1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Sydnee Gatewood
Sydnee Gatewood
Articles (2952) 

John Rogers Comments on FLIR Systems

Guru stock highlight

October 30, 2020 | About:
We initiated a position in the world's leading provider of thermal cameras, FLIR Systems, Inc. (NASDAQ:FLIR) in the quarter. FLIR's competitive advantages in industrial and defense thermal imaging technology provide an attractive long-term financial profile. The company's scale, combined with a vertically integrated cost structure, with a research and development focus, allows it to price products competitively, earn operating margins above peers and consistently reinvest in innovation. Investor concerns around an industrial recession and defense budget cut fears driven by the pandemic provided us with an entry point to own this niche industry leader, with attractive long-term growth and margin prospects.

From John Rogers (Trades, Portfolio)' Ariel Focus Fund third-quarter 2020 commentary.

About the author:

Sydnee Gatewood
I am the editorial director at GuruFocus. I have a BA in journalism and a MA in mass communications from Texas Tech University. I have lived in Texas most of my life, but also have roots in New Mexico and Colorado. Follow me on Twitter! @gurusydneerg

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by Sydnee Gatewood


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)