Monday, July 28, 2014

Hot Defense Stocks For 2015

Defense contractor Northrop Grumman (NYSE: NOC  ) landed a pair of Pentagon contracts Thursday, worth nearly $38 million in aggregate.

The larger of the two contracts, valued at $26 million, is a firm-fixed-price contract to modify and install Northrop's AN/AAQ-24(V) Large Aircraft Infrared Countermeasures (LAIRCM) System aboard a pair of Airbus A319CJ "Head of State" aircraft by March 31, 2016.

Classified as a foreign military sales contract, the LAIRCM award lists Germany as the recipient country. This fact, plus the statement that the systems will be installed aboard Airbus aircraft, confirm that this contract is not the same as the two contracts for which the U.S. Defense Security Cooperation Agency�recently sought Congressional approval. Those contracts involved the states of Oman and Qatar, and were expressly for installation aboard Boeing (NYSE: BA  ) aircraft.

Northrop also won a smaller, $11.9 million award Thursday. That one was for the supply to the U.S. Air Force of low voltage power systems for unspecified aircraft. It remains in force through December 2020.�

Hot Defense Stocks For 2015: Embraer SA (EMBR3)

Embraer SA is a Brazil-based holding company primarily engaged in the manufacture of aircrafts. The Company�� business activities are divided into three business segments: Commercial Aviation; Defense and Security Business, and Executive Aviation. The Commercial Aviation segment is involved in the development, production and sale of commercial jets, as well as in the provision of support services, with emphasis on the regional aviation industry and aircraft leasing. The Defense and Security Business segment mainly includes the research, development, production and modification of defense aircrafts as well systems and software design. Through the Executive Aviation segment, the Company is active in the development, production and sale of business jets, provision of support services related to this sector of the market and aircraft leasing. The Company has subsidiaries, affiliated companies and representative offices in Brazil, the United States, France, Holland and China, among others. Advisors' Opinion:
  • [By Lyubov Pronina]

    Most emerging-market stocks fell as Samsung Electronics Co.�� earnings missed estimates and planemaker Embraer SA (EMBR3) posted a surprise loss. Turkish stocks capped the biggest weekly loss since June after policy makers raised borrowing costs.

  • [By Ney Hayashi]

    The Ibovespa dropped for a third day as planemaker Embraer SA (EMBR3) led losses among exporters on speculation that a strengthening local currency will erode revenue from outside Brazil.

Hot Defense Stocks For 2015: Spirit Aerosystems Holdings Inc.(SPR)

Spirit AeroSystems Holdings, Inc., through its subsidiaries, designs and manufactures commercial aerostructures worldwide. It operates in three segments: Fuselage Systems, Propulsion Systems, and Wing Systems. The Fuselage Systems segment develops, produces, and markets forward, mid, and rear fuselage sections and systems primarily to aircraft original equipment manufacturers (OEMs), as well as offers related spares, and maintenance, repair, and overhaul (MRO) services. This segment also offers rotorcraft comprising forward cockpit and cabin for military aircrafts. The Propulsion Systems segment engages in the development, production, and marketing of struts/pylons; nacelles, including thrust reversers; and related engine structural components primarily to aircraft or engine OEMs, as well as provides related spares and MRO services. The Wing Systems segment develops, produces, and markets wings and wing components comprising flight control surfaces and other miscellaneous structural parts primarily to aircraft OEMs, as well as offers related spares and MRO services. This segment is also involved in designing, engineering, and manufacturing structural components for military aircrafts, including low observables that are radar absorbent and translucent materials; and radome new builds and refurbishment. It also provides other military services, such as fabrication, bonding, assembly, testing, tooling, processing, engineering analysis, and training. Spirit AeroSystems Holdings, Inc. serves large commercial airplanes, business and regional jets, and military/helicopter sectors of the aerostructures industry. The company was formerly known as Mid-Western Aircraft Systems Holdings, Inc. Spirit AeroSystems Holdings, Inc. is headquartered in Wichita, Kansas.

Advisors' Opinion:
  • [By Ben Levisohn]

    Shares of Textron have gained 1.2% to $36.63 at 1:09 p.m., while Embraer (ERJ) has risen 0.5% to $32.30, Triumph Group (TGI) has advanced 0.2% to $75.73 and Spirit AeroSystems (SPR) is off 0.8% at $33.90.

