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 minerva@cestriancapital.com.
Topics: Virgin Galactic (SPCE), Public Posts, Aerojet Rocketdyne (AJRD), Cloud, MANT, NOC, DT, SAIC, NET, ZS
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.