Todd Campbell
Long/short equity, growth, medium-term horizon, registered investment advisor

Consolidated Graphics: Mid Term Elections Offer Upside In 2014

The political climate hasn't gotten any friendlier in Washington, suggesting next year's mid term elections will produce yet another record year for campaign and PAC ad spending. As a result, you can expect mailboxes will be packed full with direct mail, which is good news for the print industry.

Consolidated Graphics (NYSE:CGX) is one company positioned to benefit from accelerating ad spending next year. The company has seen its score improve in the system used by my firm, E.B. Capital Markets, suggesting its a good time to get in ahead of 2014 elections.

Source: E.B. Capital Markets, LLC

After reviewing the company's SEC filings, press releases, earnings transcripts and marketing material, it appears Consolidated Graphics will see sales...

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