Valmont Industries, Inc. (NYSE:VMI)

CAPS Rating: 4 out of 5

A producer of fabricated metal products and a producer of metal & concrete pole and tower structures in its Engineered Support Structures & Utilities Support Structures businesses, and is a producer of mechanized irrigation systems.

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Member Avatar valuemoneygreen (80.89) Submitted: 7/6/2014 9:00:09 AM : Outperform Start Price: $152.27 VMI Score: -9.22

Moat? check..........tell me all of its competitors
Reasonable price relative to the market? check
Easy to understand businesses? check
Is management focused on returning capital to shareholders in a reasonable manner? check......stock repurchase plan of $500 mil (roughly 12% of float at current prices)
Growth over the last 10 years? big check
Balance sheet look good? check
ROI and ROE look good? check
Does valuemoneygreen think this equity will outperform the market over the next ten years? check

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Member Avatar OKwarrior (30.69) Submitted: 6/7/2014 5:31:04 PM : Outperform Start Price: $158.60 VMI Score: -13.26

This is a sophisticated metal fabricator w/ a 5 yr revenue growth of 17+% yearly. It trades well under DCF intrinsic value, w/ close to a 50% MOS & Peter Lynch likes them.

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Member Avatar ruinas (51.62) Submitted: 6/3/2014 5:56:10 PM : Outperform Start Price: $156.04 VMI Score: -13.34

long term escalation of revenues

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Member Avatar bcurtis9944 (33.01) Submitted: 4/29/2014 5:50:24 PM : Outperform Start Price: $148.09 VMI Score: -11.26

bbmaven

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Member Avatar 1russianguy (71.63) Submitted: 4/28/2014 3:04:15 PM : Outperform Start Price: $138.66 VMI Score: -19.38

bbmaven

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Member Avatar rtcresap (61.54) Submitted: 12/11/2013 10:52:34 AM : Outperform Start Price: $141.06 VMI Score: -11.02

This producer of traffic infrastructure, electric utility infrastructure, wireless infrastructure, and irrigation systems should benefit from increased activity in the US, particularly in the utility segment, as the aging grid is upgraded and increased manufacturing activity--due in part to low natural gas prices -- requires more investment. Business segments within the company appear to have certain advantages (scale and technological) that should allow the company to take advantage of increased North American infrastructure activity.

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Member Avatar zappy0 (41.85) Submitted: 11/30/2013 11:52:32 AM : Outperform Start Price: $143.93 VMI Score: -12.24

This company should do well as infrastructure growth improves in 2014 and 2015.

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Member Avatar DrLinks (51.85) Submitted: 7/19/2013 10:00:42 PM : Outperform Start Price: $146.55 VMI Score: -21.62

The TOP DOG in many of the four segments of business, including water purification

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Member Avatar Marketcg (55.17) Submitted: 2/16/2013 2:58:22 PM : Outperform Start Price: $157.05 VMI Score: -41.29

Growing importance of Ag equipment.

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Member Avatar 1picks (87.31) Submitted: 4/30/2012 11:13:27 AM : Outperform Start Price: $121.23 VMI Score: -26.52

Guess who makes all those wonderful lighting fixtures you see along highways? And the huge irrigation pipe thingsees for agriculture? Valmont Industries. They’re doing very well. Profits are up Dividend is up Guidance is up. So are the shares.

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Member Avatar rustam5 (79.22) Submitted: 4/11/2012 9:09:07 AM : Outperform Start Price: $114.72 VMI Score: -22.48

sup

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Member Avatar lsdevan (< 20) Submitted: 10/15/2010 1:45:42 PM : Outperform Start Price: $73.87 VMI Score: +21.08

solid, well managed company in a lot of good businesses.

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Member Avatar PatrickDickey (59.78) Submitted: 8/4/2009 2:59:30 PM : Outperform Start Price: $71.70 VMI Score: -2.42

Valmont has been one of the economic indicators in Eastern Nebraska for years. In the '80's and '90's, the local television stations would point to Valmont as a sign that the economy wasn't as bad as people made it out to be, and a sign of the recovery.

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Member Avatar GreenChileKicker (< 20) Submitted: 6/11/2009 12:23:11 PM : Outperform Start Price: $72.55 VMI Score: -17.49

Infrastructure development.

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Member Avatar jrj90620 (< 20) Submitted: 5/19/2009 5:32:11 PM : Outperform Start Price: $64.74 VMI Score: -1.45

This is a company that has achieved #1
positions in mechanized irrigation and poles.
It has opened 3 factories in China and has
been profitable in China.The company bene
fits from need for water conservation,
electricity growth and need for more transm
ission structures.Likely will be acquired by a larger company in the future because it is such a great company and because the founder still owns a third of shares and likely won't live forever.

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Member Avatar zk116 (99.99) Submitted: 4/22/2009 3:23:09 PM : Outperform Start Price: $62.21 VMI Score: -8.38

Overwhelming earnings in a sector that will rebound more quickly than the market

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Member Avatar kwatts46 (86.93) Submitted: 4/22/2009 10:19:24 AM : Outperform Start Price: $63.32 VMI Score: -12.51

whats not to like...

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Member Avatar richardrogers4 (68.87) Submitted: 3/21/2009 6:37:52 AM : Outperform Start Price: $49.21 VMI Score: +30.63

Utility / Ag play.

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Member Avatar brellinghaus1943 (< 20) Submitted: 1/26/2009 10:41:29 AM : Outperform Start Price: $48.13 VMI Score: +54.22

Company continues to expand around the world. China's demand should grow fast and this company has 3 modern plants there.

Aquisitions continue to be made and will aid growth and profits in the years to come. Good Management exists both domestically and in their internation division. Expect the trend to go up nicely over 5 year time frame.

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Member Avatar Theseus01 (< 20) Submitted: 10/17/2008 6:06:31 AM : Outperform Start Price: $54.20 VMI Score: +37.77

Will benefit from Investment in infrastructure in the coming depression also need to increase food production world wide.

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