Dycom Industries

DY-N

Analysis and Opinions about DY-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 27, 2019
(A Top Pick Nov 13/18, Down 25%) Sometimes this business is frustrating and you have to be patient. A 5G play. Dycom will participate in a big way when it happens.
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Dycom Industries (DY-N)
November 27, 2019
(A Top Pick Nov 13/18, Down 25%) Sometimes this business is frustrating and you have to be patient. A 5G play. Dycom will participate in a big way when it happens.
HOLD
HOLD
June 26, 2019
He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.
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He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.
BUY
BUY
May 30, 2019
They provide infrastructure to get telecom equipment into place – into homes. We are rewiring North America for 1 Gig capacity. It's a lumpy company. Cable companies make up the majority of their business. Over time it should do very well.
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They provide infrastructure to get telecom equipment into place – into homes. We are rewiring North America for 1 Gig capacity. It's a lumpy company. Cable companies make up the majority of their business. Over time it should do very well.
COMMENT
COMMENT
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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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.
COMMENT
COMMENT
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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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.
TOP PICK
TOP PICK
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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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)
BUY
BUY
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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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.

PAST TOP PICK
PAST TOP PICK
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.

BUY
BUY
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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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.

BUY
BUY
March 14, 2018

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

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Dycom Industries (DY-N)
March 14, 2018

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

Gordon Reid

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Price
$113.710
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
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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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.

TOP PICK
TOP PICK
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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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.)

BUY
BUY
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

TOP PICK
TOP PICK
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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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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