SRA International, Inc. (SRX)
The Company is a provider of technology and strategic consulting services and solutions to clients in national security, civil government, and health care and public health.
Recs
This company appears to be severely mismanaged at the top. Its new CEO has taken down a product strategy that has further deteriorated earnings. Since he took over about 2 years, the stock price has fallen by almost 50%. He has taken a company that was once one of the most respected companies in the government-contracting sector to one of the least respected. It is not well diversified, in that the majority of the work they do is for the military and intelligence communities, arguably an early target for the incoming administration. Finally, I am not sure who heads up their M&A efforts, but I think they should consider a change here as well based on the limited acquisitions and the current performance of these acquisitions. Anybody who is seriously considering buying SRX should look at the track record of their CEO and their M&A department.
Recs
Just coming from its 52 week high this stock is an amazing value. Not only did it win a 108 million dollar contract recently, but it was also awarded 200 million on a purchase agreement from the environmental protection agency. If they keep this up, then their stock will be soon to follow.
Recs
Great company with great management. They will always be winning government contracts regardless of the political party in charge as they contract in health care, public health, civil government, as well as national security.
Recs
People panic because this isn't a Boeing in the industry, but given its earnings for its fiscal second quarter this stock is set to go up in the future.
Recs
Posted positive Earnings surprise recently. Good earning history.
Recs
This stock meets my criteria for a long-term buy: great management and a good price.
Recs
SRA is a mid size company which cannot grow to the size of Lockheed, Northrop, etc. It will need to be sold like all mid size companies selling to the government
Recs
outstanding contract not valued in share price
Recs
Hit it's low at 120. Smooth sailing for the rest of the year.
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Following Idaho
Recs
Fundamentals are good. Stock is crushed after lowering 2007 outlook. Much of the issue is result of continuing resolution with the congressional budget and late funding of contracts. Lots of free cash
Recs
Gov't Contractor, recent drop in price makes this an attractive buy. Checkout what they do and you'll realize that they're a great company with essential services. But there is competition, which will make this company improve themselves.
Recs
Hmmm, even if the Dems take over no lack of money problems in this direction
Recs
SRX is an extreme performance investing stock, that offers a plethora of consulting services across the spectrum, and, with the focus on outsourcing within the government these days, is postured to reap the benefits henceforth. In addition, SRX has been consistently acquiring niche companies that will ensure that the SRX market share will continue to increase. Moreover, this well led company is just starting to turn heads on the Street.
Recs
Solid mid-level IT company, ~1B in revenue. Will recover well from current technology sector downturn.

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