Kratos Defense & Security Solutions, Inc.

Company Details:

Company Symbol: KTOS
Sector: Defense Information Technology
Company Rating:
URL: http://www.kratosdefense.com

Related Research

  • 04/03/17 Update B. Riley & Co. April Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE
  • 03/29/17 Morning Note B. Riley AM Note: AMC, FNJN, IMAX, INTC, KTOS, LGF, MCS, RGC, SANW (initiation), WYY
  • 03/23/17 Morning Note B. Riley AM Note: AOSL, AVGO, BV, DHXB (initiation), EVLV, GDDY, INTC, KTOS, MRVL, SWKS; Internet (ABTL, TRUE)
  • 03/17/17 Morning Note B. Riley AM Note: AMRK (resuming coverage), ARTX, AXTI (downgrade), FINL, GSM, LLNW, NKE, NMRX, PFSW, RDI, SCVL; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE), Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/17/17 Update B. Riley & Co. Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE
  • 03/02/17 Update B. Riley & Co. March Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE
  • 02/28/17 Desk Report B. Riley AM Note: AEO, AMC, CTSO, HEAR, ISIL (discontinuation), KTOS, MEI, MRVL, NTRI, PODD, SRI, STMP, SUP, TRUE; Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR), The Weiser Consumer (AVP, FLWS, JAKK, MAT, NWL, PBH)
  • 02/28/17 Update KTOS ($8.76, Buy; $11.00 PT): KTOS Beats, Looks to Expand Tactical Unmanned Combat Aircraft Manufacturing Footprint Outside of California; Raising PT from $9.00 to $11.00
  • 02/24/17 Morning Note B. Riley AM Note: AMAT, AMSWA, CNK, IDCC, IMAX, JAKK, KEM, KLAC, KTOS, LFGR, LRCX, MCS, NCMI, SENS, STMP, WMAR
  • 02/24/17 Update KTOS ($8.51, Buy; $9.00 PT): Earnings Preview: Increasing FY ‘17/’18 Projections to Reflect Budgetary Tailwinds; See Upside with Continued Unmanned Combat Systems Success
  • 02/01/17 Update B. Riley & Co. February Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE
  • 01/25/17 Update B. Riley & Co. Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE
  • 01/03/17 Update B. Riley & Co. January Focus List Update: BV, DKS, FLEX, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE
  • 01/03/17 Morning Note B. Riley AM Note: AKAM, BOOT (upgrade), GSM, IMAX, SPCB, TUP, VVI; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Focus List (BV, DKS, FLEX, GSM, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE), Internet (AKAM, LLNW, TRUE, WEB), Media (EVLV, RDI, RLH)
  • 12/22/16 Morning Note B. Riley AM Note: ABTL, ACLS, AMAT, CAMP, CKEC (discontinuation), FINL (downgrade), FORM, KTOS, LLNW, LRCX, MAT; Retail Apparel (downgrades: KIRK, SSI, ZUMZ)
  • 12/05/16 Morning Note B. Riley AM Note: CTS, DTSI (discontinuation), GCO, III, IMAX, KTOS, OXM; Exhibitors (AMC, CKEC, CNK, IMAX, MCS, RDI, RGC)
  • 12/05/16 Update KTOS ($7.94, Buy; $9.00 PT): Refreshing Model to Reflect $80MM Equity Raise as KTOS Targets $800MM Revenue and $80MM EBITDA before Potential Unmanned Combat Systems Upside
  • 12/01/16 Update B. Riley & Co. December Focus List Update: BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE
