MWM
12 years ago
BAH Does Carlyle have a Booz Allen problem?
By Dan Primack June 12, 2013: 10:30 AM ET
Carlyle has made lots of money on Booz Allen, but the NSA scandal could tamp down future returns.
FORTUNE -- The Carlyle Group has gotten all sorts of unwanted attention this week, as majority shareholder of defense contractor Booz Allen Hamilton (BAH), where NSA leaker Edward Snowden worked before hopping a flight to Hong Kong.
For the uninitiated, Carlyle (CG) bought a majority stake in the company's government services business for around $2.5 billion in 2008 – via a complex transaction in which Booz Allen's commercial business was spun off into an independent entity now known as Booz & Co. Carlyle then took Booz Allen Hamilton public in 2010 at $17 per share.
Since then the stock has experienced a number of peaks and valleys, although it's never actually topped $20 per share. It was at $18.65 a couple of weeks ago, but is trading at just $16.65 per share as of this writing (including more than a 4% drop since Snowden identified himself).
At issue isn't so much Booz Allen's specific connection to Snowden, but rather that this episode could cause the government to reduce its epic reliance on outside contractors for intelligence work.
This is where things could get a bit dicey for Carlyle. The firm already has made back well more than its original $956 million equity investment via dividend recaps (it also provided some mezzanine capital), but it never sold any of its 98 million or so shares. Not in the IPO, nor in the intervening 31 months.
The firm's 70% position currently is valued at around $1.64 billion, or $120 million lower than it was at market close last Friday. And if the company actually does face a major loss of business, then the value would only go down from here.
Obviously that's all hypothetical and predicated on long-term behavioral changes caused by an event that's still less than a week old. But, if it comes true, then Carlyle may have wished it had already begun selling down a bit…
MWM
12 years ago
BAH Booz Allen Estimate Lowered by Susquehanna on Contract Risks
By Todd Shields & Nick Taborek - Jun 12, 2013 10:34 AM ET
Intelligence agencies may “freeze” certain Booz Allen Hamilton Holding Corp. projects while they review its handling of classified information after an employee revealed a secret U.S. electronic surveillance program, according to Susquehanna Financial Group.
“There is real contract risk” for Booz Allen, majority owned by the Washington-based private-equity firm Carlyle Group LP (CG), Susquehanna analyst James Friedman said in a note today. He dropped estimated earnings per share to $1.40 from $1.47 for the current fiscal year.
Booz Allen, based in McLean, Virginia, dropped 2.4 percent to $16.73 at 10:23 a.m. in New York trading after earlier declining as much as 3.7 percent.
The shares have fallen 6.8 percent since a former employee, Edward Snowden, over the weekend said he had provided journalists with secret documents describing U.S. surveillance programs.
Booz Allen yesterday said it had fired Snowden, 29, whom it employed as a technical assistant in Hawaii.
The company received 23 percent, or $1.3 billion, of its $5.76 billion in fiscal 2013 revenue from intelligence agencies, according to a regulatory filing.
Friedman’s reduced estimate reflects the possibility that contracts making up about 4 percent of the firm’s intelligence revenue may be put on hold pending a review, according to the note. The company will probably need to increase spending on compliance-related controls, Friedman wrote.
He maintained his “negative” rating on the stock, a view he has held since September 2011.
The leak investigation “does not immediately affect the ‘BB’ corporate credit rating on the company,” Standard & Poor’s said today in a statement.
James Fisher, a Booz Allen spokesman, didn’t immediately return a phone call seeking comment.
Penny Roger$
13 years ago
~ $BAH ~Multi chart fix and On the house shots of DD!! Version 3.2.3
~ Barchart: http://barchart.com/quotes/stocks/BAH?
~ OTC Markets: http://www.otcmarkets.com/stock/BAH/company-info
~ Google Finance: http://www.google.com/finance?q=BAH
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=BAH#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=BAH+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=BAH
Finviz: http://finviz.com/quote.ashx?t=BAH
~ BusyStock: http://busystock.com/i.php?s=BAH&v=2
~ CandlestickChart: http://www.candlestickchart.com/cgi/chart.cgi?symbol=BAH&exchange=US
~ Investorshub Trades: http://ih.advfn.com/p.php?pid=trades&symbol=BAH
~ Investorshub Board Search: http://investorshub.advfn.com/boards/getboards.aspx?searchstr=BAH
~ Investorshub PostStream Search: http://investorshub.advfn.com/boards/poststream.aspx?ticker=BAH
~ Investorshub Goodies Search: http://investorshub.advfn.com/boards/msgsearchbyboard.aspx?boardID=23420&srchyr=2011&SearchStr=BAH
~ Investorshub Message Search: http://investorshub.advfn.com/boards/msgsearch.aspx?SearchStr=BAH
~ MarketWatch: http://www.marketwatch.com/investing/stock/BAH/profile
~ E-Zone Chart: http://www.windchart.com/ezone/signals/?symbol=BAH
~ 5-Min Wind: http://www.windchart.com/stockta/analysis?symbol=BAH
~ 10-Min Wind: http://www.windchart.com/stockta/analysis?symbol=BAH&size=l&frequency=10&color=g
~ 30-Min Wind: http://www.windchart.com/stockta/analysis?symbol=BAH&size=l&frequency=30&color=g
~ 60-Min Wind: http://www.windchart.com/stockta/analysis?symbol=BAH&size=l&frequency=60&color=g
DTCC (PENSON/TDA) Check - (otc and pinks) - Note ~ I did not check for this chart blast. However, I try and help you to do so with the following links.
