(ShareCast News) - Markets appear to have punished Inmarsat´s management for providing excessively ambitious financial guidance; however, the share price drop also seems overdone, The Times´s Tempus said.The shares have come down precipitously from the approximately 1,150p at which they were changing hands at the start of the year.A fortnight ago, the satellite operator warned of challenging headwinds in its markets but said it expected revenues to grow by 2% this year.Analysts at Morgan Stanley suggested that might be too ambitious.Previously, a poor trading update from rival Eutelsat seemed to cast doubts on Inmarsat´s take on recent events.The worry is that weakness in the global maritime market and in oil and gas are leading to a glut in the satellite market.Making matters worse, another´s rival´s announcement that it had won a contract with British Airways led some to speculate, wrongly, that Inmarsat had lost out."On the assumption that the worst is past and the market is taking too pessimistic a view, that looks like a good entry point for a highly speculative buy," Tempus said.Mitie is a highly-cash generative business and the stock is trading at a discount to its sector, but market negativity surrounding the outlook for its margins is unlikely to lift soon, The Times´s Tempus said.The outsourcing company has insisted it can keep its margings at between 5% and 6% but faces challenges on several fronts.In particular, its healthcare business will be back in profits soon but there was a time when it was called on to be the engine for growth.A falling pipeline of new work is also a concern, possibly as the uncertainty around the referendum weighs on activity.Nonetheless, margins in facilities management - which makes up the bulk of its business - was a sufficiently robust 6.3%.Furthermore, once those uncertainties disappear the order book should return to growth.The shares also offer an attractive forward divdiend of 4.2% and the shares are on 11 times earnings, which looks low for the sector.Unfortunately, Tempus concluded, "I do not see those market concerns shifting soon. Avoid."