Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Huntington Ingalls target raised to $150 at Stifel — Solid execution continues; Higher relative execution risk not in multiple (209.94)Stifel raises their HII tgt to $150 from $135. As it relates to firm's Sell rating, no one can dispute that mgmt has done an outstanding job at improving margins in recent years and that HII is likely best-positioned in the industry to benefit from increased spending — in terms of how much EPS McCain's plan would add to HII; however, <strong>firm continues to see a disproportionate level of execution risk over the next 24-36 months driven by CVN-79, VA-class Block IV, and DDG-51 Flight III.</strong> Performance missteps on either platform could be material to EPS and present the risk of a multiple de-rating. They do not view this higher risk as being appropriately reflected in HII's multiple — either on a P/E or free cash flow basis.</td> </tr></table>"