  • [By Inyoung Hwang]

    Axel Springer AG (SPR) declined 1.5 percent to 43.43 euros. Goldman Sachs Group Inc. cut its rating on Europe�� biggest newspaper publisher to sell from neutral, saying its valuation is the highest of the publishers it covers. Shares trade at 18.6 times earnings compared with 16.3 times for the DAX.

5 Best Biotech Stocks To Own For 2015: AvWorks Aviation Corp (SPLI)

AvWorks Aviation Corp., formerly Datamill Media Corp., incorporated on January 15, 1990, and its wholly owned subsidiary, Young Aviation, LLC (Young Aviation) operate as a diversified broker and supplier of parts and services to the worldwide aviation and aerospace markets. The Company services a broad range of clients such as aircraft leasing companies, major airlines, repair stations, fixed-base operators, leasing companies and aftermarket suppliers. The Company was a management consulting firm that planned to educate and assist small businesses to improve their management, corporate governance, regulatory compliance and other business processes, with a focus on capital market participation.

On October 3, 2011, the Company acquired 100% interests in Young Aviation. Young Aviation is a diversified broker and supplier of parts, components and products to the general aviation and aerospace markets of the United States, Europe and Asia. Young Aviation services a range of clients, such as aircraft leasing companies, major airlines, repair stations, fixed-base operators, leasing companies and after market suppliers.In December 2011, the Company announced the purchase and salvage of a Lear Jet 24 from a private owner. On June 22, 2011, Datamill Media Sub Corp. was organized as a wholly owned subsidiary of Datamill Media Corp. The principal business of this subsidiary was to act as a merger vehicle for the pending merger with M3X Media, Inc. On August 12, 2011, the Company terminated the Merger Agreement with M3X Media, Inc.

Advisors' Opinion:
  • [By James E. Brumley]

    It's a rarity that I reiterate an idea I've previously opined... particularly one that I only published just a couple of days earlier. The fact that I'm going to do so with AvWorks Aviation Corp. (OTCMKTS:SPLI) - perhaps better known to some as Vapor Group - should tell you how important it is to re-convey the message. Here goes...

  • [By James E. Brumley]

    It's admittedly scary to try and catch a falling knife, but sometimes it's worth the risk. Case in point? AvWorks Aviation Corp. (OTCMKTS:SPLI) .... better known as Vapor Group. Without knowing more about the stock, the sheer fact that SPLI has fallen nearly 90% since March 26th - with about a third of that coming today alone - the stock would be best left avoided by nearly any trader. For the small group of savvy traders that know the tell-tale signs and know how the market really works, however, AvWorks Aviation, or Vapor Group, may be in a prime buying situation today.... yes, even in the midst of this bloodbath.

Hot Defense Stocks For 2015: Safran SA (SAFRY.PK)

Safran SA is a France-based high-technology company which produces aircraft and rocket engines and propulsion systems. It divides its work into three segments: Aerospace, Aircraft, Defense and Security. The Aerospace Propulsion division provides engines, turbines and parts for aircraft, and rocket boosters for civil, military and spatial markets through several subsidiaries, including Snecma, among others. The Aircraft Equipment division produces landing gear, wheels and carbon brakes, aircraft engine nacelles and airborne power electronics through its subsidiaries, including Aircelle, among others. The Defense division includes the subsidiary, Sagem, and makes systems and equipment for inertial navigation and other defense applications to be used on military transport and combat aircraft, helicopters, warships, armored vehicles and artillery systems. In October 2013, the Company completed the sale of its United States-based subsidiary, Global Motors Inc to Allied Motion Inc. Advisors' Opinion:
  • [By Daniel Lauchheimer]

    Currently, three main companies supply security equipment to the TSA - Safran (SAFRY.PK), Smiths (SMGKF.PK), and Level-3 Holdings (LLL). All three of these companies sell the whole range of their products to the TSA, with an ETD offering included. Recently, however, a new company, Implant Sciences Corporation (IMSC.PK) received approval from the TSA to begin selling their ETD equipment to airport security professionals. This approval has opened the door for IMSC to begin taking some market share away from the more established players in the US and beyond.

