Topics covered: Professional Security Equipment, Increased Commercial Aircraft Production Rate, Heightened M&A Activity, Growth Opportunities in Data Security, Future Growth and Market Share Gains, Emerging Markets Penetration, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: Cubic Corporation (NYSE:CUB), Esterline Technologies Corporation (NYSE:ESL), B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Precision Castparts Corporation (NYSE:PCP), Orbital Sciences Corporation (NYSE:ORB), Mercury Systems Inc (NASDAQ:MRCY), Lockheed Martin Corporation (NYSE:LMT), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), General Dynamics Corporation (NYSE:GD), Curtiss-Wright Corporation (NYSE:CW), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), United Technologies Corporation (NYSE:UTX), Tyco International plc (NYSE:TYC), 3M Company (NYSE:MMM), Illinois Tool Works Inc. (NYSE:ITW), Danaher Corporation (NYSE:DHR), Carlisle Companies Incorporated (NYSE:CSL), Crane Company (NYSE:CR)
