Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Catching Up On PowerSecure

I may have thought PowerSecure (NYSE: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...

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