Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (59869)9/30/2017 10:07:06 AM
From: E_K_S   of 61067
Will run these through the GN model to see if any are undervalued on that metric. I had owned GV along w/ STRL but sold all those last year. There was mentioned that one of the infrastructure projects is/was the upgrade of airports especially the avionics/radar and traffic control tracking technology. I suspect there are one or more specialized electronic companies and/or project/contractor integrators/operators that may get contract work.

My large company for electric/utility integrator is ABB but it is not undervalued from my view. I have raised my target buy price from $17/share to $22/share (based on some GE assets they bought) but am still 10% too low. I may just have to step up and pay market price for a starter position.

There are also some companies that use technology sensors/monitoring in bridges and now maybe roads to track real-time the structure (also used to monitor traffic). Companies like these may/could see their products designed into new infrastructure projects. Will need to drill down deeper here and see who's working on such things.

CMTL is one I own that manufactures and deploys Home Land Security technology that includes 911 transceivers and satellite GPS tracking projects. Stock has done quite well but getting fairly valued. They now have large backlogs of projects (book-to-bill >1.0) all gov contracts with more in the works. They are still quite small so it may be worth looking to see if they have other partners/suppliers they use for completing these contracts.

The opportunity to me are the small cap companies in this sector since any new large gov contracts will be large enough to move the needle so finding them is/will be the hard part.

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