imaginima Late last year, near the end of December, I conducted my first ever deep dive into Graham Corporation (NYSE:GHM), a company that’s focused on the production of mission critical fluid, power, and heat transfer, as well as vacuum technologies. In that article, I mentioned how impressed I was with the firm’s growth leading up…
damedeeso Foreword About Large Cap Value A Value ranking for large cap stocks from YCharts puts together complementary strategies found during their stock research. As a value ranking, it looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of companies based on…
Graham Corporation (NYSE:GHM) Q3 2024 Earnings Conference Call February 5, 2024 11:00 AM ET Company Participants Deborah Pawlowski – IR Daniel Thoren – President & CEO Christopher Thome – CFO Conference Call Participants Theodore O’Neill – Litchfield Hills Research Richard Ryan – Oak Ridge Financial Gary Schwab – Valley Forge Capital Management John Bair –…
smrm1977/iStock via Getty Images Foreword About Large Cap Value “A Value ranking for large cap stocks from YCharts puts together complementary strategies found during their stock research. As a value ranking, it looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of…
1971yes From my experience, some of the smallest companies offer up some of the best opportunities for investors. And very few companies out there have a market capitalization of less than $200 million. One such firm that I believe warrants the attention of investors is Graham Corporation (NYSE:GHM). In recent years, management has done a…
takasuu/iStock via Getty Images Thesis We keep reminding our readers – and ourselves – that in investing, avoiding losses is more important than achieving gains (even though the latter always FEELs better). The reason is a simple math fact – because compounding is mathematically asymmetric. A 10% loss requires more than a 10% gain to…
Aksana Kavaleuskaya/iStock via Getty Images Graham and “Defensive Stocks” RTX Corporation (NYSE:RTX), formerly known as Raytheon Technologies, recently has received much attention since the Middle East conflict broke out. Several other Seeking Alpha authors have argued eloquently about the role RTX can play under heightened geological tensions and increased defense spending. The thesis here is…
DanielBendjy Graham Corporation (NYSE:GHM) recently delivered beneficial expectations about 2024, including EBITDA growth and net sales growth. GHM is also expected to benefit significantly from recent increases in defense budgets. Besides, management also says that it may reposition its efforts to enjoy the incoming expenditures in the clear energy market. There are obvious risks from…