Recent Articles


DYCOM - Time To Connect

March 12, 2019 

  • Telecom Network Contractor Positioned to Ride Multi-Year Investment Wave in Gigabit Service, 5G Wireless and Secular Growth in Connectivity.
  • Recent Earnings Disappointment Provides Potential Opportunity. Shares at Low End of Historical Price and Valuation Ranges.
  • Further Near-term Risk but Exceptional Long-term Prospects.

EMCOR And Comfort Systems: Shares Offer Current Opportunity

January 3, 2019

  • Recent Market Decline Provides Two Notable Opportunities.
  • Consistent Growth Records and Prospects Within Cyclical E&C Industry.
  • Solid Near-term Growth Prospects with Favorable Long-term Drivers.
  • Corporate Focus on Returns, Leverages Potential for Shareholders.

Fluor: Poised For A Rebuild

December 5, 2018

  • Initial signs of recovery in a long-term cycle.
  • Substantial earnings improvement prospects.
  • Lagging shares offer potential opportunity.