We review the coverage universe in our Pro service. Subscribers can read the note here. Winning calls to date include AJRD, DT, MAXR, SAIC and SPCE. If you're interested in subscribing to a Cestrian Capital Research service, check our main site or email us at firstname.lastname@example.org.
We noted on 4 September that ManTech International (MANT) could be in play following the retirement of its founder. The list of suitors is long, but we believe Science Applications International Corp (SAIC) ought to acquire the company. Our latest Pro note lays out our logic and proposes a potential acquisition model.
We start coverage of ManTech International (MANT) at Pro level today. This is a growing, cash generative, well-managed software and services company addressing the more demanding end of federal government, being intelligence, cyber, space and so forth. You can find our subscriber note live here. Not yet a Pro subscriber? Learn more here.
We're in the thick of earnings season right now. The space and defense stocks we cover report last week and this. We made a couple nice calls on two stocks in the last two days, being Northrop Grumman (NOC) and ManTech International (MANT). Both rose on earnings today and we had the good fortune of flagging the high of the day for subscribers wanting to take profits on the latter. Below we walk you through the numbers, what happened and how we got there.
Our investment research services cover stocks in the software, space and defense sectors. It's not common for one of those stocks falls into each of those categories, but then ManTech International (MANT) is an uncommonly good business. A little-known company, it builds software for the high end of the cybersecurity and intelligence markets, its customers being the manifold arms of the Federal Government. The fundamentals are rock-solid, growth strong, and valuation is - well, let's just say it trades for a lot less than the other cyber companies we cover! We walk you through the stock below.