Argan: Expanding Backlog And The Power Demand Supercycle Support A Buy Rating (NYSE:AGX)

Core Viewpoint - Argan (AGX) stock has increased approximately 60% since the last coverage in September, although it has recently given up some gains [1] Company Analysis - The analyst has a background of over 15 years in investment, focusing on mid-sized hedge funds with assets between $100 million and $500 million [1] - The investment strategy is centered on medium-term investing, targeting ideas with catalysts for value unlocking or short selling in the presence of downside catalysts [1] - The analyst expresses a preference for growth stories that are available at reasonable prices, with a generalist approach but higher conviction in industrial, consumer, and technology sectors [1]