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To: The Ox who wrote (1923)	4/16/2013 11:26:21 AM
From: The Ox	Read Replies (1) \| Respond to of 8261

Note - it may have been AVIV, not AVAV. I have seen both mentioned in different news articles....so what I posted may be wrong!!

To: The Ox who wrote (1923)	4/17/2013 12:18:47 PM
From: richardred	Read Replies (3) \| Respond to of 8261

Ox, this one, AVAV is starting to interest me now. I took a re-look a day before the Boston tragedy happened. I haven't bought yet, but am still interested. I have plenty of dry power and don't want to jump the gun early. Every buddy and their brother are looking for a pullback now. I don't try and predict those things. I just try and concentrate on buying stocks in changing market conditions that will make me money in due time. If my timing is off on recent purchases. I can adjust quickly, or in time. Once idle cash is used up. I have to do it through selling stocks in my portfolio, and moving it into better looking stocks moving forward. Believe me, I like having option 1 first. My brother is a civilian working for the Army. He's only working 4 days a week now due to budget cuts and the sequester. I have a feeling many in the defense sector will be reporting lower numbers and guidance. I recently saw HRS which I sold out of, giving lower guidance. I believe this sector will be one with many opportunities value wise for those that have patience. Case in point ANEN which Bob pointed out received a TO bid. I've looked at this company before that is based in Syracuse NY. That Sector is kind of related to FEIM which I'm still holding on to. A theme I'm counting on is all those mobil devices will need more bandwidth for speed and synchronization, thus more satellite launches. Its going on now for FEIM as they are getting some of satellite launch orders to replace old satellites. IMO their DOD business if fairly stable because it's a necessity. Having said what I said there are no sacred cows and it could be dragged down along with the rest of the sector. IMO one thing you have to remember is many of the big cash rich defense companies are suffering budget cuts to their programs. Meaning they will concentrate on consolidation (eliminating competitors)and diversification (adding non defense growth business) through acquisitions. Message 28409252 Message 28287592