Thursday, December 10, 2015

AAR Corp.: Further Downside Risk, $AIR, #earnings, #in

*Today's war requires less troops on the ground in favor of smaller special missions
*Defense spending decreasing, Afghanistan positions decreasing, and US's general global presence likely to shrink over time
*Company selling assets likely as a response to operational deleverage


Many of us may remember what it was like growing up during the Cold War, an era when there was an obsession with the specter of nuclear proliferation. While there is still concern about weapons of mass destruction, terror groups are proving that it doesn't take massively powerful weapons or armies to cause destruction. Unfortunately, significant damage can be done through new strategies using unconventional standards. Large scale forces of troops are becoming somewhat obsolete.
With the United States government already decreasing its military footprint around the world, loosely organized terror groups are creating even more of an incentive to scale back on military spending, since their fighting style is significantly different. This has strained defense supply...
Chaim Siegel has been working with hedge funds and mutual funds as an analyst and PM his entire career. Chaim specializes in earnings and predicts, analyzes and reacts to earnings and earnings events as well as developing current company stories with a hedge fund perspective. If you want his analysis real time sign up to the right for real time email alerts. 

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