Argan: Solid Position To Capitalize On Power Generation Demand

Group 1 - The recommendation for Argan, Inc. (NYSE: AGX) is a buy rating, highlighting its attractive positioning to benefit from the multi-year power generation supercycle [1] - Argan, Inc. has a record backlog and a strong balance sheet, indicating robust operational capacity and financial health [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha, emphasizing a bottom-up analysis of individual companies [1]