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AECOM Technology Corporation
I am simply not a fan of companies that live mainly off of the government teet and produce absolutely nothing which is my impression of this company. They pay no dividend, and have negative tangible book value. To me the only substantial growth category for FY 2017 was the growth of accrued taxes which grew by 146%. While a five year hold (09/30/2012 thru 09/30/2017) would have averaged a roughly 15% per year return, I simply don’t see that sort of return going forward.

AECOM Technology Corporation (NYSE: ACM) – FYE 09/2017 – FAIRLY VALUED – The stock is currently trading in line with my $51 fair value estimate – Please See Linked Worksheet


Science Applications International Corporation (NYSE: SAIC) – FYE 01/2018. The stock is FAIRLY VALUED, trading at levels in line with my most recent $85 fair value estimate. Please See Linked PDF Worksheet
Posted on 05/21/18

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.