11 ordspråk av Myles Walton

Myles Walton

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 Fourth-quarter earnings per share were about in line with consensus. Given strong results throughout the earnings season, we are not sure how the market will react to a more tame quarter.

 It was certainly empowering for labor.

 It's a disappointing quarter, ... The delivery guidance in '05 is down on the strike delays and they didn't move up their forecast for next year.

 It's a disappointing quarter. The delivery guidance in '05 is down on the strike delays and they didn't move up their forecast for next year.

 Raytheon is cutting edge when it comes to missile defense, radar, electro-optical and missile systems. They are near the top of the industry in terms of sales growth. Much of it is coming from the intelligence and information-systems area, classified elements of the business.

 Strong results across the board are the story with Lockheed's third-quarter results, with every business in line with [or] to better than expected,

 Strong results across the board are the story with Lockheed's third-quarter results, with every business in line with [or] to better than expected.

 The fourth quarter easily beat estimates. Despite a delayed Department of Defense budget, backlog showed no signs of weakness.

 The odds are far in Boeing's favor, but at the same time it's a program that's really been tainted from an ethical standpoint,

 We are feeling a bit of sticker shock, at 1.3 times sales.

 We don't expect the move by Pratt to go unanswered and it could open the door for more ... competition that would cannibalize Pratt's own spare parts business.



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