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Strategies & Market Trends : Value Investing

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From: A111111/7/2022 7:19:08 AM
   of 78802
 
I mentioned STRL before at $20 before. Went up to $30 off ER.

STRL is a construction company that are perfectly executing their 2016 strategy: shifting into high margin products.

Has strong downside protection through their transportation segment, constructing for government (50% of revenue). Infrastructure bill acts as a catalyst.

Unfortunately I wasn't a buyer at 20. At 30, its slightly overpriced priced assuming zero growth and zero margin growth and a premium for management.
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