February 2018

Part II: Top Ten Stories

February 27, 2018 Brad Eddins 0

In olden days, a glimpse of stocking Was looked on as something shocking. But now, God knows, Anything goes. ~ Cole Porter CULTURE Make a […]

Part I: Top Ten Stories

February 27, 2018 Catherine Austin Fitts 4

“The world has gone mad today And good’s bad today, And black’s white today, And days night today, And that gent today, You gave a […]

Space in the Movies

February 7, 2018 Catherine Austin Fitts 1

“I’ve always wanted to do a space movie.” ~Danny Boyle SPACE EXPLORATION 2001: A SPACE ODYSSEY (1968) It is amazing how this 1960’s movie has […]

Company	Headquarters	Ticker / Exchange	Industry / Sector	Solari Classification	Market Cap ($M)	LTM Revenue ($M)	LTM Net Income ($M)	Trailing P/E	Forward P/E	Dividend Yield	YTD Return	1-Year Return	3-Year Return	5-Year Return	10-Year Return
Aerojet Rocketdyne Holdings, Inc.	Segundo, CA	AJRD / NYSE	Industrials / Aerospace & Defense	Rockets and Launch Support	2,250	1,880	-9	32.1X	25.0X	NA	-4.6%	30.2%	12.7%	17.8%	12.3%
Airbus Group SE	Leiden, Netherlands	AIR / Paris	Industrials / Aerospace & Defense	Rockets and Satellites	90,670	81,256	3,496	27.5X	21.7X	1.58%	20.0%	48.5%	20.4%	18.5%	18.4%
Arconic	New York, NY	ARNC / NYSE	Industrials / Diversified Industrials	Materials and Parts Provider	10,612	12,960	-130	NM	14.7X	1.09%	-19.1%	-14.9%	NA	NA	NA
Astrotech Corp	Austin, TX	ASTC / NASDAQ	Industrials / Aerospace & Defense	Space Based R&D	9	1	-12	NM	NM	NA	-32.2%	-62.5%	-47.3%	-10.7%	-0.1%
BAE Systems Plc	Farnborough, UK	BA / London	Industrials / Aerospace & Defense	Spacecraft Components	27,223	25,526	1,190	18.6X	14.4X	3.52%	11.8%	-3.5%	2.7%	13.1%	4.1%
Ball Corp	Broomfield, CO	BLL / NYSE	Consumer Cyclical / Packaging & Containers	Satellites and Components	14,078	10,980	374	27.5X	17.0X	1.00%	6.4%	9.1%	3.3%	11.9%	12.2%
The Boeing Company	Chicago, IL	BA / NYSE	Industrials / Aerospace & Defense	Rockets and Satellites	193,232	93,390	8,190	25.8X	23.3X	1.81%	12.2%	84.0%	32.3%	30.9%	15.7%
CACI International	Arlington, VA	CACI / NYSE	Technology / Info Tech Services	Custom Software & Mission Support	3,862	4,400	269	14.9X	15.9X	NA	18.5%	31.2%	20.7%	22.5%	12.5%
CGI Group Inc.	Montreal, Canada	GIB / NYSE	Technology / Info Tech Services	Custom Software & Mission Support	16,551	10,990	1,040	19.1X	17.7X	NA	5.8%	22.0%	8.0%	16.8%	17.6%
Ducommun Inc	Santa Ana, CA	DCO / NYSE	Industrials / Aerospace & Defense	Spacecraft Components	347	558	20	14.7X	32.6X	NA	7.6%	1.9%	-1.6%	6.6%	0.9%
EchoStar Corporation	Englewood, CO	SATS / NASDAQ	Technology / Communication Equipment	Satellite Communications	5,104	1,890	394	14.4X	15.0X	NA	-11.2%	-8.6%	1.4%	6.3%	6.0%
