I may have thought PowerSecure (NASDAQ:POWR) was a worthwhile hold back in October, but the fact is this stock should have been bought then and not just held, as the shares have gone up more than 45% since then. While eating some crow on not being nearly bullish enough on this stock, I still have lingering questions about the long-term profitability and FCF generation of this business.
Posting Hot Growth As Acquisitions Complement The Business
PowerSecure has been a relatively active acquirer, and those deals did the company no harm over the last two quarters. Revenue rose 84% in the third quarter (up 55% in organic terms) and up another 57% in the fourth quarter. All three businesses...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|