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Bryan Wagman

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • 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.
  • 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.
  • 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
  • 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
  • Franklin Electric Has A Bright Future With New Products And Developing Markets
       • Sep. 1, 2013 DHR, DOV, PNR Comment!
  • 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!
  • FLIR Systems Is Heading In The Right Direction
       • Jul. 23, 2013 FLIR Comment!
  • Success Is In Store For Synaptics
       • Jul. 22, 2013 SYNA 6 Comments
  • IPG Photonics: Growing And Prospering
       • Jul. 9, 2013 IPGP 5 Comments
  • Hexcel Has A Bright Future
       • Jun. 27, 2013 HXL Comment!
  • The Long Case For NGL Energy Partners
       • Jun. 25, 2013 NGL Comment!