AGX News and Press, Argan Inc. From 05/24/20

This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa's 13F portfolio on a quarterly basis. It is based on Watsa's regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Prem Watsa's Fairfax Financial Holdings Portfolio series to g...

We wrote about Argan ( AGX ) in September of last year and stated that we believed this engineering and construction firm did not have much downside. When we wrote that piece, shares were trading at approximately $39 a share. Shares managed to rally from that point to hit $42 a share in Febr...

Argan (NYSE: AGX ): Q4 GAAP EPS of -$0.46 misses by $0.31 . More news on: Argan, Inc., Earnings news and commentary, Read more ...

This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa’s 13F portfolio on a quarterly basis. It is based on Watsa’s regulatory 13F Form filed on 02/14/2020. Please visit our Tracking Prem Watsa’s Fairfax Financial Holdings P...

Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) announced that recently its wholly owned subsidiary, Gemma Power Systems (”Gemma”), entered into an engineering, procurement and construction (“EPC”) services contract with NTE Connect...

Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) announced today that in late February 2020 its wholly owned subsidiary, Gemma Power Systems (”Gemma”), entered into an engineering, procurement and construction (“EPC”) services contra...

Introduction to the Positive/Negative Forensic Value Stock Selections This quantitative study continues a series of multi-year test now using the top four forensic algorithms applied to detect bankruptcy risk, earnings manipulation, and financial irregularities. This forward testing study co...

Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) announced today that in late December 2019 its wholly owned subsidiary, Gemma Power Systems (”Gemma”), entered into an engineering, procurement and construction (“EPC”) services contra...

Argan (NYSE: AGX ): Q3 GAAP EPS of -$0.44 misses by $0.38 . More news on: Argan, Inc., Earnings news and commentary, Read more ...

Investment Thesis Even though Argan ( AGX ) has a record backlog, the current valuation does not appropriately reflect the future earning power of this company. Furthermore, the industry is becoming less competitive and I believe Argan has structural competitive advantages that are often o...