I am reaffirming BWX Technologies (NYSE:BWXT) with a positive risk/reward rating based on its timeliness given the recessionary macroeconomic environment, its portfolio diversification attributes, visibility into the future, discounted valuation, asymmetric potential return profile, and its multitude of company-changing growth opportunities.

This update is an extension of my prior report which offers greater detail and serves as a foundation for the BWXT investment case: BWXT is leading the nuclear technology renaissance. Please note that I structure these reports to serve as an extended framework and decision support tool for approaching each company through time. As a result, each report builds on the prior work which I highly recommend for greater context.

Risk/Reward Rating: Positive

The Russian war is shining a spotlight on the world’s energy and security vulnerabilities. This follows closely on the heels of the COVID pandemic which illuminated critical supply chain fragilities. Each of these events plays directly to the strengths of BWX Technologies.

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