Cai Rumohr Cash Quotations

Spinning it off kind of just gives the problems to your shareholders, and a joint venture really doesn't do much for you. The optimal plan would be to sell it and use the cash to reduce debt.

Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.

Profits were good, cash was great, and the guidance was good.

This is sort of an ongoing dialogue, but for the moment investors are pleased with these numbers, given where their head was. Profits were good, cash was great, and the guidance was good.

They're going to get good points for that. But I think the issue is that Harry had done enough good things in terms of commercial (aircraft) marketing and cash redeployment that it will be difficult to maintain that momentum in this transitional period.