Valmont Industries, Inc. (NYSE:VMI)

Theseus01 (< 20) Submitted: 10/17/2008 6:06:31 AM : Start Price: $55.15 VMI Score: +63.64

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

mactavish38 (72.55) Submitted: 6/18/2008 11:37:31 AM : Start Price: $105.18 VMI Score: -8.82

Dont fight the trend. The price needs to correct a bit closer to it's next support level at around 72. This will put it's PE at a much more rational number and will help stablize a bottom before moving again to challenge it's highs. stock will underperform for the next several months then tiime to re-evaluate.

DonS2420 (< 20) Submitted: 5/27/2008 9:53:54 PM : Start Price: $113.28 VMI Score: +4.17

An agriculture based stock is going to do well in the current market. With the rising cost of food and ethanol production, the higher pricing level of these products also represents a higher investment. Irrigation equipment is one way to protect that investment. On the other side of the business is of course the utility tower production which is imperative in the wind generation boom.

roger5656 (39.96) Submitted: 5/13/2008 11:41:24 AM : Start Price: $106.79 VMI Score: +11.02

chart

EMG114 (< 20) Submitted: 4/21/2008 3:48:16 PM : Start Price: $91.17 VMI Score: +28.21

Press Release Source: Valmont Industries, Inc.

Valmont Announces First Quarter Results
Wednesday April 16, 5:30 pm ET
Highlights:
- Record first quarter sales, operating income and net earnings.
- First quarter sales increased 24%.
- First quarter operating income rose 51% and was 12% of sales.
- First quarter net earnings increased 59%.
- Global Irrigation Segment sales increased 41% and operating income was 83% higher.
- Engineered Support Structures Segment sales increased 19% and operating income rose 16%.
- Utility Support Structures Segment sales increased 26% and operating income rose 54%.
- Coatings Segment sales rose 4% and operating income increased 26%.

http://biz.yahoo.com/prnews/080416/law075.html?.v=101

Looking good...BUY!

lalakskss (< 20) Submitted: 4/14/2008 4:48:03 PM : Start Price: $94.56 VMI Score: +20.43

Irrigation is going to be of a premium this year as farmers try to squeeze every last kernal out of their acreage with record prices looming. These guys are trading at their highs but I don't think it's finished. Good growth and they're established.

YeshuaHaMashiach (< 20) Submitted: 1/9/2008 1:16:55 PM : Start Price: $89.14 VMI Score: +31.34

Who doesn't need improved electrical power grids? The increasing earnings per share of this company shows that gaining the approval of those who need Valmont's products.

Great fundamentals will keep this baby moving. It is hanging touch, fighting back in a bearish market.

SteelBreez99 (96.60) Submitted: 11/3/2007 3:38:20 PM : Start Price: $83.81 VMI Score: +46.35

Value line . timely stocks in timely industry, Tech Rateing =1

emonkey (53.91) Submitted: 10/9/2007 4:29:06 PM : Start Price: $89.75 VMI Score: +40.95

Macro: Some industries will not be replaced by China, VMI's products are infrastructure products, this industry has strong growth potential.

Micro: 5 of last 6 quarters with positive earnings surprises.

rbakjdsu (82.36) Submitted: 7/23/2007 9:38:07 AM : Start Price: $82.64 VMI Score: +50.63

study project

fishinfred (85.53) Submitted: 6/8/2007 9:33:39 AM : Start Price: $64.26 VMI Score: +87.74

Solid company, good management in a secure industry

triple24 (< 20) Submitted: 5/29/2007 5:44:32 PM : Start Price: $66.30 VMI Score: +83.29

Check the mfr of the street light pole outside your house or office; than think GVA, BGC, etc. Than think corn. Than think from 150% DTR down to less than 50% and you get the elec grid, highway construction, irrigation and a fine well managed midwestern company with growing overseas sales---China mfg facility...

wwmcn (68.50) Submitted: 4/28/2007 5:21:48 PM : Start Price: $63.00 VMI Score: +91.36

Leader in pivot and lateral move irrigation systems. Will continue to grow in the US and worldwide. Also in other niche markets. Check their site, valmont.com, and look at history and then timeline.

HoldSideAnalyst (< 20) Submitted: 4/11/2007 7:00:05 PM : Start Price: $55.78 VMI Score: +111.46

With $3.20 corn due this year, farmers will be spending money. While I like the ag play, the real story here is the terrible US electric infrastructure. With the advent of wind and other alternative energy sources, the infrastructure will need serious upgrades, and VMI will be there to benefit. Expanding margins show the business has decent internal leverage. They've had quite a run but look decent at 19x forward earnings. Compare to LNN at 25x forward earnings with a less diversified model and the value is clear.