  • 12/01/16 Morning Note B. Riley AM Note: AEO, BV, GES, IVAC, MCHP, MRVL, SANM, SMTC, TLYS, TYPE; December Focus List (BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE)
  • 11/28/16 Update B. Riley & Co. Focus List Update: BV, DKS, FLEX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE, VVI
  • 11/10/16 Update B. Riley & Co. Focus List Update: BV, DKS, FLEX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TLYS, TNAV, TRUE, VVI
  • 11/04/16 Update B. Riley & Co. Focus List Update: BV, DKS, FLEX, KTOS, LITE, MEI, MRVL, PBH, PFSW, TIVO, TLYS, TNAV, TRUE, VVI
  • 11/03/16 Update KTOS ($5.43, Buy; $9.00 PT): Tops Q3 Projections, Lifts Revenue Guidance; Continues to Invest in Tactical Unmanned Systems Initiatives
  • 11/03/16 Morning Note B. Riley AM Note: ACLS, AMRK, ARC, ARTX, AVGO, BCOV, BLKB, CBR, CLRO, DMRC, EXAR, FLWS, GDDY, HDSN, HSKA, III, IL, JAKK, KE, KTOS, MRVL, NCMI, NMRX, ROG, RUBI, SKX (downgrade), TACT, TST, VIVE (initiation), WEYS, XOXO, YELP, ZUMZ
  • 11/01/16 Update B. Riley & Co. November Focus List Update: ABTL, BV, DKS, FLEX, KTOS, LITE, MEI, MRVL, PBH, PFSW, TIVO, TLYS, TNAV, VVI
  • 10/28/16 Morning Note B. Riley AM Note: AMAT, AVGO, BC, CL, COLM, COHU, CSGP, DECK, DHX, FLEX, FORM, GOOGL, HSKA, IDCC, KTOS, LITE, MCS, NLS, NTCT, OCLR, OSIS, PCTI, PFSW, PLXS, PRGX, PRMW, RGC, SIMO, SPCB, SRI, SQNS, TNAV, TST, TUES, TYL, VVI; The Weiser Consumer
  • 10/28/16 Update KTOS ($5.71, Buy; $9.00 PT): Earnings Preview: KTOS Spirals toward Success with Satellites and Unmanned Systems Strategy; Landmark UTAP-22 Win with DIUx
  • 10/17/16 Morning Note B. Riley AM Note: HCHC, KTOS, OSIS, TUP, WDFC; Semiconductors (INTC, ISIL, LLTC, MXIM), Semi. Cap. Equipment (ASML, KLAC, LRCX, UTEK)
  • 10/03/16 Update B. Riley & Co. October Focus List Update: ABTL, BV, DKS, KTOS, LITE, MEI, MRVL, PBH, PFSW, SANM, TIVO, TNAV, VVI
  • 10/03/16 Morning Note B. Riley AM Note: JAKK, JCP, LGF; October Focus List Update (ABTL, BV, DKS, KTOS, LITE, MEI, MRVL, PBH, PFSW, SANM, TIVO, TNAV, VVI)
  • 09/22/16 Morning Note B. Riley AM Note: AMAT, BCOV, COTY, FNJN, HEAR, JBL, KTOS, NLST (initiation), PBH, PCMI, TIVO
  • 09/13/16 Morning Note B. Riley AM Note: ABTL, FARM, ISIL, JBL, KTOS, NVDA, OSIS, PII, PRGO; Semiconductors (AOSL, AVGO, INTC, ISIL,MRVL, NVDA, SWKS)
  • 09/01/16 Update B. Riley & Co. September Focus List Update: ABTL, BV, DKS, JCP, KTOS, LITE, MEI, MRVL, PBH, ROVI, TACT, TNAV, VVI
  • 08/25/16 Morning Note B. Riley AM Note: AMAT, AVGO, CBR, EGHT, FORM, GES, GSM, KTOS, LRCX, SIMO, SMTC, SWKS, TLYS, TNAV; The Weiser Consumer (COTY, EL, PRGO)
  • 08/11/16 Update B. Riley & Co. August Focus List Update: ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 08/11/16 Morning Note B. Riley AM Note: AMAT, AOSL (upgrade), ASML, IEC, KLAC, LOV, LRCX, RELY, RTEC, STMP; Retail Apparel (AEO, GES, JCP, KIRK, TLYS, TUES); Focus List (ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 08/05/16 Update KTOS ($4.55, Buy; $9.00 PT): KTOS Beats with $168MM Revenue, $13MM EBITDA; No Word on Asset Sales but Stakes Base Business Path to $800MM Revenue, $80MM EBITDA
