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Stock impact report

Graham Corp - Record Backlog, Similar Margins - Could This Time Be Different? [Yahoo! Finance]

Graham Corporation (GHM) 
NASDAQ:AMEX Investor Relations: graham-mfg.com/investor-relations-contacts
Company Research Source: Yahoo! Finance
I see it now as perhaps one of the most interesting plays on US defense spending hikes. Next year the budget might exceed $1 trillion if approved and Trump has made it clear he wants to invest in US shipbuilding capacity. This is directly aligned with GHM. We've already seen the DoD make strategic investments in US based companies operating in an essential industry like minerals. It's purely speculative, but I wouldn't be surprised if the same happens with GHM. If it doesn't materialize its strong financial position and long runway of growth makes it an interesting opportunity in today's markets. Revenue growth and margin results are mixed for GHM Warning! GuruFocus has detected 5 Warning Sign with GHM. Is GHM fairly valued? Test your thesis with our free DCF calculator. Graham Corp - Record Backlog, Similar Margins - Could This Time Be Different? Revenue growth has been impressive the past 3 years, outperforming the industry average and sitting in the upper percentile right Show less Read more
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