L-3 Communications Holdings, Inc. (NYSE:LLL)

CAPS Rating: 4 out of 5

The Company is a prime system contractor in aircraft modernization and maintenance, Command, Control, Communications, Intelligence, Surveillance and Reconnaissance systems and government services. Also supplies high technology products and systems.

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Member Avatar mt2climb2010 (< 20) Submitted: 3/30/2014 7:30:32 PM : Outperform Start Price: $117.57 LLL Score: +0.28

Diversified Defense and HLS accounts; C4ISR, C2 of UAS

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Member Avatar afewgoodstocks11 (33.96) Submitted: 11/22/2013 1:18:38 PM : Outperform Start Price: $70.71 LLL Score: +38.47

Div. (Yield) $2.20 (2.2%)
Current Yield 3.09%

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Member Avatar rossnr3 (69.97) Submitted: 6/18/2013 9:17:52 AM : Underperform Start Price: $85.18 LLL Score: -24.93

Cuts in defense spending.

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Member Avatar quintts (< 20) Submitted: 2/5/2013 9:23:45 AM : Underperform Start Price: $72.80 LLL Score: -37.74

Government contracts will shrink as cuts are imposed. Shorting this real life

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Member Avatar udyr (< 20) Submitted: 2/2/2013 9:55:13 PM : Outperform Start Price: $72.67 LLL Score: +38.02

Graham + Big Brother

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Member Avatar izzy2020 (58.77) Submitted: 8/10/2012 9:28:26 PM : Underperform Start Price: $67.06 LLL Score: -42.99

they suck

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Member Avatar JBouchard (94.80) Submitted: 4/20/2012 8:22:22 AM : Outperform Start Price: $66.11 LLL Score: +43.34

Long-term contratian pick. Current Graham price is $115 (based on $8.77 earnings and $67 book value), compared to current price below $70, so that's a 40% margin of safety. Get a nice $2 dividend every year (2.9% yield) while waiting.

Currently depressed because of military spending cuts in the U.S. and elsewhere, but this won't last forever so it seems like a good opportunity to add this while prices are depressed. Existing aircraft will still need to be maintained and upgraded.

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Member Avatar recklessfier (< 20) Submitted: 3/8/2012 2:15:36 AM : Outperform Start Price: $64.76 LLL Score: +45.26

FDL1

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Member Avatar IlanBigfoot (90.72) Submitted: 10/24/2011 10:44:57 AM : Outperform Start Price: $65.50 LLL Score: +30.60

High yield strategy: TMFHighYield says to look for "high dividend payers from the S&P 500 from diverse sectors, relatively low debt, and a history of increasing dividend payments." This is my Industrial Goods pick.

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Member Avatar iksnamyzs (80.16) Submitted: 9/21/2011 4:46:42 PM : Outperform Start Price: $55.45 LLL Score: +47.73

buy on dip

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Member Avatar kenjotto (75.90) Submitted: 6/22/2011 6:25:58 PM : Outperform Start Price: $79.26 LLL Score: +1.96

LLL was a well run company with some impressive products and skills in the defense sector.

Now it's a well run company with impressive products and skills in the defense sector AND there's a historically successful activist fund pushing to unlock shareholder value. I'm in!

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Member Avatar TMFDeej (99.46) Submitted: 6/22/2011 4:25:46 PM : Outperform Start Price: $79.26 LLL Score: +1.96

Relational Investors just reported that it is now the largest shareholder of the defense contractor L-3. I have had success following this activist investor in the past. Most recently when it successfully pushed for the break-up of ITT.

To unlock value, Relational is pushing for a the sale or spin-off of business units that it believes are dragging down L-3's performance. This may include the sale of the company's low-margin, no growth government-services division and its aircraft-maintenance division.

Divesting these businesses would enable L-3 to focus its resources on growing its high-margin businesses, including such as electronic systems and surveillance / intelligence.

Deej

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Member Avatar srkenne264 (99.54) Submitted: 6/7/2011 1:25:34 PM : Outperform Start Price: $74.50 LLL Score: +14.41

Babo

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Member Avatar tcoss (48.45) Submitted: 4/28/2011 10:23:48 PM : Outperform Start Price: $74.57 LLL Score: +20.99

Good solid company with good growth rates. I don't really think it going to blow the S&P out of the water but will stay with it.

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Member Avatar lovesstocks2 (56.72) Submitted: 4/25/2011 5:39:19 PM : Outperform Start Price: $73.13 LLL Score: +21.93

This well run company is a steal at this price

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Member Avatar Spraggs (< 20) Submitted: 3/29/2011 9:08:58 PM : Outperform Start Price: $73.06 LLL Score: +20.52

Mission critical defense is the part of the budget that will grow, not shrink.

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Member Avatar JackBRich (< 20) Submitted: 1/23/2011 2:06:06 PM : Outperform Start Price: $71.35 LLL Score: +19.89

This important government defense contractor has the right stuff for the right time.

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Member Avatar TMFRisingStars (32.31) Submitted: 1/6/2011 1:13:04 PM : Outperform Start Price: $68.27 LLL Score: +25.92

Here's the rec:
http://www.fool.com/investing/value/2011/01/05/rising-stars-buy-cheap-defense-stocks.aspx?source=ihpsitota0000001&lidx=8

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Member Avatar jimpiccard (32.41) Submitted: 1/2/2011 1:38:33 AM : Outperform Start Price: $64.88 LLL Score: +34.35

More flexible a defense stock than most; can make money off of mod'ing legacy systems as well as being part of new ones.

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Member Avatar AGCAPS1 (44.11) Submitted: 11/30/2010 8:59:07 AM : Outperform Start Price: $64.61 LLL Score: +24.24

The new contract with KAF will bring more profits

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