NYSE:VMI (USA) Also Trade In: Germany

Valmont Industries Inc $ 207.59 -0.75 (-0.36%)

Volume:
135,709
Avg Vol (1m):
110,509
Market Cap $:
4.41 Bil
Enterprise Value $:
4.87 Bil
P/E (TTM):
31.69
P/B:
3.85
Warning! GuruFocus has detected 1 Severe warning sign with VMI. Click here to check it out.
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Valmont Industries Inc News and Headlines -

GuruFocus Articles Total 30
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Although the next few months may be volatile, Chuck Royce and Francis Gannon are optimistic for small-caps over the next few years

Do you think the market's strength is sustainable?

Chuck Royce (Trades, Portfolio): Over at least the next few years, yes. Based on what I see in small cap's fundamentals, current valuations, and market behavior, I'm cautiously optimistic. September was a volatile month, as well as the first month with negative returns for most of the indexes around the globe since the recovery began in March. The losses, however, weren't significant. This sort of more benign correction is common over the course of recoveries and gives me more confidence in the market's underlying strength. Yet, with a vaccine

173 Views    Sydnee Gatewood    2020-10-07 19:42
Valmont Industries tops the list

Growth investors may want to consider the following stocks since their price-earnings ratios are less than 20 and they have increased their earnings per share significantly over the past year.

Valmont Industries

The first stock to consider is Valmont Industries Inc. (VMI).

The Omaha, Nebraska-based producer of fabricated metal products saw its trailing 12-month earnings per diluted share grow by 80.5% over the past year to $7.4 as of the first quarter, up from $4.1 in the prior-year quarter. The price-earnings ratio is 15.4 as of May 29.

Following a 0.8% increase over the past year, the stock was trading

374 Views    Alberto Abaterusso    2020-05-30 21:39
Firm's largest sales of the 1st quarter

FPA Capital Fund (Trades, Portfolio) sold shares of the following stocks during the first quarter of 2020.

Allegiant Travel

The firm closed its Allegiant Travel Co. (ALGT) position. The portfolio was impacted by -9.32%.

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The provider of travel services by air has a market cap of $1.29 billion and an enterprise value of $2.26 billion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 29.23% and return on assets of 8.24% are outperforming 86% of

69 Views    Tiziano Frateschi    2020-04-15 16:35
These companies have highly profitable operations

The US economy continues to grow.

Economists’ second look at the gross domestic product for the third quarter of 2019 indicates that the US economy grew by an annualized rate of 2.1% in the period versus a prior estimate of 1.9% and above the 2% increase recorded for the second quarter of 2019.

One of the main drivers to the US GDP growth was a 0.3% increase in consumer spending in October 2019 from the previous month of September. The largest component of US GDP was pushed up by spending on energy, and this is not surprising as we are

180 Views    Alberto Abaterusso    2019-11-29 20:54
Fund also reduces several positions

The FPA Capital Fund (Trades, Portfolio) disclosed its third-quarter portfolio this week, revealing it exited one position during the quarter and reduced several others.

The Los Angeles-based fund, which is managed by Arik Ahitov, seeks to invest in small- and mid-cap companies to achieve long-term capital growth. It looks for companies that have competitive advantages, little to no leverage and three-to-one upside-downside scenarios.

Based on these criteria, the fund sold out of its Cimarex Energy Co. (XEC) holding. It also reduced its positions in several other companies, including Western Digital Corp. (WDC), MKS Instruments Inc. (MKSI), Valmont

105 Views    Sydnee Gatewood    2019-10-16 16:25
The fund is aiming to buy low and sell high

The FPA Capital Fund (Trades, Portfolio), once run by famed investor Robert Rodriguez, announced Thursday that it added five fresh positions to its portfolio during the first quarter.

Current FPA Fund portfolio manager Arik Ahitov purchased: MKS Instruments Inc. (MKSI), Ryder System Inc. (R), Vail Resorts Inc. (MTN), Valmont Industries Inc. (VMI) and Cheesecake Factory Inc. (CAKE). He sold only one stock, Rowan Companies PLC (RDC), and reduced 12 others. The portfolio ended the quarter with 26 positions valued around $191 million.

