Bill Loomis
Bill Loomis (wrloomis@stifel.com) is a managing director at Stifel Nicolaus. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation or needs of individual investors. For additional information and current disclosures for the companies discussed herein, go to the research page at www.stifel.com.
COMMENTARY
Federal IT and professional services stocks lag the market despite some signs of longer term optimism.
COMMENTARY
With the economy still shaky and the 2012 elections still to get through, contractors can expect the uncertainty about the flow of spending to continue until at least 2013.
COMMENTARY
A frenzy of contract activity is expected in the last quarter, but will it carry over into 2012?
COMMENTARY
Current conditions in the federal market might scare some investors, but a long-term view shows the government is still a good bet.
COMMENTARY
A bearish outlook seems to have been factored into federal IT stock prices, writes Bill Loomis of Stifel Nicolaus.
COMMENTARY
In an effort to accelerate growth in the future, some companies in the IT and professional services market are increasing their investments in this difficult period at the expense of earnings, writes Bill Loomis of Stifel Nicolaus.
Federal IT services firms are optimistic about business later in the year as contract award activity improves in areas such as cybersecurity, health IT and C4ISR.
COMMENTARY
Investors are concerned about declining revenues from companies supporting the war efforts, says Bill Loomis, a managing director at Stifel Nicolaus.
The administration’s mandate to bring more work in-house will substantially change the acquisition status quo.
Despite a recent dip in contract activity, IT and professional services companies expect their revenues to bounce back next year.