IHUB DTCC BOARD SEARCH #1 http://investorshub.advfn.com/boards/msgsearchbyboard.aspx?boardID=18682&srchyr=2011&SearchStr=BAH
IHUB DTCC BOARD SEARCH #2: http://investorshub.advfn.com/boards/msgsearchbyboard.aspx?boardID=14482&srchyr=2011&SearchStr=BAH
Check those searches for recent BAH mentions. If BAH is showing up on older posts and not on new posts found in link below, The DTCC issues may have been addressed and fixed. Always call the broker if your security turns up on any DTCC/PENSON list.
http://investorshub.advfn.com/boards/msgsearchbyboard.aspx?boardID=18682&srchyr=2011&SearchStr=Complete+list
For a cBAHnt list see the pinned threads at the top here ---> http://tinyurl.com/TWO-OLD-FARTS
Volume, MACD, ADX 3 EMA Par sar - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=8&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=2&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=16&lf=1&lf2=4&lf3=1024&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=25&y=5
RSI, Money Flow, Volume Accumulation, 3sma, Bollinger bands - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=8&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=2&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=4&maval=9&uf=8&lf=2&lf2=512&lf3=4096&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=36&y=14
Price Channel, Momentum, Volatility Slow, P/E Ratio - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=8&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=2&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=128&lf=65536&lf2=16384&lf3=16777216&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=28&y=15
Volume, MACD, ADX 3 EMA Par sar - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=6&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=16&lf=1&lf2=4&lf3=1024&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=39&y=17
RSI, Money Flow, Volume Accumulation, 3sma, Bollinger bands - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=6&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=4&maval=9&uf=8&lf=2&lf2=512&lf3=4096&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=35&y=12
Price Channel, Momentum, Volatility Slow, P/E Ratio - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=6&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=128&lf=65536&lf2=16384&lf3=16777216&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=23&y=19
Volume, MACD, ADX 3 EMA Par sar - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=18&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=8&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=16&lf=1&lf2=4&lf3=1024&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=38&y=6
RSI, Money Flow, Volume Accumulation, 3sma, Bollinger bands - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=18&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=8&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=4&maval=9&uf=8&lf=2&lf2=512&lf3=4096&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=30&y=11
Price Channel, Momentum, Volatility Slow, P/E Ratio - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=&symb=BAH&time=18&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=8&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=128&lf=65536&lf2=16384&lf3=16777216&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=35&y=14
Volume, MACD, ADX 3 EMA Par sar - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=3&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=7&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=16&lf=1&lf2=4&lf3=1024&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=39&y=14
RSI, Money Flow, Volume Accumulation, 3sma, Bollinger bands - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=3&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=7&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=4&maval=9&uf=8&lf=2&lf2=512&lf3=4096&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=20&y=16
Price Channel, Momentum, Volatility Slow, P/E Ratio - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=3&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=7&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=128&lf=65536&lf2=16384&lf3=16777216&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=46&y=6
Volume, MACD, ADX 3 EMA Par sar - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=1&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=6&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=16&lf=1&lf2=4&lf3=1024&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=42&y=20
RSI, Money Flow, Volume Accumulation, 3sma, Bollinger bands - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=1&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=6&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=4&maval=9&uf=8&lf=2&lf2=512&lf3=4096&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=36&y=11
Price Channel, Momentum, Volatility Slow, P/E Ratio - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=1&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=6&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=128&lf=65536&lf2=16384&lf3=16777216&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=46&y=11
Volume, MACD, ADX 3 EMA Par sar - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=1&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=9&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=16&lf=1&lf2=4&lf3=1024&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=31&y=14
RSI, Money Flow, Volume Accumulation, 3sma, Bollinger bands - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=1&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=9&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=4&maval=9&uf=8&lf=2&lf2=512&lf3=4096&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=23&y=15
Price Channel, Momentum, Volatility Slow, P/E Ratio - http://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=True&insttype=Stock&symb=BAH&time=1&startdate=1%2F4%2F1999&enddate=11%2F21%2F2011&freq=9&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=6&maval=9&uf=128&lf=65536&lf2=16384&lf3=16777216&type=4&style=380&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=11&x=22&y=15
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* If a symbol changes or adds a D, etc. Message me for an updated version.
Twitter: @MACDgyver ---> BAH <---
Penny Roger$
13 years ago
Booz Allen Hamilton Holding Corporation is a holding company. The Company is engaged in providing management and technology consulting services to the United States government in the defense, intelligence and civil markets. The Company offers four key capabilities, strategy and organization, analytics, technology and operations, across its clients. During the fiscal year ended March 31, 2011 (fiscal 2011), the Company derived 97% of its revenue from services provided to nearly 800 of the more than 1,300 client organizations across the United States government under more than 3,600 contracts and task orders. The Company supports its clients in addressing situations, such as combating global terrorism, improving cyber capabilities, transforming the healthcare system, improving efficiency and managing change within the government, and protecting the environment
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