Eutelsat Communications	Paris, France	ETL / Paris	Technology / Communication Equipment	Satellite Communications	5,014	1,728	385	12.9X	12.2X	6.68%	-5.1%	-1.0%	-9.2%	NA	NA
General Dynamics Corp	Falls Church, VA	GD / NYSE	Industrials / Aerospace & Defense	Satellite Communications	66,179	30,970	2,910	23.7X	19.9X	1.55%	10.0%	17.5%	20.0%	26.9%	10.7%
General Electric Co	Boston, MA	GE / NYSE	Industrials / Diversified Industrials	Rockets and Satellites	127,474	122,090	-6,220	28.5X	15.1X	4.90%	-15.2%	-47.9%	-13.6%	-2.9%	-3.7%
Harris Corp	Melbourne, FL	HRS / NYSE	Technology / Communication Equipment	Multiple Categories	19,569	5,980	516	32.6X	21.0X	1.36%	16.8%	49.6%	28.3%	32.0%	13.2%
Hexcel Corp	Stamford, CT	HXL / NYSE	Industrials / Aerospace & Defense	Materials and Parts Provider	6,057	1,970	284	21.2X	22.4X	0.72%	9.4%	30.6%	11.1%	17.7%	12.0%
Honeywell International Inc	Morris Plains, NJ	HON / NYSE	Industrials / Diversified Industrials	Multiple Categories	109,963	40,530	1,660	62.6X	18.5X	1.92%	-3.5%	15.6%	14.9%	16.3%	10.6%
IHI Corporation	Tokyo, Japan	7013 / Tokyo	Industrials / Diversified Industrials	Rockets and Satellites	5,067	14,455	222	24.8X	14.2X	0.81%	-3.0%	-2.3%	-10.7%	NA	NA
Indra Sistemas SA ADR	Madrid, Spain	IDR / Madrid	Technology / Software - Application	Custom Software & Mission Support	2,370	3,664	154	16.2X	17.3X	NA	-1.3%	-2.5%	4.4%	2.6%	NA
Inmarsat Plc	London, UK	ISAT / London	Communication Svcs / Telecom Services	Satellite Communications	2,341	1,400	182	12.0X	13.6X	6.49%	-20.6%	-49.1%	-22.6%	-6.3%	NA
Intelsat	Luxembourg	I / NYSE	Communication Svcs / Telecom Services	Satellite Communications	1,236	2,150	-180	NM	NM	NA	167.8%	-5.6%	-13.3%	NA	NA
Iridium Communications	McLean, VA	IRDM / NASDAQ	Communication Svcs / Telecom Services	Satellite Communications	1,398	448	218	7.3X	8.4X	NA	8.5%	26.7%	6.3%	13.7%	3.5%
Jacobs Engineering Group Inc	Dallas, TX	JEC / NYSE	Industrials / Engineering & Construction	Engineering & Testing Services	8,371	10,220	232	31.4X	14.9X	1.02%	-10.2%	9.2%	8.9%	2.9%	-3.7%
Kratos Defense & Security Solutions Inc	San Diego, CA	KTOS / NASDAQ	Industrials / Security & Protection Svcs	Multiple Categories	1,150	752	-43	NM	67.1X	NA	4.9%	44.1%	25.4%	17.6%	-4.4%
L3 Technologies Inc	New York, NY	LLL / NYSE	Industrials / Aerospace & Defense	Spacecraft Components	16,193	9,570	677	22.7X	21.6X	1.47%	5.0%	23.4%	20.4%	21.7%	7.3%
Leonardo SpA	Rome, Italy	LDO / Milan	Industrials / Aerospace & Defense	Satellites and Components	6,807	14,028	333	14.7X	15.4X	NA	-0.8%	-24.9%	-2.1%	18.7%	NA
Lockheed Martin Corp	Bethesda, MD	LMT / NYSE	Industrials / Aerospace & Defense	Multiple Categories	96,177	51,050	2,000	54.0X	21.7X	2.27%	5.4%	24.6%	22.3%	30.4%	13.6%
Loral Space & Communications Inc	New York, NY	LORL / NASDAQ	Technology / Communication Equipment	Satellite Communications	1,228		134	9.2X	NM	NA	-9.9%	4.6%	-17.0%	-8.1%	14.5%
