Joseph DeNardi covers defense and airline companies. Mr. DeNardi says the defense industry has had another year of outperformance and has become a flight to safety for investors. However, he is cautious going forward because valuations have been pushed up. For airlines, Mr. DeNardi says it’s the opposite. He says pricing trends have been worse than expected, which has contributed to some of the underperformance.
Full interview available here.
Interview Highlights: Liam Burke of Wunderlich Securities on Industrial Equipment, Aerospace and Defense
October 14, 2016
Interview Highlights: John Franzreb of Sidoti & Company on Industrial Equipment, Aerospace and Defense
October 14, 2016
Interview Highlights: Nick Heymann of William Blair & Company on Industrial Equipment, Aerospace and Defense
October 17, 2016
Interview Highlights: Benjamin Mogil of Stifel, Nicolaus & Co. on Entertainment, Toys and Games
October 13, 2016
Interview Highlights: John Larkin of Stifel Nicolaus on Transportation & Logistics
August 02, 2016
