[OT] Defense / homeland-security stocks
>I remember you had an interest in the homeland-security area? With the Senate bill passing recently to increase funding to port/cargo/airport detection + security, I was wondering if you had any investment ideas in that sector? So far I've been looking at American Science/Engineering, Analogic, and OSI Systems. Any other ideas, or perhaps some Israeli stocks in that area?<
Actually, I’m considering taking profits on ESLT, the Israeli defense company that is my third largest stock holding. I’m up 70% in 16 months, which is due as much to the surging shares in “emerging markets,” as is it to the success of ESLT’s businesses.
If I start a new position in the defense/homeland-security area, it will likely be AVAV, a 2006 IPO that is cheap and looks like a buyout candidate at some point down the line. Regards, Dew
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