Maxar Technologies Ltd.	Westminster, CO	MAXR / Toronto	Technology / Communication Equipment	Multiple Categories	2,552	1,630	100	14.6X	9.9X	2.54%	-27.6%	-15.3%	-13.7%	-1.9%	5.0%
Mitsubishi Heavy Industries Ltd	Tokyo, Japan	7011 / Tokyo	Industrials / Diversified Industrials	Rockets and Launch Support	13,298	38,408	1,131	10.9X	14.5X	1.40%	2.8%	-4.0%	-10.4%	-8.9%	NA
Moog Inc	New York, NY	MOG.A / NYSE	Industrials / Aerospace & Defense	Spacecraft Components	2,980	2,540	112	27.4X	19.3X	NA	-4.1%	19.4%	4.4%	12.9%	6.4%
Northrop Grumman Corp	Falls Church, VA	NOC / NYSE	Industrials / Aerospace & Defense	Multiple Categories	59,556	25,800	2,020	31.1X	21.8X	1.20%	11.6%	38.7%	29.6%	37.1%	17.8%
Oceaneering International Inc	Houston, TX	OII / NYSE	Energy / Oil & Gas Equipment Svcs	Robotics and Automation	2,030	1,920	166	12.0X	NA	1.46%	-2.6%	-19.0%	-25.0%	-17.9%	-2.5%
OHB SE	Bremen, Germany	OHB / Frankfurt	Industrials / Aerospace & Defense	Rockets and Satellites	922	1,046	34	30.4X	NA	0.84%	6.5%	168.6%	28.3%	NA	NA
ORBCOMM Inc	Rochelle Park, NJ	ORBC / NASDAQ	Communication Svcs / Telecom Services	Satellite Communications	709	254	-61	NM	NM	NA	-11.0%	-6.6%	14.2%	15.5%	4.5%
Orbital ATK Inc	Dulles, VA	OA / NYSE	Industrials / Aerospace & Defense	Rockets and Satellites	7,642	4,760	310	24.9X	19.6X	0.97%	0.8%	35.5%	23.0%	24.4%	7.2%
QinetiQ Group Plc	Farnborough, UK	QQ / London	Industrials / Aerospace & Defense	Engineering & Testing Services	1,787	1,128	192	10.2X	13.4X	2.56%	2.4%	-11.0%	2.5%	4.0%	NA
Raytheon Co	Waltham, MA	RTN / NYSE	Industrials / Aerospace & Defense	Rockets and Satellites	62,852	25,350	2,020	32.9X	22.5X	1.49%	17.4%	42.3%	28.1%	32.0%	13.8%
Safran SA	Paris, France	SAF / Paris	Industrials / Aerospace & Defense	Rockets and Satellites	47,793	20,445	3,270	8.8X	20.4X	0.84%	6.5%	34.1%	15.2%	19.4%	NA
SES SA	Luxembourg	SESG / Paris	Consumer Cyclical / Broadcasting - TV	Satellite Communications	8,120	2,477	725	9.6X	15.7X	11.55%	-10.8%	-44.0%	-23.5%	-6.8%	3.0%
Teledyne Technologies Inc	Thousand Oaks, CA	TDY / NYSE	Technology / Scientific & Technical Instruments	Engineering & Testing Services	6,960	2,600	227	31.8X	14.6X	NA	7.6%	47.9%	21.6%	21.0%	12.8%
Thales Group	Neuilly-sur-Seine, France	HO / Paris	Industrials / Aerospace & Defense	Satellites and Components	27,037	19,223	1,195	25.0X	19.9X	1.47%	26.9%	25.2%	31.8%	25.0%	NA
Trimble	Sunnyvale, CA	TRMB / NASDAQ	Technology / Scientific & Technical Instruments	Global Positioning	8,845	2,650	121	75.5X	20.7X	NA	-12.5%	11.0%	11.9%	4.9%	9.7%
United Technologies Corp	Farmington, CT	UTX / NYSE	Industrials / Aerospace & Defense	Spacecraft Components	97,691	59,840	4,550	21.7X	17.3X	2.26%	-3.7%	7.3%	3.8%	7.9%	7.0%