kali9 In June, I believed that shares of Atkore (NYSE:ATKR) were getting electrified, after shares had come down a great deal. While it was evident that peak earnings were coming down, I believed that ¨normal¨ earnings power started to provide support to the valuation, which together with a balanced capital allocation model started to reveal emerging appeal. This resulted in me initiating a first position at the time, way too early, with the benefit of a couple of months of hindsight. Since June, shares hav ...