EnerSys: Showing Margin Power But Waiting For Volume Growth
EnerSys ( ENS ) turned in a solid but uneven quarter for Q3 that was driven by cost cuts, better pricing, and improved product mix despite revenues barely growing and missing estimates due to weaker demandI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over l ...