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: $116.30 LLL Score: -13.65

Diversified Defense and HLS accounts; C4ISR, C2 of UAS

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Member Avatar afewgoodstocks11 (28.87) Submitted: 11/22/2013 1:18:38 PM : Outperform Start Price: $69.95 LLL Score: +17.77

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

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Member Avatar rossnr3 (62.56) Submitted: 6/18/2013 9:17:52 AM : Underperform Start Price: $84.26 LLL Score: -7.30

Cuts in defense spending.

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Member Avatar quintts (< 20) Submitted: 2/5/2013 9:23:45 AM : Underperform Start Price: $72.02 LLL Score: -17.66

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: $71.89 LLL Score: +17.91

Graham + Big Brother

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Member Avatar izzy2020 (70.13) Submitted: 8/10/2012 9:28:26 PM : Underperform Start Price: $66.34 LLL Score: -21.32

they suck

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Member Avatar JBouchard (88.75) Submitted: 4/20/2012 8:22:22 AM : Outperform Start Price: $65.40 LLL Score: +21.34

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: $64.06 LLL Score: +22.87

FDL1

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Member Avatar IlanBigfoot (92.76) Submitted: 10/24/2011 10:44:57 AM : Outperform Start Price: $64.80 LLL Score: +7.55

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 (79.81) Submitted: 9/21/2011 4:46:42 PM : Outperform Start Price: $54.85 LLL Score: +21.25

buy on dip

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Member Avatar kenjotto (76.09) Submitted: 6/22/2011 6:25:58 PM : Outperform Start Price: $78.41 LLL Score: -18.59

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 (99.43) Submitted: 6/22/2011 4:25:46 PM : Outperform Start Price: $78.41 LLL Score: -18.59

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 (99.59) Submitted: 6/7/2011 1:25:34 PM : Outperform Start Price: $73.69 LLL Score: -6.66

Babo

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Member Avatar tcoss (23.96) Submitted: 4/28/2011 10:23:48 PM : Outperform Start Price: $73.77 LLL Score: +0.36

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 (45.22) Submitted: 4/25/2011 5:39:19 PM : Outperform Start Price: $72.35 LLL Score: +0.94

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: $72.27 LLL Score: -0.59

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: $70.58 LLL Score: -1.79

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

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Member Avatar TMFRisingStars (< 20) Submitted: 1/6/2011 1:13:04 PM : Outperform Start Price: $67.54 LLL Score: +3.59

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 (23.63) Submitted: 1/2/2011 1:38:33 AM : Outperform Start Price: $64.19 LLL Score: +11.30

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 (41.74) Submitted: 11/30/2010 8:59:07 AM : Outperform Start Price: $63.91 LLL Score: +0.43

The new contract with KAF will bring more profits

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