7-8-08 transcript 5 stars Nymph's Take: I really like this company and the OXO products.BOOK VALUE IS THE SAME PRICE OF STOCK!!! CEO Rubin- 6 analyst. Record Sales and increase of 28.9%.. .42 v .32 yoy eps taking out $$ for fire and bad debt. HOUSEWARES segment increased to 1.3% OXO Brand which I love!! SG and A a little lower. Strong w/cash trading securities and investments 97.4M v 59.6M yoy Stockholders equity of 574M. Book Value of diluted share is $18.52!!! Inventory is down. Settled Lawsuit 1st qtr net earnings decreased 45.1% yoy But 3 things that did that 1. 2.5M Bad Debt from Linens and THings which is in BK 2. Fire, after-tax gains 3. Goodwill different accounting. If taken together 28.9% INCREASE in Net Earnings. Products inc Revlon, Vidal Sasson, BED HEAD (luv that), Toni, Dr Scholls, Hot tools, Health O meter,little decrease .3% Raw Cost Up but keeping margins. Commodities play..that's what consumers are buying per Target. Bought back 187,ooo shares with 153,000 left. Overseas China up on cost but moved up prices a little.

3-12-08 transcript 5 stars Nymph's Take: Historically these stores did good during Recessions, better same store sales..also, Walmart is starting to drop Fabric in some of their stores. CEO D. Webb- Year ago was going to improve...they invested in people and tight control of expenses and inventory. Same Store Sales up 3.3% this qtr...it's working. Fabric and Sewing biz up, Website made margins flat...if not included up 50 basis points..btw website 2% of sales. This year 12-15 new stores and 25-30 remodels. Steady performance of sewing and craft in PREVIOUS RECESSIONS looking at 1991 and 2001. 1.10 v 1.05 eps, Net earnings 15.4M v -1.9M yoy. Total sales dropped 2.5 % but that was because last year had an extra week. If 13 wk..then up 3.3%. Decreasing Debt. Walmart is stopping fabric sales in some of their stores..may decrease more. BIG THING!!! THEY NORMALLY DON'T TALK ABOUT THE CURRENT QTR....BUT due to the economy...wanted to let people know comps are positive!!! Half stores are large format and 1/2 stores small format. They had less mark downs and JUNE 30th a Hand Made Prom Dress contest...btw Hancock fabric had to many Christmas Items which hurt them.

9/28/2007 AZZ original call...5 stars all lite up. Nymphs Take: There is nothing wrong with this company. It has great international growth and a CEO that says '08 will be the best...nuff said. CEO David Dingus- Higher profit 2nd qt., net income 8.1 M v 5.3 M, diluted eps .66 v .45. Revenues rose 81.6 v 62.9..33% increase.. Co. has 2 parts Electrical and Industrial Products and Galvanizing. E & I up 24%. Orders up 32%. Not at full capacity. International...POWER GENERATION MARKET and HIGH VOLTAGE TRANSMISSIONS..they ship the parts. Strong improved international play, E & I is 55% of revenues with 58% in '08. Provide parts for Ethanol, Mining, refining, Wind, Surface Mining, etc. Tubular Products for petro are flat. Record setting levels in generators, scrubbers, wind. Revenues 45.1M...23.6% increase. operating 7.9..up 54%. High Voltage biggest play..strong domestic and international..Co. looking for new products. World leader in electrical products engineering and manuf. There products transmit medium and high voltage electricity and provide protection for the distribution of Power from the point of generation to the end user. Benefitted from Energy Replacement legislation. Equip. for aging substation. Guide. 315-325 M revenue, Dil. EPS 1.95-2.05. CEO agrees that a weak US dollar will them with overseas sales expect 25-35% ot be international.Galvanizing is 45% of co., 25% up...lev. to Zinc prices big time...'08 only 42% of co. CEO says '08 will be the best in the companies history.

July 30,2008 Actual Call, 5 perfect stars. Nymph's Take: It cleans up Army Bases, Defense Play with USAID and is a Wind Play...with T. Boone keeping them busy...too sweet. CEO- GREATEST Revenue EVER! Greatest Backlog Ever..they were SURPRISED by how good it was (shouldn't they have known?)..Net Rev up 29.6%, Net Income up 29.8%, Backlog up 29.3%..They talked about their WIND PROJECTS...they help design it, they don't make the towers or turbines..they do the locations, permits, transmittion (how do you get it into the grid)..they believe Wind is a 9B Industry and they want to get 4B of it..for 2008 they expected 100M..looks like it will be 150M and 200M for 2009..T.Boone is trying to get the tax breaks, lol.Their Cleaning up of the Military Bases (BRAC) is just the frontend of the Bell Curve or the 2nd Inning...they think they may get some biz from Auto Factories closing too...and it will speed up when Iraq unwinds..US GOV contracts are for up to 10 years..but have to get funding every year. Highest Book Orders. PEG is a little high at 2.02 but growth should be higher. For Water Plays...schools are weak..but small part. USAID..Afganistan..zero to full operation in this last qtr. Bottom line US Govt, Commercial and Wind is working

June 2 Transcript 5 stars, but missed qtr. Nymph's Take- they missed the analyst est by 4 cents ouch..but good company..one for radar CEO Medina..Extraordinary Fiscal Year. Q4 booking were the best ever. Business is booming. Raising guidance. Exceeded goal of 20% of the 50,000 sq ft data center. They say they have a superior and unique biz model. .1 World class carrier-neutral facility. 2. Full Suite of managed services inc infinistructed utiltiy computing platforms..best foundation for running mission critical applications. High Secure Data Centers. 36% revenues Feds. 64% Global Comm enterprises. Revenues 96% yoy, 91% receiving. SGA 8.8 v 8.6 yoy 26% of revenue. 340M total debt. Q1 selling 4M in equip. Also their platform allows customers to cut cost 8-15%. Brazil w/nap- largest piering point in Latin America. VERY BULLISH..Disaster recovery and biz continuity robust pipeline.