First quarter results that came in below my expectations have me rethinking my position in this company.
Tag: Bird Construction
With a very aggressively positioned portfolio, I am charging full steam ahead into the new decade.
As signs of an impending recession accumulate and trade war tariffs loom, the resultant investor gloom is throwing up some very interesting investment opportunities.
After an extensive review of the investment landscape following the first quarter earnings season, I decide to jettison Preformed Line Products from the portfolio, take profits on PHX Energy Services and add a new name, Bird Construction to the stable.