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Bryan Wagman  

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  • Woodward Is Facing Some Serious Obstacles But Still On Track
    Thu, Jan. 15 WWD 1 Comment

    Summary

    • Woodward has been performing generally well with the exception of some struggles in defense and the Chinese energy market.
    • The long-term prospects remain in place and short-term catalysts are significant.
    • Falling oil prices could adversely effect the aerospace backlog.
    • The valuation indicates neither significant upside nor downside.
  • Franklin Electric: An Asymmetric Risk/Reward Opportunity
       • Wed, Jan. 7 FELE Comment!

    Summary

    • Franklin Electric faced a few temporary problems in 2014, and the results were still considerably impressive.
    • Growth in developing regions, an improved US distribution footprint, and other factors suggest that sales will rise in coming years.
    • The valuation shows that there could be some upside here.
  • Lindsay Corporation: Long Term Potential Paired With Short Term Struggles
    Thu, Jan. 1 LNN 2 Comments

    Summary

    • Lindsay has a number of catalysts to drive both the Infrastructure and Irrigation Segments of their business in the long term.
    • Due primarily to depressed crop prices, the next few quarterly reports, at least, might be a bit disappointing.
    • The valuation indicates a base case with 13% upside, but it could take a while to realize this.
  • Quanta Services: Now Is The Time To Buy
    Dec. 22, 2014 PWR 5 Comments

    Summary

    • Quanta Services currently dominates the markets that it is involved in, which has led them to a position of financial and operational strength.
    • A series of catalysts lead me to the conclusion that Quanta will continue to grow revenues at an impressive rate for years to come.
    • Based on an analysis of multiples and a discounted cash flow analysis, Quanta is undervalued at around $27 a share.
  • Google's M&A Activity Is One Of The Company's Primary Value Drivers
    Dec. 19, 2014 GOOGL, GOOG 12 Comments

    Summary

    • With undisputed dominance in search, the rest of Google's success depends on M&A activity.
    • In the past, the company has made effective acquisitions that have bolstered company finances and operations.
    • This trend should continue due to numerous opportunities and a strong balance sheet.
  • Why Caterpillar Isn't Anything More Than A Hold Here
    Nov. 18, 2014 CAT 9 Comments

    Summary

    • Caterpillar has multiple long-term growth prospects, as well as a well-established brand. This leads me to be bullish in the long term.
    • As for the next few quarters at least, the concerns about the mining industry could pose a legitimate threat.
    • The valuation indicates that Caterpillar is fairly valued.
  • EnerSys: An Under-Followed Company With Great Prospects For The Future
    Aug. 23, 2014 ENS 19 Comments

    Summary

    • Exciting product developments indicate that EnerSys could see increased earnings soon.
    • Catalysts range from short term (affects visible within the next few quarters) to long term (10-20 years).
    • The valuation currently indicates that some investors might want to wait for a small dip.
  • Hexcel: Shrinking Multiples And Increased Earnings Could Lead To An Entry Point
    Aug. 23, 2014 HXL Comment!

    Summary

    • Since the beginning of this year, Hexcel has seen its valuation fall despite continued fantastic performance.
    • In recent months, Hexcel's relationships with Airbus and Boeing have continued to improve.
    • The current valuation indicates that the stock is about fairly valued. If the trend of shrinking multiple and rising earnings continues, there could be a buying opportunity.
  • Valmont Industries: A Series Of Growth Opportunities Fit Company Strategy Perfectly
    Aug. 20, 2014 VMI 12 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 • Aug. 15, 2014 FLS 2 Comments

    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
       • Aug. 13, 2014 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
       • Aug. 9, 2014 AGCO 18 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
       • Aug. 6, 2014 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
    Aug. 5, 2014 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
    Jun. 8, 2014 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
    Jun. 6, 2014 FSS 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
       • May. 28, 2014 PWR 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
       • Mar. 20, 2014 ESL 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
    Jan. 31, 2014 AEGN 9 Comments
  • NGL Energy Partners: Price Is Wrong, Growth Is Right
       • Jan. 20, 2014 NGL 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 AAPL 42 Comments
  • OmniVision Technologies Has A Bright Future
       • Nov. 13, 2013 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 FELE Comment!
  • Why The Bears Are Wrong About Apple
    Aug. 13, 2013 AAPL 47 Comments
  • Strong Catalysts For Growth And A Great Price Make Open Text A Buy
    Aug. 13, 2013 OTEX 4 Comments
  • Wells Fargo: A Great Value Investment
    Aug. 12, 2013 WFC 15 Comments