Overlooked Alpha

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This Defense Contractor May Have 50% Upside

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This Defense Contractor May Have 50% Upside

A nine-month-old merger is being treated as if it never happened.

Vince Martin
Apr 2, 2023
∙ Paid
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⚡ Highlights:

  • V2X stock is being treated like its predecessor Vectrus, yet after a massive merger this is a sharply-improved business.

  • 20%-30% upside seems easy to achieve. New contract growth and deleveraging suggest even larger gains ahead.

  • Defensive stocks with conservative valuations are tough to find in this market, but both apply to V2X.

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