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13	member 8/08/12 2:30PM RE: Author Exit Recommendation 12
curious why you are recommending exiting the position given your view on valuation. thanks. view available tags
10	member 8/04/12 6:05PM fcf question
VI4Life- Thanks for the write-up. Always interested to read out recent orphaned stocks. I was wondering what your thoughts were on the sustainability of the business. In your base case, the company de-levers and by 2014 generates approximately... login to read the rest view available tags
8	member 7/29/12 11:05PM sale 7
thanks for the idea. do you know whether LLL tried to sell the business? you mentioned that Northrop and Lockheed sold their EGL equivalent business to PE firms so was curious whether that is something... login to read the rest view available tags
6	member 7/26/12 4:29PM Separation costs?
Do you have the $30-$40 mln of separation costs in your numbers? ($22 mln to be spent within the first 12 mth post spinoff). I think its meaningful for a < $300 mln mkt cap view available tags
3	member 7/25/12 8:53PM SAIC
How do you think about SAIC as a comp? Do you think SAIC has better contracts in terms of getting cancelled or slowing down? (I note they have similar margins) On an unlevered basis, I get both... login to read the rest view available tags