Topics covered: Unmanned systems, System acquisition, Stocks to worry about, Stock recommendations, Outlook for suppliers, Order flow outlook, Opportunities for margin expansion, OE cycle outlook, Non-lethal weapons, Navy demands for new ships, MRAP and MRAP II, M&A activity in aerospace, Light attack vehicles (LAV) demand, Increased Iraqi purchases of military equipment, Higher fuel and maintenance costs, Healthy cash flows and balance sheets, Geopolitical events and defense companies, Emerging markets demand, Effects of a new administration, Defense IT companies, Defense funding outlook, Congressional sentiment, Concerns about global recession, Commercial aerospace companies, Ballistic missile defense programs, Air-to-air tanker replacement
