense tech space in early 2016 - MKRS and IEHC - back when I still used mental stops. MKRS is now a 3-bagger probably thanks to our naval race with the Chinese, but no longer remotely attractive as a value stock.

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