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Bryan Wagman

 
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  • Valmont Industries: A Series Of Growth Opportunities Fit Company Strategy Perfectly
    Yesterday, 10:19 AM VMI 7 Comments

    Summary

    • In the last few quarters, Valmont has suffered or been anticipating a series of short term struggles.
    • Despite this, the long term strategy and growth prospects still remain relevant and give investors reason to be optimistic.
    • The contrast between short term worries and long term opportunities has left Valmont's stock very cheap on a historical basis.
  • Flowserve Has A Bright Future With Limited Risk
    Editors' Pick • Fri, Aug. 15 FLS Comment!

    Summary

    • With a series of strengths and differentiating factors, Flowserve's business model looks very strong.
    • Diversification across various industries and geographic regions limit risk and maximize exposure to growth opportunities.
    • The company's progress in the last few years has been fantastic and positions them for further success in coming years.
  • Beacon Roofing: Growth Is Already Priced In
     • Wed, Aug. 13 BECN Comment!

    Summary

    • With ambitious plans and strategies for growth, Beacon is likely to grow sales at an impressive rate over the long term.
    • One of the main issues the company faces today is declining margins.
    • The valuation indicates that Beacon might not be a buy at these prices, considering that both risk and reward are significant.
  • The Reward Far Outweighs The Risk At AGCO
     • Sat, Aug. 9 AGCO 17 Comments

    Summary

    • A series of catalysts ranging from higher farmer incomes to increased cost savings can drive earnings higher in the coming years.
    • The only major risk, besides a general economic downturn, is elevated tensions in Eastern Europe. AGCO, though, could still derive growth from numerous other areas.
    • The valuation indicates that AGCO is trading at a discount of what is likely more than 40%.
  • MSA Safety Can Go At Least 20% Higher From Here
     • Wed, Aug. 6 MSA Comment!

    Summary

    • A focus on core products has led MSA to have great success and growth in the past few years.
    • The company has numerous catalysts that can drive earnings higher in the near future.
    • With limited risk and a valuation that indicates at least 20% upside, MSA is worth a look.
  • 3M: Increasing Earnings Through Consistent Innovation
    Tue, Aug. 5 MMM 2 Comments

    Summary

    • With company policies that encourage risk taking and innovation, 3M has historically adapted to change in a successful manner.
    • Current financial health indicates that the company can take on more debt if necessary.
    • There are a few catalysts that should drive earnings higher in the next five years or so.
  • Take-Two Interactive: Wait For A Dip
    Sun, Jun. 8 TTWO 8 Comments

    Summary

    • Take-Two's stock has risen over 20% in the past 52 weeks and is almost at $20.
    • A number of catalysts accompanied by an already strong business model indicate that Take-Two will experience continued success.
    • At $19.59, it might be a little expensive for some. But for true long term value investors, now might not be a bad time to jump in.
  • The Market Has Already Accounted For Federal Signal's Turnaround
    Fri, Jun. 6 NAV, OSK, PCAR 3 Comments

    Summary

    • After dealing with a few years of net losses, Federal Signal has finally managed to turn things around, but this is already reflected in the stock price.
    • The company has an incredible balance sheet that is prepared to take on any challenge or project necessary.
    • The portfolio of businesses that Federal Signal has built up has very encouraging opportunities for growth.
  • Quanta Services: Prosperous Future Could Already Be Reflected In The Price
       • Wed, May. 28 MTZ, CBI, FRM 1 Comment

    Summary

    • Quanta currently has a very strong balance sheet and is financially capable of taking on whatever projects that are needed.
    • The company is positioned to capitalize on the expected increase in infrastructure expenditures that we should see in coming years, both in the short and long term.
    • The valuation seems to indicate the market may already be acknowledging these facts.
  • Esterline: A Great Company Available At A Fair Price
       • Thu, Mar. 20 AME, BA, EADSY Comment!

    Summary

    • With an accelerated integration program in full swing, Esterline should see benefits on the bottom line.
    • The company has recently had some very strong quarters and is showing encouraging signs.
    • Besides a challenged defense environment, risks seem to be limited.
    • Although the business has a bright future, this may already be priced in.
  • Buy Growth At A Fair Price With Aegion
    Fri, Jan. 31 FRP, MTZ, SGGKY 9 Comments
  • NGL Energy Partners: Price Is Wrong, Growth Is Right
       • Mon, Jan. 20 APU, EPD, FGP 2 Comments
  • Catalysts Should Overpower The Risks That Woodward Will Face
       • Dec. 25, 2013 WWD Comment!
  • Cognex: A Great Company With A Hefty Price
       • Dec. 13, 2013 CGNX 2 Comments
  • At Least 20% Upside For ValueClick
       • Dec. 2, 2013 CNVR 2 Comments
  • Apple: Another Problem With The Bears' Logic
    Nov. 14, 2013 IBM, MSFT, AAPL 43 Comments
  • OmniVision Technologies Has A Bright Future
       • Nov. 13, 2013 SHCAY, STM, OVTI 4 Comments
  • Cirrus Logic: Asymmetric Risk And Reward Make This Stock A Buy
       • Oct. 28, 2013 CRUS 9 Comments
  • Disney Will Continue To Enjoy Success In The Coming Years
    Oct. 13, 2013 DIS 3 Comments
  • The Long Case For Rogers Corporation
    Oct. 7, 2013 ROG 1 Comment
  • Franklin Electric Has A Bright Future With New Products And Developing Markets
       • Sep. 1, 2013 DHR, DOV, PNR Comment!
  • Why The Bears Are Wrong About Apple
    Aug. 13, 2013 GOOG, AAPL 47 Comments
  • Strong Catalysts For Growth And A Great Price Make Open Text A Buy
    Aug. 13, 2013 EMC, IBM, OTEX 4 Comments
  • Wells Fargo: A Great Value Investment
    Aug. 12, 2013 BAC, C, JPM 15 Comments
  • Triumph Group: High Growth Is On Sale
    Aug. 11, 2013 TGI 3 Comments
  • The Long Case For Lindsay Corporation
    Aug. 8, 2013 LNN 9 Comments
  • The Long Case For Texas Roadhouse
       • Aug. 5, 2013 DRI, EAT, TXRH Comment!
  • Atwood Oceanics Is Growing Its Fleet And The Stock Price Should Follow
       • Aug. 5, 2013 ATW Comment!
  • Myriad Genetics Offers A Potential Upside Of More Than 40%
       • Aug. 4, 2013 MYGN 52 Comments
  • Skyworks Solutions Ready To Heat Up
       • Jul. 31, 2013 RFMD, TQNT, SWKS 6 Comments
  • Dorman Products: Strong Fundamentals, Attractive Price
       • Jul. 26, 2013 FDML, GPC, DORM 3 Comments
  • Syntel: An Investment That Will Pay Off
       • Jul. 24, 2013 INFY, WIT, SYNT Comment!