MLI, CVCO, PRGS & UFPI Show Strong Bullish Trends
Since posting this original tweet:
$Mueller(MLI)$ is up 52%
$Cavco(CVCO)$ is up 19%
$Progress(PRGS)$ is up 6%
$UFP Industries(UFPI)$ is up 1%
All appear to still be attractive compounders trading at attractive valuations.
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Early January this year:
Here are four, under the radar, quality compounders.
- Progress Software Corp.
- Cavco Industries, Inc.
- UFP Industries Inc.
- Mueller Industries Inc.
Are you invested?
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PS - I’m still not sure that Mueller suit my investment criteria. It has quality financials, but very exposed to commodity prices I believe
https://x.com/long_equity/status/1827038165909336400
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