No qualifying author-owned investment thesis was confirmed in this post.
The author is undecided and explicitly asks for advice rather than expressing a personal directional investment judgment to buy, sell, or hold.
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Last May I bought POWL for 184 and now it went to 550. Should I trim?
My valuation that time was 460. Now, I would say it's fair price around 500.
This is electric equipment manufacturer and installation company. The story was they almost completed building in newly purchased facility and their manufacturing space was production capacity bottleneck. After that they worked as I would expect and had stable growing revenue and net income.
Last quarter they got $100M revenue from data center contracts, which they did not have before or they were on much smaller scale. This is a big change of the story.
Now story tells they could grow their business and earnings significantly, but valuation is a bit too high and I looking at it since the beginning of year and cannot decide should I trim or hold. What would you do?