Atkore: Best Play For Infrastructure Boom

Aug. 22, 2022 12:08 AM ETAtkore Inc. (ATKR) StockATKR18 Comments
Cappuccino Finance
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Summary

  • Atkore has been growing rapidly as demand rises for electrical and safety systems.
  • The tailwind from the recently passed Inflation Reduction Act will boost Atkore's growth even further.
  • Their fundamentals (profitability, balance sheet, and liquidity) are as strong as ever.

Electric background with electrical cable. Copy space.

Dmytro Varavin/iStock via Getty Images

Investment Thesis

Atkore (NYSE:ATKR) is a leading manufacturer of electrical products and safety products. Their product lines include electrical power systems, conduit, cable, installation accessories, metal framing, mechanical pipe, and perimeter security. Most of their products hold #1 or #2 positions in the

This article was written by

3.24K Followers
I believe in fundamental analysis and disciplined market research. I have strong quant background with a Ph.D. (Chemical Engineering, University of California, Santa Barbara) in model predictive control and an MBA (Jones School of Business, Rice University). My primary focus is to identify 1) small cap companies with strong fundamentals and growth potential, 2) large cap companies going through temporary set-backs, and 3) stable companies with solid dividend yields and growth potential.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ATKR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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