CIRCOR International, Inc. (CIR)

edwjm (99.32) Submitted: 6/26/2009 12:56:55 PM : Start Price: $23.86 CIR Score: -16.68

Personalized Stock Idea.

kakkineni (24.51) Submitted: 6/11/2009 12:00:00 PM : Start Price: $27.75 CIR Score: -27.80

Decent valuation

robfingas (50.97) Submitted: 3/1/2009 11:26:35 PM : Start Price: $60.98 CIR Score: -51.17

oversold

dcstrade (96.28) Submitted: 2/28/2009 6:08:21 PM : Start Price: $21.58 CIR Score: -39.91

Magic Formula, Recent move up to CAPS 5-stars
The performance of this combined screen is tracked here:

http://sites.google.com/site/capsmfitracker

Strong industry for exportability.

BSHumphreyII (89.48) Submitted: 1/1/2009 6:57:15 PM : Start Price: $27.40 CIR Score: -33.65

Priced like we're going to be building power plants and refineries without pipes and valves from now on. CIRCOR's products have a wide range of industrial applications, so they aren't levered to any particular commodity or industry group. They've had solid growth over recent years. Balance sheet looks strong; they can pay off their long-term debts with operating cash.

This is a good play for a primary bull market in cyclicals, which I think we'll be seeing in 2009.

murugan2 (< 20) Submitted: 12/23/2008 8:17:42 PM : Start Price: $25.08 CIR Score: -30.93

technical recommend 12/23

CRAMERSUKS (66.63) Submitted: 9/5/2008 12:27:00 PM : Start Price: $52.22 CIR Score: -44.71

My purpose and purpose only is to pick the opposite of whatever Jim Cramer picks to prove a point......

cfackler (90.56) Submitted: 8/9/2008 2:30:46 PM : Start Price: $58.56 CIR Score: -45.86

I love the insider ownership (27%).

tixareforkids (98.49) Submitted: 7/16/2008 4:57:05 PM : Start Price: $62.10 CIR Score: -51.35

Hottest 5-star

synergize (99.00) Submitted: 7/10/2008 3:57:38 PM : Start Price: $61.68 CIR Score: -50.91

Momentum and PriceSales pick

Sqwii (< 20) Submitted: 6/7/2008 7:05:59 AM : Start Price: $53.35 CIR Score: -37.19

Based in Burlington, Mass., Circor serves customers around the world in a variety of markets, including aerospace, chemical, energy, cryogenics, food processing, instrumentation, manufacturing, maritime, medical, military, pharmaceutical, pulp and paper, semiconductors and textiles.

Thanks to acquisitions and internal development, the company apparently will not miss a beat as it moves between a historical five-year earnings-growth rate of 17.6% and a projected five-year earnings-growth rate of 18.0%.

Meanwhile, the stock is attractively valued. Using the actual figures for its earnings per share during the past four quarters, its price-to-earnings ratio is 20.3; using the Zacks consensus estimate for its EPS this year, its P/E ratio is 16.6. Perhaps more tellingly, its P/E-to-growth ratio is 0.91.

Brokerage analysts are well aware of Circor's admirable attributes as they have raised their earnings estimates for both 2008 and 2009 over the past 60 days. Accordingly, the consensus estimates have risen to $3.23 from $2.88 per share for the former and to $3.59 from $3.17 per share for the latter.

Technically speaking, CIR has been on fire since Apr 21, when it gapped upward on above-average volume. On the previous trading day, Circor boosted its first-quarter EPS guidance to a range between $0.74 and $0.77 per share from a range between 54 cents and 58 cents per share. On Apr 30, the company delivered in line with its revised outlook, reporting EPS of 76 cents per share.

Because of CIR's breakout, there is no readily identifiable resistance above its current share price, while support centered on $52.01 appears comparatively strong. Even though the stock is overbought at this time, a move to the upside appears more likely than does a move to the downside.

