Industry & Services >> Analyst Interviews >> June 1, 2012

Industrial Names Levered to Aircraft Manufacturing Bypass Macro Headwinds

Richard L. Whittington, a Senior Equity Research Analyst with Drexel Hamilton, LLC, has covered defense, electronics and industrial companies since 1980 with a focus on thematic sector analysis and stock picking. Initial buy-side training in quantitative capital markets at The Boston Company Asset Management, LLC, was followed on the sell-side at Argus Research Company, Prudential Financial, Kidder Peabody & Co., SoundView Technology Group, Bank of America Securities, several startups, and most recently JSA Research. This followed U.S. Army enlistment and military budget work at the Department of Defense and Rand. He has been recognized in various polls and media surveys throughout his Wall Street career, the past several years contributing aerospace and semiconductor columns to His degrees are B.A. with high honors and Phi Beta Kappa at the University of Rochester, and a two-year MPA from Harvard Kennedy School of Government. He holds FINRA Series 7, 24, 63, 86 and 87 licenses. Profile
TWST: Would you start by providing an overview of your coverage universe?

Mr. Whittington: I cover the aerospace and defense sector, which encompasses the large, prime contractors to