Argan: Solid Position To Capitalize On Power Generation Demand (NYSE:AGX)

I recommend a buy rating for Argan, Inc. (NYSE: AGX ). The setup for AGX is very attractive, in that it is positioned to capitalize on the multi-year power generation supercycle, with a record backlog, strong balance sheet, and friendlyI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the mediu ...