Long/short equity, value, special situations, growth

Updated Analysis Of The Bullish Case For Regal-Beloit

Two months ago I wrote Bullish On Regal-Beloit: Buying The Dip, Sentiment Lows, And Misunderstood Growth Potential. I described the opportunity as a "buy the dip" value investing opportunity. Like many value investing opportunities, some patience is required. Since my last article, the company released its Q2 results, which I will discuss in more detail below. The Q2 results were soft, but there was no big selloff like after the disappointing Q1 results. This seems to demonstrate a change in investor perception about the company. In this article, I will update my analysis of Regal-Beloit (NYSE:RBC), including a few positive clues and a discussion of the industry context. I remain bullish on Regal-Beloit as a "buy the...

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