Dycom Industries (DY-N) Stock Predictions - Stockchase
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Dycom Industries (DY-N)

ON STOCKCHASE SINCE Oct 2013

A provider of specialty contracting services throughout the United States.

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Dycom Industries

DY-N

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Dycom Industries (DY-N) SAVE Apr, 22, 2019, 4:22 pm

48.00 0.47 (0.97%)

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COMMENT
Dycom Industries(DY-N) 

February 6, 2019

It's disappointing, but still is confident it'll do well. It's a bet on 5G. DY rewires North America to carry 5G fibre. Problem is Verizon, Google, etc. are not deplying capital as quickly as expected. Keep the faith, though.
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It's disappointing, but still is confident it'll do well. It's a bet on 5G. DY rewires North America to carry 5G fibre. Problem is Verizon, Google, etc. are not deplying capital as quickly as expected. Keep the faith, though.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$60.440
Owned Owned
Yes

COMMENT
Dycom Industries(DY-N) 

January 8, 2019

Contracting for the telecom industry. Not very familiar with it. They tend to focus on bigger companies. Finds your odd of success are greater when you are taking a broader basket or larger companies as opposed to micro caps. Small by U.S. standard with a $1.8B market cap.
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Contracting for the telecom industry. Not very familiar with it. They tend to focus on bigger companies. Finds your odd of success are greater when you are taking a broader basket or larger companies as opposed to micro caps. Small by U.S. standard with a $1.8B market cap.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$58.020
Owned Owned
Unknown

TOP PICK
Dycom Industries(DY-N) 

November 13, 2018

It services telecoms. Consumers want faster and faster internet speeds. This is what DY does. But it's a lumpy stock because 78% of their business comes from five customers. Be patient with this. (Analysts’ price target is $100.63)
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It services telecoms. Consumers want faster and faster internet speeds. This is what DY does. But it's a lumpy stock because 78% of their business comes from five customers. Be patient with this. (Analysts’ price target is $100.63)
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Gordon Reid

President, GoodReid Investment ...

Price Price
$69.920
Owned Owned
Yes

BUY
Dycom Industries(DY-N) 

October 3, 2018

It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders. 

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It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders. 

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Gordon Reid

President, GoodReid Investment ...

Price Price
$84.030
Owned Owned
Yes

PAST TOP PICK
Dycom Industries(DY-N) 

July 17, 2018

(Past Top Pick, August 17, 2017, Up 22%) They literally lay the fibre for 1-Gig technology for telecom giants like AT&T and Comcast, so if one of those companies cuts back then it effects Dycom. A lumpy stream of revenue growth, but will run 15% in the long run. They're a major company in this industry. 

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(Past Top Pick, August 17, 2017, Up 22%) They literally lay the fibre for 1-Gig technology for telecom giants like AT&T and Comcast, so if one of those companies cuts back then it effects Dycom. A lumpy stream of revenue growth, but will run 15% in the long run. They're a major company in this industry. 

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Gordon Reid

President, GoodReid Investment ...

Price Price
$98.090
Owned Owned
Yes

BUY
Dycom Industries(DY-N) 

April 25, 2018

Exciting, yet pedestrian company he's long owned. They build 1-GB deployment across North America. This means, they expand the network for data with customers such as Verizon, Comcast and Google. Weather is sometimes a problem as they literally dig to expand networks, but over time they've done very well, and will continue to do so long-term.

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Exciting, yet pedestrian company he's long owned. They build 1-GB deployment across North America. This means, they expand the network for data with customers such as Verizon, Comcast and Google. Weather is sometimes a problem as they literally dig to expand networks, but over time they've done very well, and will continue to do so long-term.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$106.590
Owned Owned
Yes

BUY
Dycom Industries(DY-N) 

March 14, 2018

Instead of buying Netflix, buy the infrastructure. DY-N is re-cabling America for 1G technology.

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Instead of buying Netflix, buy the infrastructure. DY-N is re-cabling America for 1G technology.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$113.710
Owned Owned
Unknown

PAST TOP PICK
Dycom Industries(DY-N) 

August 17, 2017

(A Top Pick September 7/16. Down 6.9%.) This is in the business of basically wiring North America for 1 Gb streaming of data transmission. We are all looking for “more”, which comes in the form of a more complex data packet, and certainly streaming. Everybody is getting into streaming and we are watching movies and TV shows on computers and mobile devices. We need the transmission infrastructure to do that, and this company does that. Management is confident that over the long-term, they can grow EBIT (earnings before interest and taxes) at a 15%-16% annual clip. This makes this a very compelling long-term buy. Be patient.

