"As if through a glass and darkly
The age old strife I see
Where I fought in many guises, many names
But always me"
Gen. George Patton
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A board to discuss security, defense, aerospace, and related stocks -
SECURITY / CYBERSECURITY -
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ADT Corp (ADT) - Electronic security services (11 Bil)
Amdocs (DOX) - Communications related services (5 Bil) -------------------------------------(Israel)
Checkpoint Software (CHKP) - Software, hardware, and svs for IT security (10 Bil) ---(Israel)
ID Systems (IDSY) - Integrated wireless solutions (74 mil)
Mantech Intl (MANT) - National security, intelligence programs
Nice Systems (NICE) - Software for business security (2 Bil) ---------------------------------(Israel)
Radware (RDWR) - Network security solutions (700 mil) -------------------------------------- (Israel)
Sourcefire (FIRE) - Cybersecurity technologies (1.7 Bil) (acquired by Cisco 2013)
PRISON RELATED -
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CoreCivic(CXW) - Private prisons (Corrections Corp) (3.7 Bil)
GEO Corp (GEO) - Private prisons (1.9 Bil)
AEROSPACE + DEFENSE -
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Astronics (ATRO) - Products for the aerospace and defense industries
Cubic Corp (CUB) - Defense electronics, fare collection systems (1 Bil)
Elbit (ESLT) - Defense systems (Israel)
Erickson Air Crane (EAC) - Heavy-lift helicopters
Esterline Technology (ESL) - Products and systems for aerospace and defense
Heico (HEI) - Aerospace, defense, and electronic related products and svc
Hexcel (HXL) - Structural materials for aerospace, defense, and industrial
Kaman (KAMN) - Aerospace and industrial production, distribution
Lockheed Martin (LMT) - Aerospace, cybersecurity
Raytheon (RTN) - Defense, aerospace
Transdigm (TDG) - Aerospace components for commercial and military
Triumph Group (TGI) - Aerostructures, aircraft components
United Technologies (UTX) - Aerospace, diverse conglomerate
Woodward Governor (WWD) - Miltary and commercial control systems
FIREARMS -
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Smith & Wesson (SWHC) - Firearms (701 mil)
Sturm Ruger (RGR) - Firearms (428 mil)
Taser International (TASR) - Electronic taser control devices (465 mil)
MORE -
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AeroVironment (AVAV) - Unmanned aircraft, energy technology
American Science + Engineering (ASEI) - Xray inspection systems
Brekford (BFDI.OB) - Speed zone camera systems, other law enforcement related
CACI Intl (CACI) - Diverse technical services
Cintra/Ferrovial (FRRVY.PK) - Toll roads, airport/facility management (Spain)
Digital Globe (DGI) - High resolution satellite imaging
Flir Systems (FLIR) - Thermal imaging, infrared camera systems
General Payment Systems (GPSI)) - Fincl transaction + payment solns to the courts, probation, municipal police, healthcare, child support, educational, and public utilities (3 mil)
Pharmathene (PIP) - Countermeasures against biological and chemical weapons (76 mil)
ACQUIRED -
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Precision Castparts (PCP) - Components for aerospace, ships, submarines (Berk. Hathaway)