The Brink's Company (NYSE:BCO)

CAPS Rating: 4 out of 5

The Company conducts business in the security industry, principally through its wholly owned subsidiaries, Brink's, Incorporated and Brink's Home Security, Inc.

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Member Avatar MRSTARBUCKS (98.55) Submitted: 5/19/2009 3:13:35 PM : Outperform Start Price: $27.06 BCO Score: -59.51

GOOD BUSINESS

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Member Avatar COOLSTOCK (70.41) Submitted: 5/8/2009 3:18:57 PM : Outperform Start Price: $27.00 BCO Score: -57.60

good stock

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Member Avatar AAOI (99.68) Submitted: 4/4/2009 6:42:27 PM : Outperform Start Price: $20.69 BCO Score: -82.40

This company's forward EV/EBITDA multiple of roughly 3x (even in this environment) is just way to cheap. Taking into account the current difficult economic environment as well as the qualitative and quantitative attributes of this business, a multiple 2x today's seems much more appropriate in my opinion. After all, BCO is a financially strong (debt free), competitively entrenched, relatively recession resistant business that earns solid returns on assets and equity.

In time, I think Mr. market will come to his senses and award a much more rational multiple on this type of business of 6-7x. When he does, investors who purchased at or around today's depressed prices should earn a double or more. Outperform.

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Member Avatar Keithpsu (56.29) Submitted: 6/9/2008 2:06:59 PM : Outperform Start Price: $43.30 BCO Score: -47.25

This is a bit of a gamble, but the BHS spinoff could be very profitable.

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Member Avatar jatava (71.42) Submitted: 5/20/2008 7:30:56 PM : Underperform Start Price: $46.27 BCO Score: +46.06

10.000

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Member Avatar pbuffet (43.19) Submitted: 7/24/2007 11:33:13 PM : Outperform Start Price: $41.69 BCO Score: -35.76

Seems well diversified business with solid revenue which will be required irrespective of economic conditions

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Member Avatar nyOracle (< 20) Submitted: 4/21/2007 12:49:16 PM : Outperform Start Price: $40.00 BCO Score: -36.05

Tax-free spin-off to shareholders of two operating subsidiaries could occur. Even so, both subsidiaries are performing well, and Brink's has an excellent cash flow relative to current share price without the spin-off. Potential for shareholder gain either way.

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Member Avatar OracleofNormal (< 20) Submitted: 4/12/2007 12:39:30 PM : Outperform Start Price: $39.74 BCO Score: -38.34

pressure to spinoff business will lead to increased valuation for both.

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Member Avatar IraBiderman (< 20) Submitted: 8/26/2006 2:17:43 PM : Outperform Start Price: $36.19 BCO Score: -44.41

breaking out once goes past resistance

Results 21 - 29 of 29 : « Previous 1 2

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