ADP is high on my radar, I've just been waiting for the right entry point after missing out last year. I have been slowly DCAing into INTU. I am hoping for an upward pop soon. I have not looked too closely at BAH, sounds like its similar to ACN, but interesting that the quality score for BAH is much higher. Thanks for these updates!
You got it! I initiated a new position in INTU a few weeks ago and I’ve been slowly adding more. I’ve held ADP for a long time and I actually added to it recently. BAH is new stock in my radar that I plan on reviewing in more detail. Its initial quality score and report card look attractive.
BAH is getting hit right now on DOGE and DoD spending concerns. I wrote an article covering this sub-industry for government service contractors in the context of Amentum (AMTM). There are threats from PLTR and Anduril (private) but I believe the industry is being oversold right now. More like sell now and ask questions later.
Nice article. I commented about BAH on your article thread. You can also see my write-ups on Amentum (AMTM) for more context around names like BAH in the defense service contractor industry.
ADP is high on my radar, I've just been waiting for the right entry point after missing out last year. I have been slowly DCAing into INTU. I am hoping for an upward pop soon. I have not looked too closely at BAH, sounds like its similar to ACN, but interesting that the quality score for BAH is much higher. Thanks for these updates!
You got it! I initiated a new position in INTU a few weeks ago and I’ve been slowly adding more. I’ve held ADP for a long time and I actually added to it recently. BAH is new stock in my radar that I plan on reviewing in more detail. Its initial quality score and report card look attractive.
BAH is getting hit right now on DOGE and DoD spending concerns. I wrote an article covering this sub-industry for government service contractors in the context of Amentum (AMTM). There are threats from PLTR and Anduril (private) but I believe the industry is being oversold right now. More like sell now and ask questions later.
Nice article. I commented about BAH on your article thread. You can also see my write-ups on Amentum (AMTM) for more context around names like BAH in the defense service contractor industry.
https://www.safeharborstocks.com/p/amentum-decoding-the-backlog-decline