Recent Articles
W.W. Grainger: Poised to Benefit from Economic Rebound with Notable Upsided Potential from E-Commer
March 16, 2021
- W.W. Grainger has built an exceptional 50-year growth record of earnings, cash flow and dividend growth, which appears poised to continue over the long term given the entrenched market position.
- Amidst an ongoing recovery in industrial/commercial business activity and with potential for enhanced "post covid" market growth, Grainger appears poised for solid earnings gains in 2021 and 2022.
- An emerging opportunity in e-commerce targeted at smaller business enterprises offers prospects for substantial growth acceleration over at least the next decade.
- Current share values do not appear to fully reflect the growth prospects or the underlying values and offer significant upside potential.
Expeditors: Trade Fear Creates Long-Term Opportunity
June 27, 2019
- Near-term Protectionism Does Not Negate Long-Term Trade Growth.
- High Returns and Consistent Growth Distinguish Company/Strategy.
- Recent Dip Creates Opportunity for Investors.
https://seekingalpha.com/article/4272578-expeditors-trade-fear-creates-long-term-opportunity
The Timken Company: Ready to Keep Rolling
May 3, 2019
- Timken's corporate transformation is bearing fruit.
- The company is an established global industrial supplier.
- Shares trade at an attractive valuation.
- Timken is also returning cash to shareholders.
https://seekingalpha.com/article/4259861-timken-company-ready-keep-rolling
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.
https://seekingalpha.com/article/4231154-emcor-comfort-systems-shares-offer-current-opportunity
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.
https://seekingalpha.com/article/4226431-fluor-poised-rebuild