AEP Industries (NASDAQ:AEPI)

tutaemeia (89.68) Submitted: 8/26/2011 1:21:47 PM : Start Price: $25.35 AEPI Score: -25.24

Let me give you a picture of AEPI: P/B = 2.67; Debt/Comm Eq. = 394% ROE = 9,79 (his peers have a average ROE of 24%). Can you guess if iam bull or bear in this company?

jsgant13 (97.73) Submitted: 9/7/2010 5:57:08 PM : Start Price: $23.71 AEPI Score: +26.28

following Deej

TMFDeej (99.37) Submitted: 8/18/2010 3:40:48 PM : Start Price: $25.20 AEPI Score: +17.73

AEP produces a commodity product known as plastic film.

While the company does not appear cheap at first glance, its numbers should improve as time passes.

It was hit by a double whammy of high oil prices in 2008 causing its input costs to soar and the Great Recession after that crushing demand for its products.

It's a testament to AEP's management that it survived this mess. As an added bonus it even was able to pick off the assets of a competitor, Atlantis Plastics, after the aforementioned headwinds forced it to file for bankruptcy. I love it when companies see competitors go bankrupt. It often leads to dramatic gains in revenue and profits for the survivors. It's even better when a company can purchase the assets of the competitor that is in BK on the cheap. AEP was able to grow its production capacity by 40% in one brilliant move.

Add to this shrewd acquisition an improvement in margins as a result of AEP closing its terrible European business.

The prices of the company's key inputs have fallen significantly lately. This and any continued synergies that can be squeezed out of the Atlantis acquisition should lead to a dramatic improvement in margins and profits in the second half of the year.

Deej

fatdiesel (98.34) Submitted: 1/16/2009 1:11:05 PM : Start Price: $14.60 AEPI Score: +77.16

I am creating alpha for The Motley Fool Pro service.

oyayubi (66.33) Submitted: 9/15/2008 2:20:50 PM : Start Price: $19.82 AEPI Score: +64.09

AEPI is the best fraternity out there, no doubt about it.

Dublin063 (88.09) Submitted: 6/9/2008 12:49:58 PM : Start Price: $19.47 AEPI Score: -78.51

Manufacturer of plastic packaging films. The Company manufactures and markets an extensive and diverse line of polyethylene, polyvinyl chloride and polypropylene flexible packaging products, with consumer, industrial and agricultural applications.

BigBeefyBull (26.09) Submitted: 5/30/2008 11:28:11 PM : Start Price: $26.00 AEPI Score: +35.65

I'm guessing this one is down because of the enovironmental concerns of using plastics; being perhaps amplified by Walmarts decision to go 'greener' by requiring their suppliers to be environmentally concious. This is a valid long term concern but as long as plastic packaging remains legal AEPI will do well.

johnedwardkang (< 20) Submitted: 5/29/2008 4:54:59 PM : Start Price: $25.49 AEPI Score: +38.88

Great price and PE.

27bytes (< 20) Submitted: 5/17/2008 2:06:38 PM : Start Price: $26.01 AEPI Score: +37.64

Good one!

popsstocs (< 20) Submitted: 9/9/2007 4:52:09 AM : Start Price: $37.57 AEPI Score: -2.44

Now this one does not take a genus to figure out.When you do as much business as these folks the sky is the limit,and ole pops will be there to get his share again this year.You got ole pops word on that.

lukeleon (74.15) Submitted: 12/19/2006 12:03:44 AM : Start Price: $52.96 AEPI Score: -33.54

small, started making money, in a growongsector

russfischer1013 (93.64) Submitted: 12/10/2006 9:10:38 PM : Start Price: $53.99 AEPI Score: -34.80

Cheap