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Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.


Cai Von Rumohr

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Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momen...
CAI RUMOHR Given that we are still in early 2006, the 2007 guidance is likely to be conservative with higher-th...
JOSEPH CAMPBELL The overall momentum in construction remains solid. We expect this pattern to continue, with public ...
BRIAN BETHUNE There is short-term upside potential, as commercial aerospace stocks tend to perform well before the...
GEORGE SHAPIRO The quarterly results are very, very good. Profitability at Chrysler and Commercial Vehicles is conv...
ARNDT ELLINGHORST In addition to the vehicles currently known, the holy grail of commercial spaceflight remains a sing...
DYLAN TAYLOR Because of their high yields and stable cash flows, utilities are defensive stocks. But with deregul...
DAVID KIEFER We made some plays ... and we played solid defense.
JASON MILLER Good earnings never hurt the market, and some of the results from the companies that reported yester...
BARRY RITHOLTZ We are going overweight in Japanese stocks, which have a strong momentum and solid fundamentals.
TOSHIHIRO WADA That includes all passengers, vehicles, trains and trucks and excludes all other commercial vehicles...
BAYAN JABR There is no bird flu in commercial stocks.
MICHAEL MANN Our defense was solid except for the lapse right after our goal against Illinois State. Our veterans...
JANET RAYFIELD We expect strong defense aftermarket revenues combined with some renewed interest in business jet tr...
LAWRENCE BOSSIDY The studios are very much business. Maybe it was always that way. It is really commercial now. Judgm...
DIANNE WIEST Boeing is a turnaround. They've taken care of a lot of glitches and now both the commercial and defe...
CHARLES PRADILLA Dillon has played very solid defense for us, we've just got to get him on track at the plate. We've ...
DAVE MOATES We deem this a positive for the stock given that media stocks are now primarily viewed as value stoc...
BENJAMIN SWINBURNE Boeing Commercial Airplanes is healthy and competitive. We have tremendous momentum in the market an...
ALAN MULALLY We played solid defense in the first half. The girls are playing very well together and we got very ...
GENE CONSTANTINO The increase in commercial crude (stocks) came as a surprise.
NAOHIRO NIIMURA Although we are on track with our expected results for personal auto and small commercial, our expec...
BOB DICKEY Erica got us off to a good start in that first quarter. We had very balanced scoring again and our d...
ANDREA GORSKI Hip-hop is very commercial and is very open to commercial messages.
LUCIAN JAMES [The information-warfare strategy will be detailed in a defense plan called] OPLAN 3600 ... unpreced...
EDWARD ANDERSON This transaction puts together a focused, broad-based aerospace company with extraordinary capabilit...
HARRY STONECIPHER The problem for state television is that it hasn't been able to find a place, and nor can it, betwee...
BOB GREGORY We have a very unique fruit cone and seed collection that we're trying to increase. We do consulting...
ARTHUR TUCKER The momentum has been reversed from the upside to the downside, and so they are capitalized on that ...
BERNADETTE MURPHY We found considerable evidence that the (Department of Defense) has not yet learned how to be an ast...
ELEANOR HILL There are companies that are paying for vulnerabilities, and with the commercial acquisition of vuln...
DEAN TURNER Government has to embrace the concept of incentives in driving the market for the cleanest vehicles....
CHRISTOPHER MACGOWAN The defense aroma present in the truth,makes it defensive in nature,but lie lacks the defense aroma,...
DAVID ATTA (A.K.A DAVIED ATTLARS & MR DAIN) The commercial segment produced the best results,
JOHN CHAMBERS We were playing defense a lot in those two losses. Our defense has sharpened up, our slides are alwa...
ALEX WILLIAMS Sentiment remains fragile... We are still waiting for signs that companies are rebuilding margins an...
VALERIE PLAGNOL The momentum is very much on the side of domestic equities, and these are ideal market conditions fo...
