The Middleby Corp (MIDD)

TMF1000 (98.37) Submitted: 9/11/06 4:16 PM : Start Price: $37.96 MIDD Score: 32.59

The Middleby Marshall Oven Company was founded in 1888. It was acquired by TMC Industries Ltd in 1983. The combined entity changed its name in 1985 to Middleby Corporation. The company has had a long record of survival.

Middleby believes they are o...

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BrewDood (63.74) Submitted: 5/30/06 9:29 PM : Start Price: $44.08 MIDD Score: 12.15

Here's a boring company, making pizza ovens, that may just end up as the most important player in the restaurant equipment business. This is a very disjointed industry, and MIDD has shown it can create value on the hot side of the equation by integr...

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swanriverdaisy (36.74) Submitted: 6/21/06 3:46 PM : Start Price: $40.10 MIDD Score: 22.01

Midd has ovens in 1/3 of restaurants and has been doing very well with their business strategy over the past few years. The company is currently trying to buy Enodis and by doing so would substantially increase their size and market. They would also...

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TMFBreakerDave (99.15) Submitted: 5/06/06 7:43 PM : Start Price: $44.60 MIDD Score: 15.33

Tom Gardner tells me he thinks this is a "$225+ stock in the next five years." I'm thinking a near triple would best the market averages over that time. Outperform. Here's to you, Tom Gardner.

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TMFPlatoish (31.81) Submitted: 10/07/06 4:32 PM : Start Price: $41.49 MIDD Score: 17.92

Great little company with top notch management approaching the commercial kitchen with technology. Their energy efficient products will have long legs. They are playing into some really strong trends including the increase in eating outside of the ho...

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TMFMurph (31.25) Submitted: 5/18/06 5:48 PM : Start Price: $45.10 MIDD Score: 10.26

Restaurant equipment mavens, with a focus on their customers and an eye towards less energy usage/costs.
Enodis acquistion unlikely ( and if MIDD starts to chase it to unreasonable levels, all bets are off )....but look for other ( probably smaller )...

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SureBeatsWorking (91.37) Submitted: 6/01/07 8:49 AM : Start Price: $60.98 MIDD Score: -2.80

A turnaround company from 2003 when p/e ratio was down in the 12s. They started by concentrating on their profitable product lines.

A great acquirer which is where a lot of its growth comes from. It also has a habit of acquiring companies that will ...

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rgrossfool (< 20) Submitted: 5/03/07 9:12 PM : Start Price: $38.45 MIDD Score: 31.42

Middleby Corp just released their quarterly earning a short while ago. Middleby beat analyst expectations by ~2.5% The highlights of the quarter include the 24% increase in operating income, the 32% increase in EPS, and the 2.1% gain in operating m...

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LakeEffect (88.84) Submitted: 2/03/08 12:12 AM : Start Price: $65.21 MIDD Score: -15.44

Ok, I've waffled on this one for a while and resisted picking it until now. I believe the recent haircut provides us a good buying opportunity. Seems like a well-run business that's relatively immune from outsourcing and credit problems that plague s...

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herb41 (< 20) Submitted: 7/14/07 4:11 PM : Start Price: $62.52 MIDD Score: 2.76

as good as this company's prospects look and as strong as its returns on capital are, I just dont see much margin of safety here. According to my discounted FCF calculations, the market may be pricing the company at 20% growth in the next three year...

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