Blue Bird Looks Quite Cheap Even After Factoring In Policy Uncertainties

Group 1 - Blue Bird Corporation (BLBD) has lost most of its gains from May 2024 due to uncertainty surrounding a key industry tailwind for electric vehicle (EV) school buses [1] - The company operates in a sector that is influenced by various factors, including market demand for EVs and regulatory support for electric school buses [1] Group 2 - The investment focus is on value-oriented opportunities, particularly in sectors such as chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The investment strategy emphasizes acquiring stocks that are undervalued and have potential catalysts within a time frame of one quarter to two years [1]