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,...

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