  • 08/05/16 Morning Note B. Riley AM Note: ABTL, CBR, CSOD, CVU, DCO, DMD, EMKR, FTD, HEAR, IDSY, IEC, III, IMMR, ITI, KE, KTOS, KW, LGF, LIOX, MRVL, MWW, NMRX, NVDA, PBH, PFSW, REIS, TACT, TREC, TROX, TRUE, UEIC; Internet (APPS, NAME, YELP), Optical Components (IPHI, LITE, NPTN)
  • 08/03/16 Update KTOS ($4.39, Buy; $9.00 PT): Earnings Preview: LCASD Win Boosts Tactical Combat Drone Aspirations; Non-core Asset Sales Could Reduce Leverage and Reposition KTOS as Growth Business
  • 08/03/16 Morning Note B. Riley AM Note: ACLS, ARC, AVP, BLKB, CALD, CARB, FORM, GUID, HDSN, IDCC, IIVI, IMAX, KTOS, LOV, MEI, OCLR, PCTI, PRMW, RLH, RUBI, SHOO, SRI, SUP, TACT, TNAV, TREC
  • 08/01/16 Update B. Riley & Co. August Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 07/18/16 Morning Note B. Riley AM Note: KTOS, NAME, TRUE; Semiconductors (INTC, MXIM, ON, SWKS), Semi. Cap. Equipment (ASML, CAMT, UTEK)
  • 07/12/16 Morning Note B. Riley AM Note: AOSL, INTC, ISIL, KTOS, MRVL, NVDA, ON, RELY, RLH, RTEC, SKX, SQNS; Boardsports (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WWW)
  • 07/01/16 Desk Report B. Riley & Co. July Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 06/24/16 Morning Note B. Riley AM Note: AMSWA, JCP, MEI, P, ROG; Focus List Update (ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 06/24/16 Update B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 06/16/16 Update B. Riley AM Note: AMC, COTY, EXAR, JBL, JCP, KTOS, MRVL, VVI
  • 06/13/16 Desk Report B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, PBH, ROVI, TACT, TNAV, VVI
  • 06/01/16 Update B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, NTRI, ROVI, TACT, TNAV, VVI
  • 05/13/16 Update B. Riley & Co. May Focus List Update: ABTL, BV, CHKE, DKS, ISIL, KTOS, LITE, MCFT, NTRI, ROVI, TACT, TNAV, VVI
  • 05/05/16 Update KTOS ($5.33, Buy; $9.00 PT): Q1 Light as KTOS Affirms FY ’16 Guidance; Wins 2nd Tactical UAS Program and Remains in Hot Pursuit of Further Unmanned Success
  • 05/05/16 Morning Note B. Riley AM Note: ACW, AOSL, CLX, CSOD, DTSI, EL, EMKR, GDDY, HDSN, III, KE, KLIC, KTOS, LITE, MBUU, MCHP, NCMI, NSSC, OCLR, PCOM, PFSW, SPA, SRI, TACT, TST, VSAT, WEYS, XOXO, ZUMZ
  • 05/04/16 Update B. Riley & Co. May Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI
  • 05/02/16 Update KTOS ($5.31, Buy; $9.00 PT): Earnings Preview: Target Programs Promise Growth, Topped with Increasingly Likely Tactical Unmanned Success
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)
  • 04/01/16 Update B. Riley & Co. April Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV,
  • 04/01/16 Morning Note B. Riley AM Note: CKEC, FC, MRVL, MXIM, ROVI, SLAB, SWKS, VPG; April Focus List Update (ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI)
  • 03/28/16 Morning Note B. Riley AM Note: AMC, CKEC, FINL, HEAR, KTOS, OUTR, ROVI, SIX, TIVO; Optical Components (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/11/16 Morning Note B. Riley AM Note: ABTL, CBR, CLRO, DSW, EVOL, FNSR, FTD, III, KTOS, PFSW, SYRX, ZUMZ
