Cubic Corp (fka CUB)

[DewDiligence]

The institutional portfolio I manage owns CUB. I like the tie-in of CUB's mass-transit business with The Global Demographic Tailwind. The company also has buyout vig insofar as the founders/officers are older than sin and may be inclined to sell. Regards, Dew

[Tuff-Stuff]

I saw that contract earlier, are you vested in this one, or just following for now?

[DewDiligence]

Another story in the same vein: #msg-58110339.

[DewDiligence]

Beijing Tackles Clogged Streets (good for CUB): #msg-57987139.

[DewDiligence]

CUB receives $26M defense contact:

http://finance.yahoo.com/news/Cubic-Receives-26-Million-iw-4208345750.html?x=0&.v=1

This contract is part of a JV with RTN and LMT.

[DewDiligence]

FY2010 results: #msg-57633462

[DewDiligence]

This can never break 40... Give me a reason why I should hold and not sell the next time this hits 40...

I don’t focus unduly on the day-to-day trading. I think CUB is a good holding because the valuation is reasonable, the company is the world leader in mass transit, and mass transit is a major beneficiary of The Global Demographic Tailwind. (See, for instance, the story in #msg-53690679.)

Moreover, the company’s executive officers are very old, which suggests that they might be inclined to sell the company to some conglomerate at a nice premium.

[Homelands]

Have about 6000 shares...

That have been left to me...

This can never break 40...

Give me a reason why I should hold and not sell the next time this hits 40...

TIA

GLTA

[DewDiligence]

Cubic posts record FY3Q10 results: #msg-53598437.

[DewDiligence]

Stories like this one are bullish for CUB: #msg-53481095.