Defense Technology, Information Technology and System Integration
(WINS -- $8 3/4, NASDAQ)
WINS is involved in these three areas of sophisticated business
services. The stock is currently trading around 2x book value, very
low relative to the 6 - 8 x book values of other business services
companies. The computer screen shows that the stock has the lowest
relative value ranking of 1 with 100 as the highest.
SM&A (formerly Steven Myers & Associates), largest such company in
the United States, provides proposal management services for clients
who are vying for governmental or commercial contracts. For
high-dollar programs -- such as Lockheed Martin's $1.6 billion deal
with the US Air Force -- the company puts together a team to manage
all phases of the proposal process, including strategy, preparation,
review, submittal, and post submittal queries. For proposals under
$100 million, it opens proposal development centers -- offices
located in the client's facilities and operated by the company. SM&A
claims a win rate of nearly 90%. Customers include Hughes Electronics,
Motorola, and Lockheed Martin, which account for some 60% of revenues.
Buy up to $9 with stop loss at $7.50. |
