word of caution to LT investors I work in surety for one of Jevco's competitor. I can tell you that Jevco does not always stick to good underwriting practices. This might lead to trouble down the road. In surety the last wave of bankruptcy was in the 1990s. For now we haven't seen much in terms of claims in surety but in the last few years we have been undercut by Jevco constantly offering lower rates and willing to take on higher risk exposure.
Just be cautious, follow construction activity for signs of trouble. I don't think the analysts covering the stock really know what is going on in the world of surety.