Banner
Metal Fabrication

Chart Industries, Inc. (Nasdaq: GTLS) – FYE 12/2018 – SELL HALF The stock is currently trading at levels above my most recent $55 baseline value estimate, but below my most recent $89 terminate target. Please See Linked PDF Worksheet
Posted on 02/26/19

Gulf Island Fabrication, Inc. (Nasdaq: GIFI) – FYE 12/2018 – NO VALUE – The company has no discernable value as an on going concern. Please see linked PDF worksheet.
Revised on 09/12/19

Graham Corporation (NYSE: GHM) – FYE 03/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $12 initiate target, but below my most recent $24 reduce target. Please See Linked PDF Worksheet
Posted on 06/03/19

Mueller Industries, Inc. (Nasdaq: MLI) – FYE 12/2018 – INITIATE – The stock is currently trading at levels in line with my most recent $30 initiate target. Please see linked PDF worksheet.
Revised on 09/13/19

Olympic Steel, Inc. (Nasdaq: ZUES) – FYE 12/2018 – INITIATE – The stock is currently trading at levels in line with my most recent $55 initiate target. Please see linked PDF worksheet.
Revised on 09/13/19

Reliance Steel and Aluminum Company (NYSE: RS) – FYE 12/2018 – INITIATE – The stock is currently trading at levels in line with my most recent $112 initiate target. Please see linked PDF worksheet.
Revised on 09/13/19

Valmont Industries, Inc. (NYSE: VMI) – FYE 12/2018 – SELL HALF – The stock is currently trading at levels at or above my most recent $139 reduce target, but below my most recent $178 terminate target. Please see linked PDF worksheet.
Revised on 09/13/19

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.