The largest sectors represented in the portfolio were: energy at 25.43%, technology at 24.79% and

347 Views    Holly LaFon    2019-04-18 21:39
Guru stock highlight

Only one of the Fund’s investments, Valmont (NYSE:VMI), detracted from performance during the quarter – and only by -0.04%. Valmont is a manufacture of metal products across four businesses: poles & towers for lighting, traffic, and cell service; utility transmission and distribution structures and wind towers; galvanizing metal services; and irrigation. The management team is focused on free cash flow generation and the company has a strong balance sheet (e.g., low interest rate debt that is not due until 2044 and 2054).

From FPA Capital's first-quarter 2019 shareholder letter.

29 Views    Holly LaFon    2019-04-17 19:55
Discussion of holdings and markets

March 31, 2019 marked the end of the [url=http://www.gurufocus.com/StockBuy.php?GuruName=FPA+Capital+Fund]FPA Capital Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=FPA+Capital+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=FPA+Capital+Fund]Portfolio[/url]), Inc.’s (“Fund”) fiscal year 2018. US stocks were very volatile during the second half of the fiscal year. The Russell 2500 was down 18.49% during the fourth quarter of 2018 and was up 15.82% during the first quarter of 2019.

Being an absolute value investor continues to be challenging. The chart below depicts the forward price-to-book of companies in the value index versus the growth index. The spread widened from about -0.5 at the height of great financial crisis to about -2.2 today.1 The lower the spread,

40 Views    Holly LaFon    2019-04-17 19:46
Guru ventures a few guesses where Buffett may find the next Precision Castparts

In an interesting episode of Squawkbox Mario Gabelli (Trades, Portfolio) highlights a couple of companies that Berkshire Hathaway (BRK.A)(BRK.B) CEO Warren Buffett (Trades, Portfolio) might look at next. With Buffett unlikely to ever buy a defense company, Gabelli skips over that sector (although he likes several names in the industry) but instead focuses on water infrastructure:

Valmont Industries

In the water sector, Valmont Industries (VMI) is the best suggestion with its $3.66 billion of total enterprise value. It trades at total EV/EBITDA multiple of

1092 Views    Bram de Haas    2016-04-30 20:44
Small-cap investor trims holding in electronic and industrial stocks

Chuck Royce (Trades, Portfolio) manages a portfolio composed of 1,200 stocks and he reduced his stake in many stocks during the fourth quarter. The following are his most heavily weighted reduced stakes.

The guru reduced his stake in Benchmark Electronics Inc. (BHE) by 58.72% with an impact of -0.37% on the portfolio.

The company is engaged in the business of manufacturing electronics and it provides its services to original equipment manufacturers of computers and related products for business enterprises, medical devices, industrial control equipment, testing and instrumentation products, and telecommunication equipment. In the third quarter, as

717 Views    Tiziano Frateschi    2016-02-05 22:30

Martin Whitman (Trades, Portfolio) of Third Avenue Value Fund is a contrarian investor who looks to invest in "safe companies that are cheaply priced."

The business has to be easy to understand, have strong management, strong finances and strong a strong legal framework. The stock also has to be significantly discounted in relation to its intrinsic value while also having potential for attractive growth.

Here's a look at Whitman's top growth stocks:

Wheelock and Co Ltd (HKSE:00020)

2.8% of Whitman's portfolio consists of HKSE:00020. Whitman currently owns 9,428,000 shares, valued at $53,342,000.

Wheelock and Co is

1114 Views    Amber Harris    2015-03-18 21:02

The agricultural sector is another example of a fruitful area of idea generation for us over the past few years. Due to weather-related factors, the supply trends have been all over the board, creating high volatility in the stock prices of agriculture-related companies. The volatility in supply is countered by a very strong and steady demand. World population and income levels are growing, driving demand for beef and other protein products. As demand for protein grows, agricultural demand grows with it. At Third Avenue, we are attracted to those situations. Short-term dislocations can produce attractive prices, when the long-term trends

1402 Views    Vera Yuan    2014-12-12 21:57

Dear Fellow Shareholders,

On October 16, 2014, Third Avenue hosted its 17th Annual Value Conference. I would like to share some thoughts from a conversation that I had with our CEO, David Barse, which was part of the formal presentation schedule.