Hot Defense Stocks For 2015: Implant Sciences Corp (IMSC.PK)

Implant Sciences Corporation (Implant Sciences), incorporated in August 31,1984, develops, manufactures and sells sensors and systems for the security, safety and defense (SS&D) industries. Its technologies are used worldwide in security and inspection applications. Implant Sciences has developed technologies used in explosives trace detection (ETD), and and narcotics trace detection (NTD) applications and market and sell handheld ETD and benchtop ETD and NTD systems that use its technologies. The systems are used by private companies and Government agencies to screen baggage, cargo, vehicles, other objects and people for the detection of trace amounts of explosives. Implant Sciences have developed explosives detection systems designed for use in aviation and transportation security, high threat facilities and infrastructure, military installations, customs and border protection, and mail and cargo screening. The systems use the Quantum Sniffer technologies, including photon-based, non-radioactive ion source in combination with ion mobility spectrometry, a detection tool sensitive to the speeds with which ions of various substances move through the air to electronically detect minute quantities of explosives vapor and particles.

Quantum Sniffer QS-H150 Portable Explosives Detector

The Quantum Sniffer QS-H150 Portable Explosives Detector employs a vortex collector for the simultaneous detection of explosives particulates and vapors with or without physical contact and in real-time. The QS-HS150 can detect vapors and nanogram quantities of explosives particulates for explosives substances considered to be threats. The substances include military and commercial explosives, improvised and homemade explosives, and propellants and taggants.

The QS-H150 has automatic and continuous self-calibration. It monitors its environment, senses changes that would affect its accuracy, and re-calibrates accordingly. The system requires no user intervention and no calibration cons! umables. The detection process begins with the collection of a sample with its vortex collector. After collection, the sample is ionized photonically and analyzed using ion mobility spectrometer (IMS) technology. The presence of a threat substance is indicated by a visible and audible alarms. The threat substance is then identified and displayed on the integrated liquid crystal display (LCD) screen. When detecting a threat substance, the QS-H150 rapidly alarms. This real-time detection limits equipment contamination and allows for fast clear-down.

Quantum Sniffer QS-B220 Benchtop Explosives and Narcotics Detector

QS-B220 Benchtop Explosives and Narcotics Detector uses dual IMS with non-radioactive ionization for the detection and identification of a range of military, commercial, and improvised explosives as well as narcotics. The QS-B220 uses a sample trap which is wiped on the surface to be interrogated for explosives or narcotics particles.

The QS-B220 has automatic and continuous self-calibration. It monitors its environment, senses changes that would affect its accuracy, and re-calibrates accordingly.

Quantum Sniffer TM QS-Hx Portable Explosives Detector

The Company is focusing in developing a next-generation handheld detector that will use dual IMS non-radioactive ionization for the detection and identification of a range of military, commercial and improvised explosives, as well as narcotics. The QS-Hx will have automatic and continuous self-calibration, multi-level password-protected data security and will include a data management interface with data export to a network for recordkeeping, providing a link with the central command centers and logistics systems used by carriers.

Miniature Mass Spectrometer

The Company�� acquisition of Ion Metrics enabled it to obtain miniaturized quadrupole mass spectrometry (QMS) detector technology. The QMS detector is roughly the size of an AA battery and has low manufactur! ing costs! . When used in conjunction with an IMS, the QMS detector senses the molecular weight of the chemical species resulting in an orthogonal detection method in which a more fundamental characteristic of a substance is measured. It is developing interfaces for integrating the QMS detector into its future products.

Hyphenated Detectors

Depending on the application and the number of interfering background chemicals, it may be necessary to incorporate additional orthogonal detection methods. The combination of multiple sensors in series is known as employing hyphenated methods. By measuring different properties of the same species, interferents are separated from target species for a deterministic detection and identification and have minimum rates of false alarms. It is developing hyphenated systems employing conventional ion mobility, differential mobility and quadrupole mass spectrometry. As of June 30, 2012, it has one patent issued in real-time trace detection by IMS and QMS and two hyphenated system patents pending.

The Company competes with Morpho Detection, Inc., NucTech Company Limited and Smiths Detection, Inc.

Advisors' Opinion:
  • [By Daniel Lauchheimer]

    Currently, three main companies supply security equipment to the TSA - Safran (SAFRY.PK), Smiths (SMGKF.PK), and Level-3 Holdings (LLL). All three of these companies sell the whole range of their products to the TSA, with an ETD offering included. Recently, however, a new company, Implant Sciences Corporation (IMSC.PK) received approval from the TSA to begin selling their ETD equipment to airport security professionals. This approval has opened the door for IMSC to begin taking some market share away from the more established players in the US and beyond.

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