Saturday, January 10, 2015

Hot Defense Stocks To Own Right Now

The Department of Defense awarded a bit more than $235 million worth of contracts Wednesday, with three big publicly traded companies accounting for more than a quarter of the total contract value awarded.

Lockheed Martin (NYSE: LMT  ) won a $39 million contract exercising a firm-fixed-price option to produce Block 2 Surface Electronic Warfare Improvement Program (SEWIP) systems at low-rate initial production rates.�The SEWIP program aims to upgrade the U.S. Navy's current AN/SLQ-32(V) Electronic Warfare System to improve the performance of antennae and receivers. Work on this contract should be complete by September 2014. Raytheon (NYSE: RTN  ) was awarded a $14.6 million modification to a previously awarded contract to do phase II design work on the Joint Precision Approach and Landing System (JPALS), assessing, documenting, and implementing design modifications to make the JPALS Increment 1A Ship system easier to maintain.�JPALS is a project to make aircraft landing systems that run on GPS more robust, and harder for opposing forces to jam. This contract runs through December 2013. Honeywell (NYSE: HON  ) won a $9 million�contract to supply 121 advanced multipurpose displays for installation aboard Navy F/A-18E/F fighter jets and EA-18G electronic warfare aircraft.�Delivery and installation should be complete by January 2015.

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Hot Defense Stocks To Own Right Now: 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 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.

  • [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...

Hot Defense Stocks To Own Right Now: Safran SA (SAF)

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 Sofia Horta e Costa]

    Vivendi SA climbed 2.7 percent after posting better-than-estimated third-quarter profit and saying it plans to spin off its French phone carrier SFR by July 2014. Serco Group Plc (SRP) increased 1.7 percent as UBS AG upgraded the stock. Safran SA (SAF) lost 3.2 percent as its largest shareholder sold a stake.

Top US Companies To Watch For 2015: Hexcel Corp (HXL)

Hexcel Corporation (Hexcel), incorporated in 1948, is a composites company. The Company develops, manufactures and markets composites, including carbon fibers, reinforcements, prepregs, honeycomb, matrix systems, adhesives and composite structures, for use in Commercial Aerospace, Space and Defense, and Industrial Applications. Its products are used in a variety of end applications, such as commercial and military aircraft, space launch vehicles and satellites, wind turbine blades, automotive, bikes, skis and a variety of other industrial applications. Hexcel has two segments: Composite Materials and Engineered Products. The Composite Materials consists of carbon fiber, reinforcements for composites, honeycomb core and matrix product lines. The Engineered Products consists of composite structures and specially machined honeycomb product lines.

Composite Materials

The Composite Materials segment manufactures and markets carbon fibers, fabrics and specialty reinforcements, prepregs, structural adhesives, honeycomb, composite panels, molding compounds, polyurethane systems and laminates that are incorporated into many applications, including military and commercial aircraft, wind turbine blades, recreational products and other industrial applications. HexTow carbon fibers are manufactured for sale to third-party customers, as well as for its own use in manufacturing certain reinforcements and composite materials. Carbon fibers are woven into carbon fabrics, used as reinforcement in conjunction with a resin matrix to produce pre-impregnated composite materials. Carbon fibers is also used in filament winding, hand layup, automatic tape layup and advanced fiber placement to produce finished composite components. Its carbon fibers��product applications include structural components for commercial and military aircraft, space launch vehicles, and certain other applications, such as recreational and industrial equipment.

Industrial fabrics and specialty reinforcements are ma! de from a variety of fibers, including carbon, aramid and other polymers, several types of fiberglass, quartz, ceramic and other specialty fibers. These reinforcements are used in the production of prepregs and other matrix materials used in primary and secondary structural aerospace applications, such as wing components, horizontal and vertical stabilizer components, fairings, radomes and engine nacelles, as well as overhead storage bins and other interior components. Hexcel�� reinforcements are also used in the manufacture of a variety of industrial and recreational products, such as wind energy blades, automotive components, boats, surfboards, skis and other sporting goods equipment.

HexPly prepregs are manufactured for sale to third-party customers and for internal use by its engineered products segment in manufacturing composite laminates and monolithic structures, including finished components for aircraft structures and interiors. Prepregs are manufactured by combining reinforcement fabrics or unidirectional fibers with a resin matrix to form a composite material with structural properties not present in either of the constituent materials. Reinforcement fabrics used in the manufacture of prepregs include glass, carbon, aramid, quartz, ceramic and other specialty reinforcements. Resin matrices include bismaleimide, cyanate ester, epoxy, phenolic, polyester, polyimide and other specialty resins.

Other fiber reinforced matrix developments include HexMC, a form of quasi-isotropic carbon fiber prepreg that enables small to medium sized composite components to be mass produced. HexTOOL is a specialized form of HexMC for use in the construction of high temperature composite tooling. HexFIT film infusion material is a product that combines resin films and dry fiber reinforcements in production and enables the manufacture of contoured composite structures, such as wind turbine blades.

