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TMFDeej (99.46)

U.S. goods are leavin' on a jet plane, Don't know when they'll be back again

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February 14, 2008 – Comments (2) | RELATED TICKERS: HURC

OK, so that headline didn't really make much sense.  But doesn't it feel good to start the day with a little John Denver?  The point of the headline was to say that another area that I have been focusing on looking for investment opportunities in, U.S. companies that are heavily involved in exporting their goods (see my blog from 1/24 http://caps.fool.com/Blogs/ViewPost.aspx?bpid=31274&t=01001019292467236494), is playing out perfectly.  Today the government announced that U.S. exports rose 1.5% in December to $144.32 billion.

Too bad I haven't purchased more companies in this area yet.  One that I did buy is Hurco (HURC).  Its stock has pulled back significantly over the past several months and a large portion of its business comes from overseas.  I will keep my eyes open for more opportunities along these lines.

http://online.wsj.com/article/SB120299519095568409.html?mod=googlenews_wsj

Deej

Long HURC

2 Comments – Post Your Own

#1) On February 14, 2008 at 10:21 AM, wolfhounds (29.28) wrote:

You might look at BEAV which I've owned for 2 years and whose stock price has pulled back from 54 in December to about 41.5 The largest supplier of stuff that goes into airplane interiors, 70% of it's business is overseas. Recently, the CEO stated that 2008-2010 earnings will increase 40%, 25%, and 25% on confirmed orders which doesn't include any 787 #'s.

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#2) On February 14, 2008 at 10:56 AM, TMFDeej (99.46) wrote:

Thanks for the suggestion, wolfhounds.  I'll definitely look into that one.

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