NYSE:VMI (USA) Also trade in: Germany

Valmont Industries Inc

$ 117.9 0 (0%)
On watch
Volume: 130,660 Avg Vol (1m): 154,502
Market Cap $: 2.58 Bil Enterprise Value $: 3.18 Bil
P/E (TTM): 28.62 P/B: 2.40
Earnings Power Value 78.07
Net Current Asset Value -12.24
Tangible Book 21.33
Projected FCF 103.96
Median P/S Value 143.51
Graham Number 44.46
Peter Lynch Value 0
DCF (FCF Based) 0
DCF (Earnings Based) 0
1Y (-%)

GuruFocus Articles Total 40
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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

NEW YORK, March 06, 2019 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors, traders, and shareholders of Zogenix, Inc. (ZGNX), LivePerson, Inc. (LPSN), Valmont Industries, Inc. (:VMI), Carnival Corporation (:CCL), Inphi Corporation (:IPHI), and Westlake Chemical Partners LP (:WLKP), including updated fundamental summaries, consolidated fiscal reporting, and fully-qualified certified analyst research.

Complimentary Access: Research Reports

Full copies of recently published reports are available to readers at the links below.

ZGNX

0 Views    Marketwired    2019-03-06 13:03

NEW YORK, Feb. 01, 2019 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors, traders, and shareholders of Rexnord Corporation (:RXN), Carlisle Companies Incorporated (:CSL), Acorda Therapeutics, Inc. (ACOR), Valmont Industries, Inc. (:VMI), Reliance Steel & Aluminum Co. (:RS), and Thermo Fisher Scientific Inc. (:TMO), including updated fundamental summaries, consolidated fiscal reporting, and fully-qualified certified analyst research.

Complimentary Access: Research Reports

Full copies of recently published reports are available to readers

0 Views    Marketwired    2019-02-01 13:18

NEW YORK, Nov. 01, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Valmont Industries, Inc. (:VMI), Tupperware Brands Corporation (:TUP), Integrated Device Technology, Inc. (IDTI), WisdomTree Investments, Inc. (WETF), Weyerhaeuser Company (:WY), and Wynn Resorts, Limited (WYNN), including updated fundamental summaries, consolidated fiscal reporting, and fully-qualified certified analyst research.

Complimentary Access: Research Reports

Full copies of recently published reports are available to readers at the links

0 Views    Marketwired    2018-11-01 16:01

NEW YORK, Aug. 03, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Valmont Industries, Inc. (:VMI), Mercury General Corporation (:MCY), PICO Holdings Inc. (PICO), Alphabet Inc. (GOOGL), Zumiez Inc. (ZUMZ), and Restoration Robotics, Inc. (HAIR), including updated fundamental summaries, consolidated fiscal reporting, and fully-qualified certified analyst research.

Complimentary Access: Research Reports

Full copies of recently published reports are available to readers at the links below.

VMI

0 Views    Marketwired    2018-08-03 12:00
Two risk factors prove worse than anticipated

In the quarter, we initiated a new position in Anixter International (AXE). We became very interested in the company as its stock price sold off from a peak of $106 in March 2014 to about $65 in July of this year, as investors became concerned about the economy slowing down and the negative effects of the strong U.S. dollar. Anixter is a global distributor and solutions provider for a multitude of cables, electrical wires and electrical and security equipment for offices and industrial plants.

Although distribution is a competitive business, Anixter offers a unique value-added business model for its customers.

728 Views    Cody Eustice    2015-09-09 21:46

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
This week the industrial products sector has fallen to the ninth position of the top 10 U.S. sectors with the most companies on a 52-week low. The industrial products sector currently has 20 companies out of 243 on a 52-week low. The low ratio is 0.08. Here’s a review of four companies screened for yield, active insider trading and billionaire investors. [b]U.S. Industry Sector: Industrial Products[/b] [b]Highlight: Valmont Industries Inc. (VMI) - Yield 0.70% [/b] The current VMI share price is $134.59, or 18.4% off the 52-week high of $164.93. Up 1% over 12 months, Valmont Industries Inc. has a
1459 Views    Sally Jones    2013-10-23 22:10
Before analyzing a company for investment, it’s important to have a perspective on how well the business has performed. Because at the end of the day, if you are an investor, you are buying the business. The FAST Graphs™ presented with this article will focus first on the business behind the stock. The orange line on the graph plots earnings per share since 1999. A quick glance vividly reveals the historical operating record of the company. Valmont Industries Inc. (VMI) is a leading producer and distributor of products for the infrastructure and agriculture markets. This article will reveal the business
978 Views    FAST Graphs    2013-08-12 22:04

