Douglas Dynamics: Market Leader Trading At Near-Trough Multiple On Depressed Earnings

Endava: Attractive Investment Opportunity As Secular Tailwinds Remain Intact

Motorcar Parts Of America: Higher Rates Detracting From Improving Fundamentals

The Hackett Group: AI Hopes Seem Too Optimistic

Hibbett: Short-Term Concerns Don't Negate Long-Term Story

Rush Enterprises: Looks Undervalued Based On Normalized Free Cash Flow

Commercial Vehicle Group: Disappointing FY2023 Results And Outlook

Luxfer: Improved Outlook With Planned Divestiture

SharkNinja: At A Fair Valuation And Gaining Market Share In A Growing Industry

Seneca Foods: A Look At Sales Volume Trends

Pitney Bowes: FY2024 Guide And Lack Of Details On GEC Changes Disappoints Investors

Argan: Favorable Supply/Demand Environment And Improved Capital Allocation

Miller Industries: Remains Underfollowed And Undervalued

Comstock Holding: Q3 2023 Update And Recent News

Preformed Line Products: Reasonable Valuation Despite Potential International Cyclicality

Graham Holdings Company: Good Business Culture, Poor Business Execution

Commercial Vehicle: A Buy Before Q3 Earnings

Clearwater Paper: Set To Benefit From Industry Tailwinds

The Shyft Group: Facing Both Short-Term And Long-Term Questions

The Container Store: High Returns Possible For Investors Willing To Deal With Volatility

Valvoline: A Well-Oiled Machine

Lakeland Industries: M&A Unlikely To Provide Consistently High Returns

Revolve Group: Headwinds Will Be Difficult To Overcome

Nathan's Famous: High Value Growth Driven By A Strong Brand

Installed Building Products: Returns On Invested Capital Are Unsustainably High