Today, Andrey Omelchak and The Panic-Proof Portfolio (Stockchase Research) commented about whether ATKR-N, EQX-T, STCN-Q, HBM-T, RGS-N, ESEA-Q, PARR-N, VC-Q, MATR-T, BDGI-T, PBH-T, KNX-N, TFII-T, BNS-T, CNR-T, OTEX-T, WJX-T, VHI-T, HPS.A-T, ATRL-T, STN-T, CVO-T, GUD-T, TSU-T, LMN-X, PRL-T, GSY-T, WELL-T, ATZ-T, SFTC-T, EIF-T, DNTL-T, NA-T, BBD.B-T, LSPD-T, FFH-T are stocks to buy or sell.
Stands to benefit from clarity about where to allocate spending after the US election. Will benefit from US spending on infrastructure and energy. Biggest hydrovac excavation company in NA. Big pickup right after US election, expects a new high on revenue this cycle, as well as on margin profile. Also buying back stock.
Very attractive valuation multiple. Prime takeout candidate if it stays at these levels. Yield is 1.9%.
Great job. Sold non-core operations, now focused on high-quality business. High margins. Investing in organic initiatives with high rates of return, should see benefits early next year. Very diligent acquirers, promising not to overpay. Latest exposure significantly increases exposure to the US; will probably see topline benefits in 2H of next year.
Exposed to the right verticals such as infrastructure and electrification. Management is aiming for 20+% ROC after tax. He believes them; other investors are waiting to see. No dividend.
Going through significant transformation. Starting to realize benefits from new manufacturing capacity, can generate as much as $700M of incremental revenue. What excites him is that margin profile of this extra capacity is ~30%. This tells him that margins for the company as a whole will expand significantly over next 12-18 months.
(Analysts’ price target is $102.67)Going to reduce leverage. Trading at a multiple that doesn't reflect any of these positive developments. Significant insider buying. Yield is 4.3%.