3Monยท

Small position in the MidCaps $EME (-3.4%) . Not in the big news, but decent PE 20, FPE 17, great EPS F5Y, no debt, 26% ROIC, 6% EV/FCF, 1.06 Beta, 24% Return in last 10 Years, including +16% in 2022 and only -5% in 2008. 18% under valued if you believe analysts :D. 3 months in lateral. My first position in industrials, hope it behaves properly. Any opinions?

25.07
EMCOR Grp logo
Bought x0.416 at โ‚ฌ366.30
โ‚ฌ152.24
3
1 Comment

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Looks decent, putting it ob my watchlist ๐Ÿ˜‰
โ€ขโ€ข
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