Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Stability At AZZ Should Shine In Volatile Markets

AZZ Inc. (NYSE:AZZ) stock has not done much since last year, but that may be about to change with fundamentals taking center stage after a year of disappointments. Last year, the revenues suffered due to delays in scheduled plant maintenance at nuclear plants, severe weather conditions in North America, management changes and order push outs among others.

This year, things have already started to look better with book to bill ratio above one and company's reiteration of its revenue and earnings estimates, after a string of disappointments. Besides the strong bookings, there is a pent up demand in both its major business divisions and the company should benefit as the recently acquired businesses start contributing to revenue growth,...

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