Mistras Group: Trading Cheaply With Scope For Upside (NYSE:MG)

jimfeng Investment thesis Our current investment thesis is: MG has performed poorly but is not dead-and-buried. There is clear scope for an improvement in financial performance, particularly when considering the increase in infrastructure spending expected. There is, however, a clear execution risk that is not mitigated. For this reason, valuation is of utmost importance to…

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ABM Industries: A Cheaply Valued Dividend King (NYSE:ABM)

Pgiam/iStock via Getty Images Almost two years ago, I recommended buying ABM Industries (NYSE:ABM) for its reliable growth trajectory and its cheap valuation. Since my article, the stock has remained flat, having traded within a tight range. Such a trading pattern usually exhausts investors, leading them to sell their shares and look elsewhere for attractive…

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