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Our investment-tailored research provides timely insights and commentary on aerospace and
defense stocks and industry trends and proven patterns of financial returns. We believe making money in our universe of stocks requires a long-term orientation both because the longevity of major weapons systems and elongated political cycles govern military funding as well as the frequently lengthy duration of commercial and business aviation cycles. JSA Research’s individual company research on roughly two dozen publicly traded stocks is augmented by frequent commentary on industry and national security issues bearing on investor sentiment, which brings the shorter term into play without sacrificing a necessarily strategic perspective. The combined eighty years of analytical experience of JSA Research's two principals comprises an unparalleled breadth of industry, government and investment community background that enables JSA Research to context the broad investment issues of the day which we presently find intensely bullish for the companies in our universe.
Producers of a broad array of complex weapons systems and support services to the most demanding armed services, intelligence services and national security community utilize the most sophisticated computer, electronics, software, materials and systems integration technology available in America. The ready application of science and engineering continues to distinguish U.S. companies producing radars, missiles, satellites, aircraft, ships, submarines and support services increasingly tied to productivity-rendering information networks. Many of these same technologies are today being applied to business aviation and helicopters finding dramatically increased demand due to the expansive global economy. In many instances, the same technologically-sophisticated, high precision, quality control and reliability standards of components and subsystems that go into military and commercial aircraft have like use in energy and power production such as industrial gas turbines, nuclear power plants and undersea drilling platforms. Industrial automation, facilities
security and environmental control are also markets for our companies. We cover
two dozen of the most prominent large, mid- and small-cap aerospace/defense
firms. This enables broad and comprehensive coverage of the U.S. aerospace/defense industry which has no peer elsewhere in the world. World-class investors seeking best-of-breed companies selling technology-rich products globally with minimal international competition, the Airbus-Boeing duopoly the sole exception, would find the JSA Research perspective broader and more strategic than the competition.
Company Reports and appropriate Report Updates covering our most
attractive investment ideas.
These include discussions of the factors leading to attractive investment
situations, supported by the most definitive annual and quarterly financial
models available. Our financial models feature five years each of historical and
forecast data and the last and current years of quarterly data, including
comprehensive income statements, balance sheets, cash flow analyses, and
detailed revenue and profit source breakdowns. We emphasize long-term investment
outlooks—typically one- to three-year return-on-investment horizons. We always
have a completely current full report on each of the companies we follow.
We provide complete reports
and report updates on the companies we follow, which are distributed to clients
initially via e-mail and subsequently through Research Library on this websiite. Morning Notes
E-mails providing timely appraisals of events we expect will influence
earnings expectations, stock prices ratings, and investment decisions. Such
events include earnings surprises and warnings, announced restructurings, major
contract awards, divestitures and acquisitions. Industry Overview Reports
These reports include analyses of market trends, forecasting airliner, general aviation, gas turbine engine, and defense markets. These reports provide the basis for our company growth forecasts.
Now in an election year where the voters’ decision will determine whether defense budgets grow or decline, and coming off an unusual period of financial market turbulence virtually unscathed as of yet, the Aerospace/Defense industry has demonstrated sustained growth but stands at a threshold for the future. This sector remains highly dynamic and is intertwined with the many industrial and infrastructure stocks that have notably outpaced the broad stock market the past year. The fluctuations in defense budgets as well as airliner fleet replacements and shifts in corporate business travel suggest many potential investment opportunities in the months and years ahead.
Here are sample reports: (Click HERE if you do not have Acrobat Reader)
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