NWPX Infrastructure: Strong Backlog, Margin Upside, And Federal Tailwinds Support Further Upside

I last covered NWPX Infrastructure (NASDAQ: NWPX ) in June with a Buy rating, and the stock has done really well since then, rising around 30% versus the S&P 500's ( SPYI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights ...