Industry & Services >> Analyst Interviews >> May 2, 2013
Aerospace Backlog Grows While Defense Approaches Bottom
Brian Langenberg, Principal and Strategist at Langenberg & Company, LLC, advises clients globally with a particular focus on industry, energy, resources, infrastructure and education, as well as providing investment strategy to institutional investors. He appears on CNBC, Fox Business News, CNN and other media. Mr. Langenberg was first recognized by the Institutional Investor All-America Research Team in 1999, and he or his firm have earned subsequent awards in II, The Wall Street Journal and StarMine helped by research innovations including the seminal Multi-Industry Greybook in 2001, ROIC-based deal analysis, revenue component analysis and business unit trends. Mr. Langenberg is also a former Naval Intelligence Officer with expertise in geopolitics, logistics and trade, and uniquely integrates geopolitical analysis and macroeconomic assessment with bottom-up fundamental research. He teaches in the U.S. and Asia and serves as a mentor for the CFA Global Investment Challenge. Profile
TWST: Please start with a snapshot of your firm and your stock coverage focus.
Mr. Langenberg: We combine macro, fundamental and judgment. We monitor the global industrial economy by