MTW – Great Earnings News
Todd, The 2nd Quarter is usually their strongest quarter, so I expected earnings to fall from 1.044 It fell to 0.80, analysts expected 0.81. Then of course they lowered their full year outlook (cause of the $0.99 UK currency hedge 1-time cost ––no brainer) They’re still up Year over Year, That’s good, but I think [...]
MTW, BUCY; still bulls? I think so. Definately BUCY
Todd, “The $2.7-billion acquisition will establish Manitowoc among the world’s top manufacturers of commercial foodservice equipment. Manitowoc said it is also is one of the world’s leading producers of cranes and innovative lifting solutions for the global construction industry.” (referring to Edonis). ————Side note: (the point is to illustrate that a lot of construction companies [...]
CEDC Currency Rates
Hey Nate, I’ve tabled this one, cause I have no idea about how the currency exchange rates will impact the company. Here’s the Q2 transcript: http://seekingalpha.com/article/89211-central-european-distribution-corporation-q2-2008-earnings-call-transcript A few highlights I just found: “we continue to see in Poland and in Russia, of course with the higher GDP growth of Russia, certainly trade-up opportunities are higher [...]
1 Stock
Greg, That’s hard. I hate picking just one. For the sake of using macroeconomics, China’s my favorite country and they aren’t hurting fundamentally as bad as we are. My favorite “ultra-high” risk play is GHII. It’s a penny stock that is trading at 11 cents and in my opinion is worth about $2 or more. [...]
Discounted Cash Flows
Dario, It has to do with rules of thumb applied to discounted cash flows of future earnings. The stock is CEDC. A few “calculators” http://www.moneychimp.com/articles/valuation/dcf.htm http://www.creativeacademics.com/finance/dcf.html#what Basically, when the PEG ratio < 1; the Price that you pay for current earnings is less than the anticipated growth rate of the company. It took me a [...]
Should I sell?
Dario, PCP and MTW are the two of those that I trust the least. I’m waiting on earnings on MTW, but PCP is pretty much hoping that the Boeing strike will end soon. I’ve got a pretty long time horizon and history is telling me to be optimistic. When the market bottoms (if it hasn’t [...]
NPK
This company looks really good, priced to grow at 2.8% and has been crushing around 30%. Everyone agrees with me. I haven’t researched it enough to write about it or buy it… yet
BTU
How’s it going, I looked into it. You were probably advertised this company because: Peabody Energy Corp. Raises FY 2008 Earnings OutlookThursday, 16 Oct 2008 08:02am EDT Peabody Energy Corp. announced that for fiscal 2008, it has raised EBITDA guidance to be in the range of $1.75 to $1.85 billion and earnings per share (EPS) [...]
MTW2
Todd, It is definitely priced below the current forecast and what’s reasonable. There are a lot of companies priced like this right now. There are also a lot of companies that are overpriced in my opinion. My objective is to only own the companies that have little if any debt, consistent revenues and earnings, and [...]
MTW
Todd, MTW is priced to grow at -1.2% over the next 5 years. Their Crane group does about 80% of their revenues. From their last quarterly transcript: “This trend was reflected in our crane backlog, which stood at $3.5 billion at June 30, an increase of 70% over the same period in 2007.” “The solid [...]