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Boeing

Ticker: BA
Recommendation: BUY, $90 Target

Boeing is a leading aerospace company and the largest manufacturer of commercial jetliners and military aircraft combined. Additionally, BA designs and manufactures rotorcraft, electronic and defense systems, missiles, satellites, launch vehicles and advanced information and communication systems. The company also provides numerous military and commercial airline support services.

Hamilton says that cyber is a small component of BA’s overall business, but a focus nonetheless, especially with the recent acquisition of Argon ST (completed August 2010). Management estimates that cyber activities account for about $1 billion in revenue.

"Clearly we do not consider BA a cyber pure play, but is a significant player in cyber none-the-less, within our universe of coverage," Hamilton says.