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(A Top Pick September 7/16. Down 6.9%.) This is in the business of basically wiring North America for 1 Gb streaming of data transmission. We are all looking for “more”, which comes in the form of a more complex data packet, and certainly streaming. Everybody is getting into streaming and we are watching movies and TV shows on computers and mobile devices. We need the transmission infrastructure to do that, and this company does that. Management is confident that over the long-term, they can grow EBIT (earnings before interest and taxes) at a 15%-16% annual clip. This makes this a very compelling long-term buy. Be patient.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$80.540
Owned Owned
Yes

TOP PICK
Dycom Industries(DY-N) 

August 17, 2017

This company is going to do very well over time. Management thinks they can create a runway of 15% growth year-over-year in earnings before interest and taxes. The stock price doesn’t reflect that. We are going to have a wire line plant in the US. It has to happen. Management explains this as a decade long project. (Analysts’ price target is $115.)

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This company is going to do very well over time. Management thinks they can create a runway of 15% growth year-over-year in earnings before interest and taxes. The stock price doesn’t reflect that. We are going to have a wire line plant in the US. It has to happen. Management explains this as a decade long project. (Analysts’ price target is $115.)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$80.540
Owned Owned
Yes

BUY
Dycom Industries(DY-N) 

January 26, 2017

They do wiring for major telecoms and cable companies.  They are wiring the US for 1 Gigabit bandwidth.  This is a very good company and not too expensive at 15 times earnings.  It is a strong component of a portfolio.  There is definitely room to grow for this company. 

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They do wiring for major telecoms and cable companies.  They are wiring the US for 1 Gigabit bandwidth.  This is a very good company and not too expensive at 15 times earnings.  It is a strong component of a portfolio.  There is definitely room to grow for this company. 

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Gordon Reid

President, GoodReid Investment ...

Price Price
$80.320
Owned Owned
Yes

PAST TOP PICK
Dycom Industries(DY-N) 

November 30, 2016

(A Top Pick Nov 27/15. Down 15.18%.) He is confounded by this. It is a definite Buy here. They are in infrastructure, and are basically rewiring the US for 1 Gb per 2nd broadband capability. This is on behalf of AT&T, Verizon, Comcast, etc. A fast growing company, in the 20% per year range, and trading at about 14X next year’s earnings. This is a wonderful Buy.

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(A Top Pick Nov 27/15. Down 15.18%.) He is confounded by this. It is a definite Buy here. They are in infrastructure, and are basically rewiring the US for 1 Gb per 2nd broadband capability. This is on behalf of AT&T, Verizon, Comcast, etc. A fast growing company, in the 20% per year range, and trading at about 14X next year’s earnings. This is a wonderful Buy.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$75.660
Owned Owned
Yes

TOP PICK
Dycom Industries(DY-N) 

September 7, 2016

This is in the basic industry of laying cable. All of America is being re-cabled to a higher spec. Their customers are all very well known. Inexpensive, trading in the mid-teens. Last quarter they grew revenues 20%.

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This is in the basic industry of laying cable. All of America is being re-cabled to a higher spec. Their customers are all very well known. Inexpensive, trading in the mid-teens. Last quarter they grew revenues 20%.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$86.510
Owned Owned
Yes

SELL
Dycom Industries(DY-N) 

August 5, 2016

Primarily an infrastructure company, and do cables, engineering. They do about $2.4 billion in sales. Insider owners have been huge sellers. BV is about $16. If he owned this, he would be looking to Sell.

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Primarily an infrastructure company, and do cables, engineering. They do about $2.4 billion in sales. Insider owners have been huge sellers. BV is about $16. If he owned this, he would be looking to Sell.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$96.760
Owned Owned
No

STRONG BUY
Dycom Industries(DY-N) 

January 21, 2016

They are a supplier to the telecom industry.  They run cable throughout the US.  Needs are big.  The bandwidth in place is not enough.  It is down and it is a great buying opportunity.

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They are a supplier to the telecom industry.  They run cable throughout the US.  Needs are big.  The bandwidth in place is not enough.  It is down and it is a great buying opportunity.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$62.610
Owned Owned
Unknown

TOP PICK
Dycom Industries(DY-N) 

November 27, 2015

Lays cable for telecom companies. Their major customers are Verizon (VZ-N will) and AT&T (T-N). (Also thinks Google is a customer as well.) The US has to be rewired because there is just that much more broadband width required for the data and video that people now demand. 2015 is a transformational year for them. Growth prospects for them are very, very sound.

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Lays cable for telecom companies. Their major customers are Verizon (VZ-N will) and AT&T (T-N). (Also thinks Google is a customer as well.) The US has to be rewired because there is just that much more broadband width required for the data and video that people now demand. 2015 is a transformational year for them. Growth prospects for them are very, very sound.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$86.340
Owned Owned
Yes

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