Hamilton: Your Best Cyber Security Stock Plays
Although, we are the sure the private industry will provide great innovation to deal with the cyber threat, the government will clearly be driving the bus, at least in terms of money and strategy, most effectively through partnerships. As we’ve pointed out before there are many tertiary plays, but we focus on pure plays and our intention in this report was to highlight how to play cyber security. We consider the names we cover, KEYW and BA the exceptions, pure plays as most of what they do is “cyber” and most directly to the Federal Government who will be cutting checks for these initiatives going forward.
CNBC's Code Wars: America's Cyber Threat premieres Thursday, May 26th 9p | 10p | 12a | 1a ET
Hamilton joined EarlyBirdCapital in August 2010, bringing nearly two decades of Wall Street experience. Prior to EarlyBirdCapital, Alex worked as a Senior Analyst and was the Director of research at the investment banking boutique, Jesup & Lamont, where he was instrumental in building out the firm’s institutional presence and guiding the tone of research. He was also selected for The Wall Street Journal’s “Best on the Street” analyst survey in 2010, 2009 and 2008 for his coverage of the aerospace/defense sector.
Prior to his boutique experience, Alex worked on the Institutional Investor-ranked team focused on North American and European aerospace and defense equities at both Credit Suisse and Morgan Stanley. He is frequently quoted in the press and regularly appears on Bloomberg, Business News Network (BNN),CNBC and Fox Business News and speaks frequently on topical aerospace/defense issues. He earned his B.A. in Economics from Brandeis University and he is a member of the National Defense Industrial Association.