Letters by company

Gencor Industries INC

1 letter discussing GENC. Everything written about it on this site is on its ticker page.

Palm Valley Capital First Quarter 2024 Commentary Palm Valley Capital Fund kept most assets in Treasury bills and sold Gencor, Miller and Crawford after valuations surpassed estimates, while exiting SSR Mining after the Copler disaster and Advance Auto Parts after cutting normalized-earnings expectations. It initiated Northwest Natural and retained TrueBlue, Kelly Services and Wiley amid cyclical or transitional earnings pressures. First Quarter 2024 AAP $2.8BAMZN $2.7TCRD-A $597M