Nassarius Capital
Long/short equity

American Woodmark: Coming To A Kitchen Near You

American Woodmark's stock joined the majority of housing related companies currently in a five-month lull when investors pressed pause over concerns of a rising rate environment. We believe these over-emotional fears have now weakened enough to allow fundamentals to regain the spotlight and present an attractive risk/reward opportunity in AMWD. A focus on market share gain within a rapidly growing market and margin expansion, led us to a FY2014 target of $42. This represents ~26% upside over about a six-month time span.


American Woodmark Corp. (NASDAQ:AMWD) is a manufacturer of kitchen cabinets and bathroom vanities for the new home construction and remodeling markets. The company offers 550 product lines, mostly at mid-tier prices under the popular brand...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details