Babcock & Wilcox: A Confused Market Has Created Another Opportunity

Vince Martin 7.87K Followers Follow Summary Babcock & Wilcox (BW) presents a compelling opportunity as volatility and skepticism create attractive entry points despite recent sharp price swings. Numbers are hard to see through, and trust remains limited, meaning investors have focused on possibly disappointing margins on the Base Electron project. But those numbers also suggest that at least something is going right here, and more than enough with the stock more than halved. Valuation has normalized after a sharp pullback, making BW shares worth the inherent risks for investors seeking upside. owngarden/iStock via Getty Images This admittedly is an odd way to open a piece of analysis, but I honestly have no idea what the market has been doing with Babcock & Wilcox ( BW ) stock over the past few This article was written by Vince Martin 7.87K Followers Follow I've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC. Now co-host of The Atlantic Current podcast, with twice-weekly cross-border conversations on politics, finance, and culture. Analyst’s Disclosure: I/we have a beneficial long position in the shares of BW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.