Acuity Brands, Inc.

  • Will efficient energy and rising construction open growth opportunities for these companies?

    By Hussain Asghar - August 1, 2013 | Tickers: AYI, HUB-B

    Rising energy prices, demand for energy conservation, rising construction, energy efficiency regulations, greater energy awareness, and rebounding economic conditions are the key factors contributing to growth in the lighting market. This market has also been witnessing an increasing penetration of LEDs, in an effort to reduce electricity costs. Furthermore, federal, state, and local governments continue to seek ways to cost-effectively upgrade public buildings and infrastructure. As a major user of more »

  • Can This Stock Keep Lighting Up Your Portfolio?

    By Lee Samaha - July 10, 2013 | Tickers: AYI, CREE, RBC

    North America's leading lighting company, Acuity Brands (NYSE: AYI), delivered another good set of results for its recent third quarter, and spoke about its markets picking up.The stock offers a ‘back door’ way to play the increasing usage of LEDs in lighting solutions.If you like the construction industry and energy-efficient lighting, then Acuity could be a stock for you. Its prospects look positive, but is that enough more »

  • 3 Stocks for Your Summer Vacation

    By Declan Fallon - July 8, 2013 | Tickers: SHLM, AYI, BSET

    The summer vacation season is in full swing. And with that, on many minds will what books to read, rather than what stocks to buy (or sell). The summer season can be a scrappy affair for the market, light trading doing enough to keep the lights on until the fall season. However, there will always be stocks nicely positioned to advance no matter what the season. These 'gentle sea breeze more »

  • Three Mid-Cap Picks for Solid Gains

    By Ishtiaq Ahmed - June 12, 2013 | Tickers: AYI, BEAV, TSN

    Mid-cap stocks offer attractive growth with a good history of income generation – stocks in the Mid-Cap segment have outperformed the stocks in the Small-Cap and Large-Cap segments. The five year annualized return for this category as per the S&P400 Mid-Cap Index amounted to 3.27%. Analysts believe that mid-cap stocks provide the best of both worlds by yielding stable returns with growth prospects.

    In my opinion, the three mid-cap more »

  • Is This Stock Going to Light up Your Portfolio?

    By Lee Samaha - April 7, 2013 | Tickers: AYI, LOW, RBC

    Anyone looking at the North American construction sector will be interested in what Acuity Brands (NYSE: AYI) had to say about the current state of markets. As a lighting manufacturer and distributor it is somewhat late cycle in the construction phase, but in general the commentary was positive and its revenues came in better than expected. So is this the green light for the construction sector and Acuity?

    Acuity’s more »

  • The Key Earnings for the Week (April 1)

    By Lee Samaha - March 28, 2013 | Tickers: AYI, CALM, CAG, MKC, RPM

    Earnings season is winding down now, but there is no excuse for not continuing to work hard to find stocks with upside potential. Paradoxically, the fact that there are so few major companies reporting next week should give investors the opportunity to spend more time looking at stocks that might not ordinarily be on the radar. And there are plenty of interesting stocks to look at next week, particularly if more »

  • Are These Electronics Stocks Shorted Out?

    By Chris Hodge - March 5, 2013 | Tickers: AYI, WIRE, NTE

    The world of small-cap electronics stocks is a violent one. Being cyclical and prone to revolutions every few years, Moore's Law isn't the only thing every manufacturer has to be leery of. But the volatility that gives you the risk of these small stocks blowing up in your face also gives them the kind of fuel that occasionally builds 10-baggers.

  • Will Amphenol’s Earnings Impress Once Again?

    By Damon Churchwell - January 16, 2013 | Tickers: AYI, APH, HUB-B

    Electrical product manufacturer Amphenol (NYSE: APH) is scheduled to release fourth-quarter results on January 17th. Earnings per share has exceeded analyst consensus estimates in each of the last four quarters, including a record showing of $0.90 for the September period. Expectations are that it will match that figure when it reports profits this week. Shareholders appear optimistic, with the shares having attained a 52-week apex recently.

    Here’s more »

  • Why Investors Should Be Patient After This Earnings Miss

    By Lee Samaha - January 8, 2013 | Tickers: AYI, CREE, DFS, HD

    Another disappointing set of results from Acuity Brands (NYSE: AYI) saw the stock down sharply in trading and question marksare being asked about the company’s growth prospects. I happen to hold the stock and, while it is never a good feeling to see a second earnings ‘miss’ in a row, I think investors should take a longer term view here and put things into perspective.