One of the questions related to how Third Avenue thinks about all the attention that passive investing has garnered from the greater investment community recently. While clearly market flows into ETFs have been robust, we believe that the risks of ETFs are not well understood by the market, as it appears the “galloping herd” believes this passive strategy is

2149 Views    Holly LaFon    2014-12-12 21:32

Valmont Industries (VMI), a leading global provider of engineered products and services for infrastructure and mechanized irrigation equipment for agriculture recently reported results for the second quarter 2014. Its performance for the second quarter was primarily driven as sales for its Engineered Infrastructure Products Segment rose significantly due to acquisition growth. Also, this strong sales performance in this segment helped the company to compensate the lower sales in the other segments such as irrigation and coating and utility support segments.

A recovery cannot be ruled out

Valmont posted net sales of $842.6 million, a slump of 4.1% as compared to

560 Views    RHPanalysts    2014-10-27 22:03

Valmont Industries (VMI) is in a bad state after it posted disappointing results. The company was further hurt by the lower earnings outlook, which led its shares to fall. The company also missed consensus estimates on earnings front, further adding to Valmont’s woes. The company is also expected to face many short term challenges that may continue for some time. Let us have a look how Valmont manages to face these unfavorable situations.

A weak performance

Valmont Industries has lowered its full year 2014 guidance, and it is now expecting earnings to range between $8.70 and $8.90 per share as

395 Views    techjunk13    2014-10-21 20:28

Good Friday – A Monthly Affair for Option Sellers

Most people go through their whole investment lives without ever experiencing the thrill of seeing options they’ve sold expire worthless, month after month. The benefits of writing (selling) options are very misunderstood.

The technique is frequently disparaged by those who do not actively take the other side of the trades they warn others against making. Monthly options expire following the third Friday of each calendar month. The end of that trading week marks the ‘use it, or lose it’ date for owners of puts and calls.

For

966 Views    Dr. Paul Price    2014-09-21 14:57

I nearly always find something relevant and memorable in management meetings I attend, whether in our office or theirs. A recent visit by Mogens Bay, Chairman and CEO of Valmont (VMI), a diversified industrial company, is a case in point. We have had a modest sized investment in Valmont since 2009. We have since about doubled our money.

We think Valmont’s towers business will benefit from increased spending by utilities on more efficient electricity transmission and is well-positioned to grow. This is because the Federal Energy Regulatory Commission, in order to reduce our country’s energy consumption, has granted utilities

718 Views    Vera Yuan    2014-07-28 17:06

“This company could survive for a long time without its CEO. It couldn’t last through lunchtime without its welders.” Mogens Bay. Chairman and CEO. Valmont. May 2014.

On average, three to four corporate management teams visit us every day. Management meetings provide us with context about businesses that we research and in which we invest. These meetings also enable us to ask questions about long-term strategies, growth opportunities, challenges and competitive advantages. As importantly, they give us a chance to qualitatively assess management talent and personalities. That may be what is most important of all and in keeping with our

842 Views    Vera Yuan    2014-07-28 17:02

Better than Berkshire? The numbers say yes.

Is Valmont industries the greatest growth stock you’ve never heard of?

You would think that a stock which turned $10,000 into $64,415 over the most recent decade would attract a lot of ink. In reality, very few investors even have Valmont Industries (VMI) on their radar screens.

Valmont is too small and illiquid to interest many mutual fund managers. It is not held widely enough for many financial journalists to waste time on. Most readers now click only on stories concerning stocks they already own.

3271 Views    Dr. Paul Price    2014-04-18 18:36
Brokerage Analyst Actions – Good for a Laugh? Our media-centric world exposes investors to a slew of information on a continuous basis. Most individuals don’t have the expertise, or desire, to evaluate stocks on their own. They often trust opinions that they see on websites or hear while watching CNBC, FOX Business or Bloomberg channels. Unless you understand how analysts operate you might think the advice is worth listening to. Researchers want to appear smart when appearing on TV or radio. The best way to do that, in a risk-free manner, is to [i]explain what has already happened.[/i] That is
728 Views    Dr. Paul Price    2013-11-04 15:35

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