It Was A Good Day

Posted by Minerva on Jul 30, 2020 5:41:02 PM

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.


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Topics: Public Posts, MANT, Software, NOC, Defense, Space

How To Play Cybersecurity For Only 1.1x Revenue

Posted by Minerva on Jul 29, 2020 9:42:47 PM

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.

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Topics: Public Posts, MANT, Software