    What Happened With Acuity more »

  • Earnings Preview: Acuity Brands, Alcoa, and Monsanto

    By John Macris - January 7, 2013 | Tickers: AYI, AA, CREE, MON, SYT

    Earnings season formally kicks off on Tuesday this week, and I’m most interested in listening to the reports of Acuity Brands, Alcoa, and Monsanto. While I expect to see the words “Hurricane Sandy” and “fiscal cliff” printed abundantly on earnings transcripts in coming weeks, each of the above companies reporting on Tuesday is more levered to the commercial and industrial economy than the U.S. consumer. Readers may argue more »

  • The Key Earnings for the Week (Jan 7)

    By Lee Samaha - January 3, 2013 | Tickers: AYI, AA, MSM, SVU, WFC

    By now investors will be getting well into 2013 and looking forward to planning out the year. It’s a quiet week but we can always use these periods as a chance to discover and research new stocks. In addition it is the week of the JPMorgan Healthcare conference and anyone who is anyone in Biotech and Pharma will be there. It’s a great chance to find out what more »

  • A Portfolio for 2013 Part II

    By Lee Samaha - December 29, 2012 | Tickers: AYI, FFIV, FTNT, JNJ, WAG

    In the first article of this series, I discussed how I was setting up for 2013. I'm going to get to the process here, but first a recap of the overall portfolio. For the record, my New Year resolution is  to update the portfolio on my blog linked here.

    The current holdings are as follows:

    <img src="/media/images/user_12882/folio1_large.png" />


    Another interesting area of IT is security. Check Point looks like a value more »

  • Why This LED Play is Starting to Look Good

    By Lee Samaha - November 2, 2012 | Tickers: AYI, CREE, GE, HD, LEDS

    LED lighting and manufacturing company Cree (NASDAQ: CREE) is starting to look like an attractive business again. Timing the entry and exit points into investing in the LED cycle is fraught with difficulty, but I think there is some evidence that the stock is beginning to look reasonably priced in relation to its upside potential. LED lighting is going to be the next driver of an upcycle in demand and more »

  • Why I'm Buying This Company After its Earnings Miss

    By Lee Samaha - October 8, 2012 | Tickers: AYI, CREE, HD, PHG, LOW

    Lighting company Acuity Brands (NYSE: AYI) announced earnings recently and missed estimates. As usual, the market greeted this sort of news with a knee-jerk reaction sell off—but is this a buying opportunity? I think so, and will look to go back into this stock in due course.  

     Acuity’s Core Profit Driver

    Let’s not kid ourselves: this stock is primarily a play on the North American property construction more »

  • What to Look for in Earnings this Week

    By Lee Samaha - October 2, 2012 | Tickers: AYI, CALM, FDO, RBN, MOS

    It’s a relatively light week for earnings but many of the companies that will report are very interesting. This is purely a random event but it seems that many of them have a common theme. Specifically they appear to be companies that have their own idiosyncratic profit drivers that are somewhat outside the economy. These sorts of stocks are always good to research because they allow you to create more »

  • What Cree Reveals about the LED Industry

    By Lee Samaha - August 18, 2012 | Tickers: AYI, CREE, GE, HUB-A, VECO

    Cree (NASDAQ: CREE) recently gave a mixed bag of results although the market sent the stock sharply higher. This is probably due to the fact that -- for the first time in five quarters -- Cree beat market estimates and because the stock went into relief rally mode.  In summary, whilst the results were mixed for Cree, I think there is enough "color" in the numbers and in the surrounding commentary to more »

  • LED Lights the Way as This Stock Surges

    By Lee Samaha - July 6, 2012 | Tickers: AYI, CBE, CREE, HUB-A

    The doom and gloom merchants have certainly got hold of the market in certain sectors and few more so than the commercial property sector. Unfortunately for the bears when a shorted stock reports results that more or less confirm its current outlook than the result can be a brutal swing to the upside. This was the case with Acuity Brands (NYSE: AYI) recent results and there is a lesson that more »

  • 5 Stocks Insiders Bought Recently

    By Meena Krishnamsetty - April 18, 2012 | Tickers: AYI, FUN, VHI, VPRT, WES

    Insider information pays. While insider purchases do not always mean investors should also buy the stock, on the average, when an insider purchases stock in a company it tends to outperform the market over the next 12-month period. So, focusing on stocks with insider transactions, especially large purchases, is a good starting point to pick which stocks to analyze.

    In this article, we will take a closer look at the more »

  • What Happened to this Play on the Commercial Property Market?

    By Lee Samaha - April 5, 2012 | Tickers: AYI, CBE, CREE, MAS, LEDS

    Acuity Brands (NYSE: AYI) is a manufacturer of indoor and outdoor lighting and as such, is the sort of stock that has been bid up as the market prices in a recovery in the North American real estate market. Alongside its rival Cooper Industries (NYSE: CBE) and other real estate darlings such as Masco (NYSE: MAS), these stocks have been surging this year.

    A quick look at a recent price more »