POSCO (ADR) (NYSE:PKX)

CAPS Rating: 5 out of 5

The Company manufactures and sells a line of steel products, including hot rolled and cold rolled products, plates, wire rods, silicon steel sheets and stainless steel products.

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Player Avatar DRovito (39.23) Submitted: 9/2/2010 9:56:51 AM : Outperform Start Price: $85.59 PKX Score: -28.27

On 9-2-2010 @ $102/share: Market Cap = 31.5B; P/E=9.8; P/B=2.08; P/E*P/B=20.38 (Barely value); Current =2.90 (healthy!) ; LT Debt to Eq = 0.16 (almost nil); ROE (TTM) = 23.07; ROA (TTM) = 12.0; ROA (5 years) = 9.8 ; Div = 1%. In the last five years PKX has traded in a range of $40 to $190. I would be VERY INTERESTED in getting in below $80. Starting @ $78.

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Member Avatar DRovito (39.23) Submitted: 11/23/2010 9:47:33 AM
Recs: 0

On 11-23-2010 @ $95.45/share: Market Cap = 29.6B; P/E=8.78; P/B=1.87; P/E*P/B=16.42; Current=2.90; LTD/Eq=0.16. Sudden drop is due to fear in a military escalation between North and South Korea. A more realistic entry point is around $88.

Member Avatar DRovito (39.23) Submitted: 8/29/2011 3:47:19 PM
Recs: 0

I'm in with first, small position @ $88/share on 08-25-2011.

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