Headlines Total 85
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2019-05-23 $117.8 (-2.33%)
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2019-05-20 $120.27 (-0.33%)
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2019-04-30 $134.84 (-0.03%)
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2019-04-25 $133.06 (0.17%)
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2019-04-24 $132.84 (1.2%)
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2019-04-18 $131.62 (0.18%)
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2019-04-17 $131.38 (-0.12%)
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2019-04-16 $131.54 (0.33%)
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2019-04-15 $131.11 (0.38%)
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2019-04-05 $132.9 (0.45%)
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2019-03-25 $128.83 (-0.19%)
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2019-03-22 $129.07 (-3.02%)
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2019-02-21 $136.66 (-1.93%)
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2019-02-20 $139.35 (1.18%)
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2019-02-13 $136.15 (1.32%)
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2019-01-28 $125.51 (-0.57%)
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2019-01-03 $109.07 (-1.32%)
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2018-11-22 $125.62 (%)
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2018-11-07 $133.04 (1.36%)
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2018-11-01 $129.36 (4.06%)
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2018-10-24 $115.21 (-9.65%)
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2018-10-23 $127.52 (-1.25%)
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2018-10-16 $133.24 (2.38%)
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2018-09-27 $135.9 (-0.37%)
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2018-09-21 $140.75 (-0.53%)
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2018-09-20 $141.5 (1.65%)
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2018-08-22 $140.4 (-1.02%)
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2018-08-10 $139.6 (-1.59%)
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2018-08-09 $141.85 (-0.11%)
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2018-08-03 $141.2 (0.79%)
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2018-07-25 $138.4 (-0.32%)
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2018-07-24 $138.85 (0.47%)
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2018-07-17 $140.95 (3.11%)
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2018-07-13 $139.9 (1.16%)
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2018-07-11 $151.85 (-2.19%)
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2018-06-12 $152.35 (-0.52%)
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2018-06-11 $153.15 (-0.62%)
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2018-04-27 $143.8 (0.77%)
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2018-04-19 $146.8 (0.44%)
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2018-03-23 $142.7 (-0.49%)
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2018-03-06 $145.25 (0.45%)
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2018-02-23 $149.25 (-1.68%)
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2018-02-22 $151.8 (-3.03%)
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2017-12-29 $165.85 (-0.39%)
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2017-10-24 $159.9 (0.57%)
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2017-10-20 $159.5 (-1.15%)
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2017-10-17 $158.95 (-0.13%)
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2017-09-08 $146.55 (0.93%)
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Truth Marijuana Industry - seekingalpha.com
2017-09-01 $144.8 (0.87%)
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2017-07-20 $157.7 (3.11%)
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2017-05-04 $150.8 (-0.69%)
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2014-12-12 $128.96 (-2.94%)
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2014-10-27 $132.55 (0.37%)
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2014-10-21 $137.48 (2.63%)
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2014-07-28 $149.59 (-0.03%)
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2013-10-23 $134.31 (-2.71%)
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2013-08-12 $139.54 (1.2%)
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2013-01-16 $142.11 (-0.67%)
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2012-12-04 $139.88 (0.87%)
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2011-02-23 $103.4 (-2.24%)
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2010-10-29 $78.85 (-1.09%)
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2010-10-25 $80.2 (-0.9%)
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2010-10-22 $80.93 (-0.53%)
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2010-04-29 $85.73 (2.95%)
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2009-11-03 $73.98 (2.27%)
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2009-08-17 $81.04 (-3.75%)
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