JAMES HOLT We're delivering solid profitability while maintaining lean channel inventories in a weak economic e...
FRED ANDERSON Between now and August, the satellite radio companies are in a lull period. I don't see upside surpr...
TOM WATTS What we now call modern photography was influenced by commercial photography. But not all (modern ar...
LEE BRUMBAUGH It is commonplace for private counsel to retain commercial investigative services to perform legal a...
ROBERT BENNETT Our defense is better than it's been in a while. We're solid at every position.
JOANNE GRAF The key tonight was special teams, we got some big plays on special teams because Graham did a great...
GREG MANCE Converting and packaging are natural markets for commercial printers,
FRANK ROMANO Our defense businesses are hitting on all cylinders, having consistently met or exceeded targets for...
DANIEL P. BURNHAM Using signaling theory, the conclusion has to be that managers of acquiring companies are using a hi...
CLIVE MCDONNELL The new competitive environment in light commercial vehicles has opened up a lot of opportunities fo...
BRIAN CARR In the United States, installed-base saturation is becoming an increasingly significant factor in de...
CHARLES SMULDERS The results have been encouraging. While the initiative is - for the time being - only for research,...
DR. OURIEL FAKTOR They are very helpful. Everything is improving. Our defense is improving, we have more technique, we...
KATIE COLEMAN We had a solid defense and our midfield was very good. I am very happy. But for me it is not really ...
JOSE MOURINHO I think we've been coming together in practice and we're really starting to click. We will see rathe...
BRAD HONEYCUTT We are very excited and honored to help Manx Telecom launch the first commercial HSDPA service in Eu...
ANDY WILLIAMS By Phase II, when drug developers begin to understand their brands' clinical and commercial strength...
JON HESS The girls are playing well, the defense is there and the pitching is there. The defense made the pla...
DAVE CHRISTMAN Take me to the height where success would seek my help to succeed!
I ARE All in all, a solid quarter, but with upside coming from expense control versus revenue upside, inve...
MICHAEL HECHT When we're playing well, we're usually on the run. If we can rebound and play solid defense, things ...
DAVE PERO While used for commercial operation, the slot machines pose great attraction, especially to teenager...
ZHANG GUANGQI Everybody contributed. The pitching was solid, the defense made some big plays and the offense reall...
DAVE HEISE The record results for the third quarter once again demonstrate the ability of GE's diverse mix of l...
JACK WELCH I've just done a commercial in the U.S. in which I talk about stocks, shares and bonds. Everyone is ...
ANNA KOURNIKOVA I feel I've prepared as well as I possibly can. The thing about Miami's defense, they are very aggre...
DREW WEATHERFORD It's (the defensive scheme) going to give every player on the defense an opportunity to make plays, ...
CLANCY PENDERGAST Expectations are set high for Kyle. He is undoubtedly one of the best athletes in the MAC. Kyle shou...
JOE FOLEK Overall, we had a very solid game, and played tight defense. This was a big win for us.
JIM MURPHY While hard work remains ahead of us, our efforts are starting to show results.
DOUGLAS HURD Our broad base of businesses continued to deliver solid results in the first quarter.
BRIAN FERGUSON Volkswagen has made a strategic decision to expand in the area of heavy commercial vehicles, in line...
FERDINAND PIECH We had some solid defense in the back. Our defense is learning to play as a group.
OLAF KIRSTEN It doesn't matter whether funding comes from a dedicated budget or from R&D. The trend is to remove ...
ELIO EVANGELISTA I think there's a feeling that with the discontinuation of the commercial charge next month there wi...
BILL BOYNTON I think there's a feeling that with the discontinuation of the commercial charge next month there wi...
BILL BOYNTON Chinese economic growth remains solid and steady, and we continue to expect mildly slower but still ...
GRACE NG We are making the strategic choice to establish two financially strong and independent companies tha...
RICHARD MCGINN The superb quarterly results are indicative of the company's ability to deliver on its strategy of p...
