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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

 

Advance Auto's Margin Expansion Should Fuel More Growth

2015-07-01 15:14:30| Auto Parts - Topix.net

Auto retailer Advance Auto has - like its competitors - seen its shares rise very steadily in recent years. The big rally for AAP began late in 2013 as it took off from the low $80s and never looked back.

Tags: growth advance autos expansion

 
 

IN THE MONEY: H&M faces margin pressure on dollar impact

2015-06-26 17:04:53| Daily apparel & textile news and comment - from just-style.com

H&M Hennes & Mauritz will likely suffer gross margin pressure in the near-term, analysts believe, as the negative impact from the strong US dollar is compounded by increased purchasing costs and increasing wages.

Tags: money impact pressure dollar

 

Multi-Color reports strong organic growth and margin results for fiscal 2015

2015-06-05 07:00:00| Label and Narrow Web Breaking News

Net revenues increased 15% to $810.8 million from $706.4 million in the prior year.

Tags: results reports strong growth

 

Dow Chemical: Betting On Continued Margin Enhancements

2015-05-25 02:18:36| Chemicals - Topix.net

The stock's 23% margin of safety is decent, but it is predicated on whether Dow Chemical can permanently lift operating profitability and continue repurchasing shares going forward. Dow Chemical Company is undergoing a transformation.

Tags: continued chemical margin dow

 

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