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CCM SECTOROPTICS
WITH MICHAEL SONI



 

 

 

Michael Soni, is the President & CEO of Cronus Capital Markets - an investment services firm specializing in sector-based research, intelligence, and media. CCM transforms “Top-Down” research into intelligence by identifying sectors within the capital markets that, in addition to their inherent strengths, will benefit from participation in larger trends and cycles.

CCM enhances SectorOptics, for traders and investors by deconstructing and filtering the capital markets, in order to identify sectors experiencing a higher frequency of opportunities. By enhancing SectorOptics, CCM focuses the lens with which capital market sectors are viewed, resulting in greater clarity for investors and traders.

Every week, SectorOptics will be enhanced through query and commentary, as it relates to various market sectors.

CCM Sector Coverage

  • Homeland Security
  • Biometrics
  • RFID
  • Nanotechnology
  • Oil & Gas
  • Metals
  • Alternative Energy
For more information on CCM please visit www.ccmsectorinvest.com


SecuritySolutionsWatch.com
There is speculation following the Madrid and London attacks that terrorist groups might try to detonate a "dirty bomb", biological, chemical, or nuclear weapon of mass destruction ("WMD") in a major city. While airports and mass transit systems have already been targets, cargo, mail and parcel systems are also logical targets. Will FedEx or UPS be used to deliver a "dirty bomb to Times Square?

Michael Soni
According to my sources, current intelligence on the capabilities of terrorists detonating a WMD is murky at best and seems to lean towards the likelihood of that not happening. Theories in intelligence circles are that if terrorists had such a weapon they would have used it already. Intelligence agencies are working overtime to prevent the next 9-11, having said that, the current track record of the intelligence agencies is not good, as we have seen in Iraq and in London.

The likelihood of such an attack is hard to predict due to the complexity of obtaining the materials, expertise, and counter-intelligence required to effectively smuggle such a device into the target country.

I don’t think we can expect to see FedEx or UPS delivering any types of bombs. In order to maintain operational efficiency terrorists need to control the situation during an attack. This is one reason why suicide bombers are so effective. They represent the ultimate detonator- detonators with judgment, if you will. If any type of attack takes place using WMD we can be fairly certain that the bomb will have a guide all the way to its intended target.

Dirty bombs, in my mind, represent a more likely threat. Dirty bombs are not nuclear weapons, as understood traditionally; they spray radioactive material through the blast. Procuring the materials for a dirty bomb is less difficult when compared to a traditional WMD. One thing to keep in mind is that a dirty bomb is not an attack against people; rather it is an attack against the economy. Consider for a moment, in the extreme, the economic effects of a car (dirty) bomb in Times Square, or Wall Street, where the entire area becomes contaminated and no longer accessible to humans. The consequences would be disastrous- to say the least.

For more information on dirty bombs please see; http://www.nrc.gov/reading-rm/doc-collections/fact-sheets/dirty-bombs.html

SecuritySolutionsWatch.com
What technologies are currently available to help defend against these threats?

Michael Soni
As far as homeland security is concerned, detection or sensor technology is at the top of the list. Essentially, any company that is involved with the Defense of Catastrophic Threats plays an important part.

SecuritySolutionsWatch.com
Which companies might benefit from security spending in this area?

Michael Soni
Companies that are involved with detection/sensor technology are as follows;

(OSIS) OSI Systems
(RAE) RAE Systems

Companies that are involved with Defense against Catastrophic Threats are as follows;

(CBR) CIBER, INC
(ANT) ANTEON INTL CP
(CPHD) CEPHEID INC
(HEPH) HOLLIS EDEN PH
(IDBE) ID BIOMEDICAL
(MSA) MINE SAFETY APPLIANCES
(STE) STERIS CORP
(TMO) THERMO ELECTRON
(TTEK) TETRA TECH INC
(TTN) TITAN CORP
(WGII) WASH GROUP INTL

  >>CCM Sector Optics Archive


Disclaimer

Michael Soni, is President & CEO of Cronus Capital Markets- a firm specializing in sector research, intelligence, and media. At the time of publication, he had no positions in any of the securities mentioned in this column, but holdings can change at any time. CCM transforms “Top-Down” research into intelligence by identifying sectors within the capital markets that, in addition to their inherent strengths, will benefit from participation in larger trends and cycles.

CCM enhances SectorOptics, by deconstructing and filtering the capital markets, in order to identify sectors experiencing a higher frequency of opportunities. By enhancing SectorOptics, CCM focuses the lens with which capital market sectors are viewed, resulting in greater clarity.

Under no circumstances does the information in this commentary represent a recommendation to buy or sell stocks. While he cannot provide investment advice or recommendations, he invites you to send your feedback – click here to send him an email.


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