IAN TELFER We are seeing good income growth and consistently good job growth, so the consumer remains in relati...
GERALD ZUKOWSKI Drafting for the 3-4 defense is difficult. It's a process of relearning some of the defensive techni...
BILL REES Very few editors worry about heresy - their goals are much too commercial, thank goodness.
CHELSEA QUINN YARBRO Every company has certain problems. They're not in good shape, but thanks to Audi at Volkswagen, and...
JUERGEN PIEPER We've seen upside in all the railroad stocks over the next year, ... remains the cheapest railroad i...
JAMES VALENTINE Commercial shackles are generally unjust, oppressive, and impolitic.
JAMES MADISON It was a good weekend for us with our pitching and defense being very solid and we were very aggress...
DALE LORTZ Tampon commercial, detergent commercial, maxi pad commercial, windex commercial - you'd think all wo...
GILLIAN FLYNN We're very pleased with our Q4 results. We're investing aggressively in our business and scaling rap...
GEORGE REYES I have always made commercial music. The people who vote for the Grammy nominees are mostly in their...
AL WALSER It's part of it. To me, shortstop, the defensive part is very, very important. And that won't be ove...
JOE GIRARDI Young children are uniquely vulnerable to commercial persuasion.
DALE KUNKEL His reputation as a defensive player was very, very high. People would say, 'He can't shoot, but, ma...
JOE RUKLICK Coaches are usually defensive minded anyway. I've always built the defense starting with the middle ...
GARY CAMPBELL The defense bill should be about delivering equipment and support to our troops. Instead, it is bein...
DAVID OBEY I think we should view rentals as commercial businesses. They are using our services without paying ...
ALLEN BURRUS The impact of capital markets wasn't all negative, and they saw solid improvement in credit quality ...
DIANE GLOSSMAN In the wake of Sept. 11 and its severe impacts on commercial aviation, United Technologies turned in...
DAVID GEORGE Most bands are commercial enterprises. But I'm not in one of those bands.
DAVID JOHANSEN It is not commercial success but originality and proof of autonomy which are admired.
ANGELA PHILLIPS I am very proud of the progress the Company has made both operationally and financially over the las...
CRAIG ROGERSON We are, in effect, that commercial manifestation of Web services,
PATRICK GRADY But that area is already designated for commercial use, and that is where we suggested a lot of the ...
BRYAN TURNER That was a great defensive effort, because Wyoming is a very good team. They set so many screens and...
DON FLANAGAN

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CARL VON CLAUSEWITZ The political object is the goal, war is the means of reaching it, and the means can never be consid...
CARL VON CLAUSEWITZ Principles and rules are intended to provide a thinking man with a frame of reference.
CARL VON CLAUSEWITZ Freedom exists only with power.
FRIEDRICH VON SCHILLER Fresh activity is the only means of overcoming adversity.
JOHANN VON GOETHE Before you can do something you must first be something.
JOHANN VON GOETHE How shall we learn to know ourselves? By reflection? Never; but only through action. Strive to do th...
JOHANN VON GOETHE The deed is everything, the glory is naught.
JOHANN VON GOETHE Then indecision brings its own delays, And days are lost lamenting o'er lost days. Are you in earnes...
JOHANN VON GOETHE Thinking is easy, acting is difficult, and to put one's thoughts into action is the most difficult t...
JOHANN VON GOETHE When all is said the greatest action is to limit and isolate one's self.
JOHANN VON GOETHE Every uneducated person is a caricature of himself.
FRIEDRICH VON SCHLEGEL Death is a commingling of eternity with time; in the death of a good man, eternity is seen looking t...
JOHANN VON GOETHE A useless life is an early death.
JOHANN VON GOETHE A critic is a reader who ruminates. Thus, he should have more than one stomach.
FRIEDRICH VON SCHLEGEL There is only one greater folly than that of the fool who says in his heart there is no God, and tha...
OTTO VON BISMARCK