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Precision Castparts: Compounder, Margin Of Safety, Long-Term Upside

2015-07-04 01:53:17| Industrial Machines - Topix.net

Precision Castparts has fallen out of favor due to short term issues such as lower revenue from oil+gas counter-parties, an incident at their plant, and exiting of a joint-venture. PCP is trading at a historically low multiple, meanwhile they are the crown-jewel of the industry and their core business is growing / improving.

Tags: safety precision margin upside

America depends on long-term highway funds

2015-07-03 20:53:39| Trucking - Topix.net

Bipartisan bickering continues to imperil the prospects of a long-term highway bill. Instead of providing certainty to members of the trucking industry, Washington is at it again with its favorite game of punting on passage of a long-term highway bill.

Tags: america funds depends highway

ArcelorMittal: A Safe Way To Play A Long-Term Steel Rebound

2015-07-03 00:29:37| Steel - Topix.net

They have reduced net debt from $32.5 billion in 2008 to $16.6 billion today, aiming for a target of $15 billion by the end of 2015. The history of the steel industry is one of peaks and valleys.

Tags: play safe steel rebound