  • 03/11/16 Update KTOS ($3.68, Buy; $9.00 PT): Strong Shipments Carry Top-line Q4 Beat; Target Programs Bake in Long-term Growth, with Tactical Unmanned Success Offering Icing on the Cake
  • 03/07/16 Update KTOS ($3.87, Buy; $9.00 PT): Earnings Preview: Target Programs Ramp Bakes in Long-term Growth, UTAP-22 Offers Icing on the Cake
  • 03/07/16 Morning Note B. Riley AM Note: AKAM, HSKA, IDCC, KTOS, PRMW, PSUN, SWKS, TST
  • 03/02/16 Morning Note B. Riley AM Note: ABTL, AEO, BV, DMD, KTOS, KW, LOV, MRVL, NPTN, PRGX, RCKY, REIS, SSI, TIVO, TRUE, VVI; The Weiser Consumer (EL, JAKK, KMB, NTRI, PBH, PG, TUP)
  • 03/01/16 Desk Report B. Riley & Co. March Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI
  • 02/25/16 Update B. Riley & Co. February Focus List Update: ABTL, CHKE, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TNAV
  • 02/23/16 Update B. Riley & Co. February Focus List Update: ABTL, BV, CHKE, IMAX, ISIL, KTOS, LITE, NTRI, TNAV
  • 02/22/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, IMAX, ISIL, KTOS, LITE, NTRI, RUBI, TNAV
  • 02/12/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, FLWS, IMAX, ISIL, KTOS, LITE, RUBI, TNAV
  • 02/05/16 Update B. Riley & Co. February Focus List: BV, CHKE, FLWS, IMAX, ISIL, KTOS, LITE, MWW, RUBI, TNAV
  • 02/04/16 Morning Note B. Riley AM Note: AOSL, ARTX, BRKS, DHX, EXAR, FARM, GIG, IVAC, KLIC, KTOS, MCHP, SLAB, SPA, STMP, SUP, ZUMZ
  • 02/01/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, EMKR, FLWS, IMAX, ISIL, KTOS, MMW, RUBI, TNAV
  • 01/25/16 Update B. Riley & Co. January Focus List Update: CHKE, DMRC, EMKR, FLWS, GUID, IMAX, ISIL, KTOS, MMW, RUBI
  • 01/22/16 Morning Note B. Riley AM Note: AVP, EGHT, IIVI, KTOS, MXIM, PLXS, UFAB
  • 01/19/16 Morning Note B. Riley AM Note: FTD, KTOS, PLXS, SWKS; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, OUTR, RLD, RNWK, RGC, TIVO), Internet (GOOGL, NAME, WEB)
  • 01/04/16 Morning Note B. Riley AM Note: ACW, BOOT, COLM, DECK, DWA, IMAX, RCKY, SRI, UA, VFC, WWW; Box Office, January Focus List Update (CHKE, DMRC, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI)
  • 01/04/16 Update B. Riley & Co. January Focus List: CHKE, DMRC, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI
  • 11/13/15 Update B. Riley & Co. November Focus List Update: CHKE, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI, SRI
  • 11/09/15 Update B. Riley & Co. November Focus List Update: CHKE, EMKR, FTD, GUID, ISIL, KTOS, MWW, RLD, RUBI, SRI
  • 11/06/15 Morning Note B. Riley AM Note: ABTL, AOSL, BRKS, CALD, CNK, COTY, CROX, CVU, DMD, DWA, EMKR, EXAR, FARM, GSM, KE, KTOS, KW, LITE, NVDA, PBH, PLXS, RELY, RNWK, STMP, SWKS, TACT, TROX, TRUE, UEIC; Internet (APPS, NAME)
  • 11/06/15 Update KTOS ($5.01, Buy; $9.00 PT): UTAP-22 Flies; Gremlins, LCAST Awards Loom; KTOS at Unmanned Systems Crossroads
  • 11/03/15 Morning Note B. Riley AM Note: ACW, AMC, CKEC, COTY, EL, ELNK, FC, FN, GUID, HEAR, IVAC, KTOS, NLS, P, PBH, RTEC, TROX, TST, VIAV
