I love a good industrial story, particularly when companies can spike improving volumes and mix with better manufacturing margins. Along those same lines, I'm broadly a fan of companies whose products show up almost everywhere but don't necessarily capture much investor "mind-share". All of that said, I can't bring myself to love H.B. Fuller (NYSE:FUL). I do understand that this specialty chemicals company can benefit from significant margin improvement initiatives and recoveries in key end markets like construction, but the valuation seems to be more than generous for that potential.
Decent Results In A Challenging Environment
One big plus in Fuller's favor is that the company is doing well in what is a pretty challenging environment, and that's...
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