Buy ($175)
Topics covered: Upgrading armor, Troop reduction in Iraq, Transformation of the military, surveillance and reconnaissance (ISR), Supplemental funding, Supplemental Emergency Bill, Stock recommendations, Stock picks among small and mid-cap companies, Shortage of skilled classified employees, Rumsfeld's changes at DoD, Replacement of military equipment for Iraqi forces, Replacement of hardware weaponry, Protection of the tactical wheeled vehicle fleet, Private equity money and IPOs, Pickup in M&A activity, Perimeter port and border security, Outlook for government IT spending, Outlook for government IT, Niche-oriented companies, Need for defense lobbying, Modernization of older platforms, Missile defense, Investor interest, Intelligence, Industry consolidation, Impact of US withdrawal from Iraq, Impact of the Quadrennial Defense Review, Impact of QDR, Impact of lobbying on defense, FY 2007 Defense Budget, Force reallocation of the services, Focus on intelligence, Electronics versus heavy equipment, Cutting costs out of the DoD budget, Consumables and force protection
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