Chris Mecray
Chris Mecray
aerospace aircraft both budgets business coming commercial continue couple course defense expected explosive government last next orders picking side strong summer
The money's coming from both side of the business. You have commercial aerospace with explosive growth. The commercial aircraft orders have been exceptionally strong over the course of the summer and also on the defense side of the business where government budgets have been picking up in the last couple of years and are not expected to continue to pick up through the next administration.
assuming cents goes hurt
I think it's going to hurt them by around 15-to-20 cents a share, assuming it goes on to the end of the quarter.
benefits clearly improves people powerful
It improves competitiveness overall. The more people that participate, the more powerful it becomes. It clearly benefits the buyers.
areas ask business cash chance conference couple defense demand expect flows focus heading including increasing investor issues key launch morning satellite side space strategic talk transport turnaround
They have still issues with demand on a couple of key areas of their business including the space launch side, the satellite manufacturing side and demand for some of their defense transport products. I'm heading over to an investor conference this morning where I expect them to talk about the turnaround in progress. They will focus on the increasing cash flows and I think we'll get a chance to ask them about some of those strategic issues.
assume bad clearly democrats hard reason specific supported supporting vocal
I don't think there's a whole lot at stake. The Republicans are clearly more vocal about supporting defense, more vocal about specific issues. But there's no reason to assume the Democrats are bad for defense. It's not supported by hard facts.