LEGMAKER (< 20) Submitted: 5/12/2008 9:54:14 AM : Start Price: $49.73 CIR Score: -32.58

Sometimes companies are just in the right place at the right time and by that I mean smaller companies that are getting the overflow of orders because many of the big names can't keep up with their booming business. This leads to higher profits and the possibility of being acquired at a hefty premium. Many of these small companies make things you see everyday in places you go often, but would not recognize the business even with it staring you right in the face. Some of these businesses have not been bid up even in an environment that looks good going forward. Any combination of economic changes can push stock prices in either direction. A possible diamond in the rough looks to be CIR. They have had difficulty with bullish scenarios because they are one of the many companies that have been hit with respect to asbestos litigation; there $2.6 million charge was offset in the fourth quarter. On April 21st, CIR raised its first... More Sometimes companies are just in the right place at the right time and by that I mean smaller companies that are getting the overflow of orders because many of the big names can't keep up with their booming business. This leads to higher profits and the possibility of being acquired at a hefty premium. Many of these small companies make things you see everyday in places you go often, but would not recognize the business even with it staring you right in the face. Some of these businesses have not been bid up even in an environment that looks good going forward. Any combination of economic changes can push stock prices in either direction. A possible diamond in the rough looks to be CIR. They have had difficulty with bullish scenarios because they are one of the many companies that have been hit with respect to asbestos litigation; there $2.6 million charge was offset in the fourth quarter. On April 21st, CIR raised its first quarter outlook and a Baird analyst raised his target in conjunction with this change. The increase in outlook by the company was quite large as they are approximating earnings between $.74 and $.77; old estimates were at $.54 to $.58 per share. It was very interesting as the analyst's target was $49 a share while the area of resistance seems to be at around that level when it last pulled back. If the stock pushes through $50 a share on high volume it will start hitting 52 week highs and look very good from a chart perspective.

Much of the recent increase in earnings looks to be from the energy sector. This is important as they have considerable exposure here. Some investors are down on the stock because of a major increase in commodity prices and some of their retail exposure. This is where there another major move upcoming in upcoming quarters. Although this company is quite small with comparison to other public companies, it has one of the most diverse selections of valves and fittings. Since 1984, they have acquired over thirty separate technologies, while still staying on the task of what they do. They currently have manufacturing operations in the US, Canada, Europe and China. They currently serve a massive group of operations that need fluid control systems. Their parts are used in aerospace, chemicals, food processing, manufacturing, medical, military, oil and gas, petrochemicals, pharmaceuticals, and power generation to name a few. This diversification allows the company to still make money even when other industries are not working so well.

Looking at last year's financials, we can see why this company is positioned well going forward. Revenue increased 13%, operating income was up 19%, diluted EPS was up 26%, and free cash flow was at $42.5 million vs. $17.5 million the year prior. Last year energy revenues were down 6% but international growth was very strong. Even with revenues down in energy, operating income was very good in that segment, showing good management of costs. Total debt/capitalization has decreased steadily over the past few years and now sets at 5%.

Their instrumentation and thermal fluid segment did well last year. Their revenues were up 10%, orders were up 14%, and operating income was up 5%. The fourth quarter of last year saw a huge increase in orders and this bodes well for 2008. The energy segment did even better. Orders were up 6%, but revenues were up 15% on pricing power, which also helped operating income which increased 40%. There were very large shipments to large international oil companies. This only adds to the thesis that with smaller wells they need more components and additional infrastructure to keep up with demand. The positives fueling their business are aerospace, power generation, maritime which is mostly the US Navy, international oil and gas and an increase in North American rig counts.

Current analyst estimates have the company growing at a 16% percent clip over the next five years. This is very low when we see the increased margins and demand within the energy market. Their business will pick up further as the United States picks up big projects with respect to power generation. I believe they will break through $50 soon and have a great 2008.

reddingrunner (< 20) Submitted: 5/2/2008 12:34:41 PM : Start Price: $50.18 CIR Score: -31.75

1. Water and Energy Infrastructure. Check.
2. Great five-year chart= Positive L-T momentum. Check.
3. PEG = 0.9, even assumes slowing growth (?). Check.

Lightstrider (99.12) Submitted: 11/1/2007 11:02:25 AM : Start Price: $41.47 CIR Score: -15.93

Down today, up tomorrow

korhonen (83.13) Submitted: 10/18/2007 2:47:17 PM : Start Price: $48.54 CIR Score: -24.17

Shows sustained strength looking at 21-, 50- and 200 day moving average.

Mid-term strength based on a two-year pattern of positive EPS growth with year-on-year gains that beat its industry.

Long-term because it has been rated a buy since September 2005.

Could be concerned about the relatively low profit margins.