Martin Vlcek
Contrarian, growth at reasonable price, macro, small-cap

Dycom Industries Is Fairly Valued And Should Be Bought On Dips

Dycom Industries, Inc.'s (NYSE:DY) stock can be very volatile. It is a cyclical play, strongly dependent on the general macroeconomic climate, particularly the capital investment climate. More specifically, it depends on the CAPEX spending of the major players in the telecommunications and cable operators industries, w...

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