Polymer matrix materials are sold in bulk and film form for use in direct pro! cess manu! facturing of composite parts. Resins can be combined with fiber reinforcements in manufacturing processes, such as resin transfer molding (RTM), resin film infusion (RFI) or vacuum assisted resin transfer molding (VARTM) to produce composite components for both aerospace and industrial applications. Hexcel manufactures and markets a range of Redux film and paste adhesives. These structural adhesives, which bond metal to metal and composites and honeycomb structures, are used in the aerospace industry and for many industrial applications.

HexWeb honeycomb is a cellular structure consisting of nested hexagonal cells. The product is similar in appearance to a cross-sectional slice of a beehive. It can also be manufactured in asymmetric cell configurations for more specialized applications. Honeycomb is primarily used as a lightweight core material and acts as an energy absorber. When sandwiched between composite or metallic facing skins, honeycomb increases the stiffness of the structure, while adding very little weight. The Company produces honeycomb from a number of metallic and non-metallic materials. Its metallic honeycomb is made from aluminum and is available in a selection of alloys, cell sizes and dimensions. Non-metallic materials used in the manufacture of honeycomb include fiberglass, carbon fiber, thermoplastics, non-flammable aramid papers, aramid fiber and other specialty materials. During the year ended December 31, 2011, revenues for the Composite Materials segment to third-party customers represented approximately 77% of its total revenues.

Engineered Products

The Engineered Products segment manufactures and markets composite structures and precision machined honeycomb parts for use in the aerospace industry. Composite structures are manufactured from a variety of composite and other materials, including prepregs, honeycomb, structural adhesives and advanced molding materials, using such manufacturing processes, as autoclave processing, multi-axis nu! merically! controlled machining, heat forming, compression molding and other composite manufacturing techniques. During 2011, revenues for the Engineered Products segment to third-party customers represented approximately 23% of its total revenues. The Engineered Products business unit has a 50% ownership interest in a Malaysian joint venture, Asian Composites Manufacturing Sdn. Bhd.

Advisors' Opinion:
  • [By Rich Smith]

    This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines include a pair of aerospace upgrades for European Aeronautic Defence and Space Company (NASDAQOTH: EADSY  ) and Hexcel (NYSE: HXL  ) . But it's not all good news, so let's start off by finding out why.

  • [By MONEYMORNING.COM]

    There's also the advanced materials firm Hexcel Corp. (NYSE: HXL), which supplies honeycomb composites to some of the biggest names in the aerospace industry.

Hot Defense Stocks To Own Right Now: 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 To Own Right Now: United Technologies Corporation(UTX)

United Technologies Corporation provides technology products and services to the building systems and aerospace industries worldwide. The company?s Otis segment designs, manufactures, sells, and installs passenger and freight elevators, escalators, and moving walkways, as well as provides maintenance and repair services. Its Carrier segment offers heating, ventilating, air conditioning, and refrigeration systems, controls, services, and energy-efficient products for residential, commercial, industrial, and transportation applications. The company?s UTC Fire and Security segment provides electronic security products comprising intruder alarms, and access control and video surveillance systems; fire safety products, such as specialty hazard detection and fixed suppression products, fire extinguishers, fire detection and life safety systems, and other firefighting equipment; systems integration, video surveillance, installation, maintenance, and inspection services; and mon itoring, response, and security personnel services. Its Pratt and Whitney segment supplies aircraft engines for the commercial, military, business jet, and general aviation markets; industrial gas turbines; geo thermal power systems; and space propulsion systems, as well as provides fleet management, maintenance, repair, and overhaul services. The company?s Hamilton Sundstrand segment supplies aerospace products, such as power generation, management and distribution, flight control, engine control, environmental control, auxiliary power units, and propeller systems; and industrial products, including air compressors, metering pumps, and fluid handling equipment under the Sullair, Sundyne, and Milton Roy names. Its Sikorsky segment manufactures military and commercial helicopters, as well as offers aftermarket helicopter and aircraft parts and services. United Technologies Corporation was founded in 1934 and is based in Hartford, Connecticut.

Advisors' Opinion:
  • [By Rich Duprey]

    When China developed its so-called Golden Shield project that used technology to monitor, censor, and otherwise contain its citizens, U.S. companies that helped the government develop the program rightly came in for criticism.�Cisco (NASDAQ: CSCO  ) �provided the networking equipment critical to operating the vast, complicated surveillance system that was installed. Honeywell (NYSE: HON  ) , United Technologies (NYSE: UTX  ) , General Electric (NYSE: GE  ) , and IBM were all there providing the repressive regime with the technology and know-how to keep its citizens in check.

  • [By Travis Hoium]

    United Technologies (NYSE: UTX  ) rose 3.9% to lead the Dow, mostly on positive economic news. A diversified company like United Technologies will benefit from stronger economic activity indicated by the jobs report. Subsidiary UTC Aerospace also announced a deal with ST Aerospace to provide maintenance, repair, and overhaul for Boeing 787 Dreamliner engines worldwide. �

  • [By Lee Jackson]

    United Technologies Corp. (NYSE: UTX) is a top industrial name on the Q-GARP list. United Technologies provides high technology products and services to aerospace industries and building systems worldwide. Its segments are UTC Climate, Otis, Controls & Security, UTC Aerospace Systems, Pratt & Whitney and Sikorsky. Investors receive a 2.1% dividend. The UBS target for the stock is $125, and the consensus figure is $125.70. United Technologies closed Tuesday at $114.80.

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