INVESTING IN THE FIGHT AGAINST TERRORISM:
4 Stocks that Help to Provide either a Sword or a Shield Against Terrorism.
By Amanda Jones, Esq.
As a Portfolio Manager I am constantly interpreting how world events will impact on holdings and potential holdings in our portfolios. Usually in the aftermath of terrorist events the markets trend lower, facing reduced spending in multiple industries. The markets didn’t reflect that trend following the recent Paris attacks, the high alert in Belgium, or even the downing of a Russian plane by Turkey. Some commentators posit that we are ‘getting used to’ these types of events. We at PAS, believe that civilized, freedom loving people will not tolerate aggression from evil factions who wish to extinguish our way of life. One way individuals can and should choose to fight terrorism is by investing in companies that are developing technology and weapons to fight terrorism. The following public companies, are working on that goal and protecting the safety of our citizens locally and abroad, while providing investors with an attractive investment opportunity.
FLIR Systems FLIR : Flir Systems boasts that it is the world leader in Thermal Imaging Software. This Company is as ‘James Bond’ as it gets. Thermal imaging camera systems allow constant monitoring of a target even in low light or hazy conditions. Their technology is also used to provide infrared signatures which are valuable for vehicle, design and camouflage systems. The
technology is also used for ‘laser designation’, utilizing a laser beam to mark a target for precision guided munitions. Trading currently at about $30, it is in the middle of it’s 52 week range. They also have a very low debt-to-equity ratio of .22.
ManTech International MANT : ManTech provides cyber security to government and other industries. It also is a leader in information technology for the healthcare industry. While earnings missed estimates in the most recent quarter due to the pull-out from Afghanistan, it has a strong pipeline of contract awards which they project will lead to mid-single digit growth next year. The stock is trading at about $33 which is in the middle of it’s 52 week range. ManTech has an extremely low debt-to-equity ratio and has increased it’s net operating cash by close to 15% as compared to
the same quarter last year, which far exceeds the industry average cash flow growth rate.
NICE Systems Ltd. NICE :NICE is a global software company that provides solutions for the prevention of financial crimes and fraud, and for security and public safety. It operates in three segments: Customer Interactions Solutions, Security Solutions and Financial Crime and Compliance Solutions. It does this by capturing various types of data from multiple sources and analyzes it in real time. It’s solutions capture interactions and transactions from multiple sources, including telephones, closed-circuit television (CCTV) video feed, emergency services radio communications, e-mail, chat and social media, among others. Financially the Company has no Debt. The stock is trading at about 62 which is below it’s 52 Week high of 68.38. The net income increased by 431.5% when compared to the same quarter one year ago.
Boeing Co. BA : BOEING, has five segments: Commercial Airplanes, Boeing Military Aircraft, Network & Space Systems, Global Services & Support and Boeing Capital. The Commercial Airplanes segment develops, produces and markets commercial jet aircraft and provides related support services. The military segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike. This stock is an excellent Core holding. With a backlog of orders they should be at full productions for many years to come. In addition reductions is fuel prices has enabled airlines to have increased capital for acquiring new airplanes. The stock is trading at about $148, which is about $10 below it’s 52 week high providing a buying opportunity.
These are just a small sample of terrorism fighting equities with an attractive price for investment. At PAS, we can structure and manage your investment portfolios to reflect constantly changing conditions and take advantage of opportunities as they arise. Please contact us for a complementary portfolio review and analysis.
Amanda Jones, Esq. is an Attorney and Financial Advisor at Personal Asset Strategies, Inc. with offices in Westbury, NY, Short Hills, NJ and Boca Raton, FL. Please contact Amanda if you have any personal finance questions or questions about your investments. (516)248-8811.