Hello SI.
I've been watching SWHC for awhile.
I'm expecting the company to show earnings, soon - given that the dust has settled on their acquisition spree, and that they got rid of non-core assets (perimeter defense company).
Firearms sales to individuals has looked strong last few years.
I do wonder a little bit about the M&P line - since that's targeted at:
- Military (likely cuts in defense spending in the future)
- Police (state and local government spending remains relatively weak)
It looks like SWHC is focusing on growing the M&P line - where I think I'd focus on the consumer market, which is relatively robust.
Anyone else thinking about this?
(I'm not holding SWHC) |
