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  • tigerace8 tigerace8 • Oct 11, 2012 7:37 AM Flag

    before being a defense security company

    this company was a telecommunications provider services and equipment. If they stayed with that model, they would be out of business now. It's been difficult during the Demarco years I know, but the model looks good if they can manage the debt. Not sure about the telecom industry pitfalls? Check the fortunes of Lucent now Alcatel Lucent, total debacle, from $70 a share to nothing and loss of much more wealth than Kratos

    Sentiment: Hold

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    • eric_da_redd eric_da_redd • Oct 11, 2012 1:46 PM Flag

      ==Check the fortunes of Lucent now Alcatel Lucent, total debacle, from $70 a share to nothing and loss of much more wealth than Kratos==

      Comparing a company that lost 100% of its value to another that "only" lost 96% of its value is hardly a thesis for investing in the latter. Good luck, though! {:-)

      Sentiment: Strong Sell

      • 1 Reply to eric_da_redd
      • tigerace8 tigerace8 • Oct 12, 2012 6:10 AM Flag

        your facts are irrefutable. but didn't he have success with his previous company? Titan? Company grew and was bought out I think. It seems like there's a steady in flow of contracts here with some diversity coming into play. If they can get the debt/cash flow under control the equity model looks solid, if, if investors can withstand the short plays at earnings report time. The cash situation is primary risk here IMHO

        Sentiment: Hold

    • bullseyecatnip bullseyecatnip • Oct 15, 2012 10:40 AM Flag

      Very painful for long-term holders, not doubt. I worked with Alcatel, Lucent and many similar companies large and small from the beginning of the high-tech boom. Its very sad how everything imploded and has never really come back. Large companies are a shadow of their former selves, start-ups are at or near record lows, consolidation continues. All this has hurt innovation and makes the U.S. more vulnerable to foreign companies than it should be.

      I get frustrated that KTOS PPS isn't higher, but sometimes lose sight of the fact that investment timelines are often best measured by 3-5 years. IMHO KTOS has a good combination of focus and direction, yet remains diversified to weather economic uncertainty and unrest worldwide...and are in a good position for brighter quarters and years ahead. I look forward to listening more carefully to future conference calls and networking with my friends in the industry about their prospects.

      Take care.

 
KTOS
5.850.00(+0.00%)May 23 4:00 PMEDT