1 roundtable forum, 1 analyst and 11 sector firms examine the Aerospace & Defense segment in this 93-page report from The Wall Street Transcript.
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Roundtable Forum - Investing in Aerospace & Defense: Alex P. Hamilton, Jesup & Lamont Securities Corporation; Richard Tortoriello, Standard & Poor's Financial Services LLC
Defense Electronics & Commercial Aerospace: Rick Whittington, JSA Research, Inc.
CEO Interviews (average 2,500 words): Top management from 12 sector firms examine the outlook for their firm and sector. Firms interviewed include: Embraer, Elbit Systems Ltd., Moog Inc., Technest Holdings, Inc., Valley Forge Composite Technologies, Inc., Aerosonic Corporation, America's Emergency Network, Inc., Homeland Security Capital Corporation, ActivIdentity Corporation, AXCESS International Inc., VASCO Data Security International, Inc., Visual Management Systems, Inc.
Topics covered: Quadrennial Defense Review - M&A activity - Aftermarket companies - Outlook for OE companies - Strong backlogs in commercial aerospace - Airbus cancellations - 2010 defense budget - Platform programs - Cash conservation - Production scalebacks - Stock picks - Stocks to worry about
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Companies covered: Boeing (BA); Goodrich (GR);United Technologies (UTX); Triumph Group (TGI); HEICO (HEI); Textron (TXT); AAR (AIR); General Dynamics (GD); Spirit AeroSystems (SPR); BE Aerospace (BEAV).


