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With the Pentagon only a few months into sequestration, analysts said they’re not surprised that defense contractors’ earnings are holding up. Many contracts are booked years in advance and it will take time, analysts cautioned, for the spending cuts to show up in companies’ bottom lines.
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But to make sure it drew the full attention of investors whohave insisted on better returns in the current climate, Oracleput an eye-popping new issue concession on the table when itfirst announced the deal.
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In September 2007, the federal government began updating therestrictions. But then came a pause that spanned the financialcrisis, the meltdown of auction-rate securities and bondinsurance, and turbulence in the variable-rate market, as wellas creation of new regulations on providing greater informationon municipal bonds.
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“We don’t see imminent catalysts for the shares as Ocado spends the next year getting Morrison online and next few years making its model more digestible for other partners,” the broker’s analysts said. “A buyout remains possible but Ocado may not be immediately on Amazon’s shopping list as it develops its own technology.”
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After entering the race late Sunday, Spitzer only has until Thursday night to collect the signatures of 3,750 Democrats to qualify for the Sept. 10 primary — and to do so under complicated procedures spelled out under election laws.
