Cubic (CUB) is a very interesting company, yet it operates under the radar, as a provider of various innovative solutions. The company is positioned in a very compelling way but could use some higher margins as I like the long-term prospects and potential of the business. This means that current earnings multiples are a bit expensive, and I am not pulling the trigger yet despite a 30% pullback seen from the highs of this summer.
A Quick Overview
Cubic offers innovative solutions across basically 3 fields of expertise: transportation systems, mission solutions and