  • 11/03/15 Update KTOS ($5.11, Buy; $9.00 PT): Earnings Preview: Two-year Budget Clears Field for New Unmanned Systems Opportunities
  • 11/02/15 Update B. Riley & Co. November Focus List: CHKE, EMKR, GUID, ISIL, KTOS, MWW, NTRI, RLD, RUBI, SRI
  • 10/27/15 Morning Note B. Riley AM Note: AFOP, AXTI, BLKB, BRCM, CSGP, GPX, JAKK, KTOS, MRVL, MWW, NTCT, NTRI, PLXS, PRMW, REIS, RLD, ROG, SWKS
  • 10/02/15 Morning Note B. Riley AM Note: ABTL, CAMP, CLX, EVOL, JAKK, LOV, ROG, SNDK, TYL; October Focus List (CHKE, EMKR, GUID, ISIL, KTOS, MWW, NTRI, RLD, RUBI, SRI), Hardlines (AMZN, BBY, CONN, EBAY, GME, HGG, NILE, ODP, OSTK, PYPL, SPLS)
  • 10/02/15 Update B. Riley & Co. October Focus List: CHKE, EMKR, GUID, ISIL, KTOS, MWW, NTRI, RLD, RUBI, SRI
  • 09/18/15 Update B. Riley AM Notes: FLWS, FN, GIG, IMAX, IPAR, JAKK, KTOS, MCS, TXN, WYY
  • 09/14/15 Morning Note B. Riley & Co. AM Note: ARTX, COTY, FLWS, FTD, KTOS, MRVL, SPCB; Media & Entrtnmt (AMC, CKEC, CNK, IMAX, MCS, RLD, RGC); Optical Cmp (AFOP, CIEN, FN, FNSR, LITE, NPTN, OCLR); Mitch’s Brdspt (DECK, NKE, VFC); Mitch’s Shoe (COLM, CROX, DECK, RCKY, VFC, WWW)
  • 09/03/15 Morning Note B. Riley AM Note: DTSI, FINL, KTOS, NSSC
  • 09/01/15 Morning Note B. Riley & Co. AM Note: BV, CIEN, RLD, RUBI, TIVO; September Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 09/01/15 Update B. Riley & Co. September Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 08/25/15 Morning Note B. Riley AM Note: AMSWA, GES, GIG, GME, KTOS, RNWK, TLYS, TNAV, XCRA; B. Riley Silicon Valley Tech Tour Preview
  • 08/20/15 Morning Note AM Note: AEO, FL, KTOS, RLD, SMTC, SPLS; Magic and Platform Trade Show (SKX, SHOO, VNCE)
  • 08/07/15 Morning Note B. Riley & Co. Morning Notes: ABTL, BRKS, CLRO, CNK, CSOD, CVU, DMD, HEAR, HGG, III, KTOS, MPAA, NCMI, NPTN, NVDA, OSTK, PLNR, RELY, SBH, STMP, TREC, TST, TRUE, UEIC, VSAT, WYY, XOXO
  • 08/07/15 Update KTOS ($5.64, Buy; $9.00 PT): KTOS Posts Strong Q2 Results; Expecting Continued Sequential Growth in 2H ’15; $265MM Defense Electronics Sale Likely Closes This Month
  • 08/06/15 Morning Note Morning Notes: BRCM, CVU, DCO, FL, FTD, IEC, KTOS, LIOX, LOV, MRVL, NEWP, NILE, NPTN, OCLR, PCOM, PFSW, PRGO, RDNT, REMY, RLD, RNWK, SUP, TROX, ZUMZ
  • 08/06/15 Earnings Preview KTOS ($5.44, Buy; $9.00 PT): Earnings Preview: Poised to Close Electronics Assets Sale, Delever Balance Sheet in Q3; Model Reset with Discontinued Operations
  • 08/03/15 Morning Note B. Riley & Co. Morning Notes: BC, BOOT, CNK, CVU, EMKR, IIVI, LOV, NEWP, NWL, OCLR, ODP, PCTI, PG, PII, PRGO, PRMW, RNWK; August Focus List (CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI), Semiconductors (EXAR, MCHP, NVDA), Semis & Cap Eqp (ACLS, BRKS, IVAC, KLIC, RTEC)
  • 08/03/15 Update B. Riley & Co. August Focus List: CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Morning Note Morning Notes: AVP, AXTI, BCOV, CALD, CL, COHR, COHU, COLM, CROX, CSGP, DECK, ELNK, EVOL, GPX, GUID, IMMR, KLAC, KTCC, LLNW, MTSN, MWW, NTCT, OUTR, PCCC, REIS, RGC, ROVI, SHOO, SRI, WMAR, WWWW; July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI