Solid company. Opportunity in infrastructure earnings from stimulus. Lots of upside right now.

thought it was a good stock

great growth and earning growth

9/28/2007 AZZ original call

Nymphs Take: 5 stars, there is nothing wrong with this company. It has great international growth and a CEO that says '08 will be the best

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.

IBD=A-

Dropped out of this stock too early, but has positive action.

good fundamentals

Friend

1.56

Mutual fund ownership of the firm has jumped to 30 funds from 19 three quarters ago. The Fort Worth, Texas-based firm makes electrical components and provides steel-galvanizing services. Shares have advanced for the past five weeks on big volume.