I've been reading a bunch of negative press regarding VMI recently. In parallel, I've been reading a lot of positive press about Alaska Airlines (ALK). So I started comparing the two.....
In summary, I think the growth prospects for ALK over the next two years, far exceed those for VMI, and they pay the same dividend. So I closed VMI today, and bought a 2/3 position in ALK...around $44.73/share
Here is the FASTGraph snapshot for ALK:
Great earnings growth, they recently added the dividend, and the stock is nicely undervalued today!