Recent Articles


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.

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.

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.