CARBO Ceramics, Inc. (NYSE:CRR)

CAPS Rating: 3 out of 5

The Company is a producer and supplier of ceramic proppant and provider of fracture and reservoir diagnostic services and fracture simulation software through its subsidiary, Pinnacle Technologies, Inc.

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Member Avatar callumturcan (95.30) Submitted: 4/15/2014 4:59:58 AM : Outperform Start Price: $135.78 CRR Score: -68.40

Demand for proppants will only keep increasing, and CARBO Ceramics has been able to prove that its premium quality ceramic is worth buying due to the higher EURs, which will boost revenue, margins, and income

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Member Avatar Googlespooch (22.71) Submitted: 3/18/2013 5:37:36 AM : Outperform Start Price: $94.33 CRR Score: -71.50

Carbo Ceramics makes some of the best proppant in the entire industry. Unlike US Silica's sand-based proppant and Chinese low-quality sand/ceramic proppant, Carbo Ceramics makes ceramic proppant that is high in quality. In doing so, Carbo Ceramics improves the yields of the companies that it does business with (Halliburton and Schlumberger). This fact has started to greatly improve Carbo Ceramics' position with these and other drillers as drillers are starting to realize that Carbo Ceramics can provide them with a greater ROI.

In addition, Carbo Ceramics is in the process of opening a new plant in the Bakken in order to be closer to its customers so that it does not have to deal with shipping its inventory to the Bakken. This should help greatly in reducing logistical costs (which I can imagine are high considering that proppant is dealt with in millions of tons).

It is very important to also consider that, while rig counts are currently depressed, they will not likely stay that way in the long run. Many experts are starting to figure that there will be a large economic boom resulting from the Bakken oil drilling as well as other American drilling. Resulting from this will be increased focus on oil plays and other liquid plays. As anyone will agree, a rising ocean lifts all boats... and Carbo Ceramics is one of those lucky boats.

Making an investment in Carbo Ceramics protects the investor from the commodity prices of oil to some degree since all drillers will need proppant of some kind in order to continue fracking operations. Though rig count may increase or decrease, Carbo's products will still be needed regardless.

This is why I'm putting Carbo Ceramics as outperform for the long-term.

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Member Avatar scrubs62074 (75.02) Submitted: 1/31/2013 3:58:38 PM : Outperform Start Price: $78.73 CRR Score: -64.39

High vOLUME bREAK OUT 1/31/13

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Member Avatar timattox (98.73) Submitted: 10/24/2012 11:59:44 PM : Outperform Start Price: $63.48 CRR Score: -55.43

Price is falling due to oversupply of NG and a fear of fracking reducing the demaind for their proppant. However, fundamentally, their business model is sound, and they will rebound in the long run. I may be getting in before the bottom, but I don't want to miss this ride.

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Member Avatar subsurfacemapper (53.95) Submitted: 5/29/2012 12:43:40 AM : Outperform Start Price: $80.86 CRR Score: -82.45

Fool screen with ROE high, ltDepbt=zero, earnings up for 3 years 10%, etc.Market is around 1300 - I see support at 1200 although we are in downtrend and Europe is scary. It's a game - hope for the best.

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Member Avatar ValuePicksOnly (79.43) Submitted: 4/27/2012 4:44:21 PM : Outperform Start Price: $80.36 CRR Score: -74.73

No debt, consistently high and growing ROE, below average P/E ratio, increasing net margin and book value, high current ratio.

My value investing spreadsheet gives a $150 conservative estimate, with an absolute minimum of $105 (which is still a 25% gain).

Spreadsheet:
https://docs.google.com/spreadsheet/ccc?key=0AkDIbisT56fqdHhEOVFka25FYkszR2dBSzVReGg3WVE

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Member Avatar TMFTnT (< 20) Submitted: 2/28/2012 11:21:01 AM : Outperform Start Price: $91.74 CRR Score: -85.43

Click the video to see my pitch. http://www.fool.com/investing/general/2012/02/24/top-10-energy-stocks-devon-energy.aspx

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Member Avatar TMFJMo (70.86) Submitted: 2/27/2012 4:22:02 PM : Outperform Start Price: $91.24 CRR Score: -85.51

Rising Star Buy: http://www.fool.com/investing/general/2012/02/27/this-energy-stock-is-music-to-my-ears.aspx

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Member Avatar wminner (< 20) Submitted: 1/25/2012 6:22:11 PM : Outperform Start Price: $104.11 CRR Score: -96.99

The U.S. is addicted to low-price natural gas, which will require a continuation of the current high level of industry activity, and a ready source for ceramic proppant.

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Member Avatar bullydawg7 (45.24) Submitted: 1/19/2012 3:49:55 PM : Outperform Start Price: $123.71 CRR Score: -107.07

Fracking will only increase as we increase oil production domestically.

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Member Avatar IndianaKevin (< 20) Submitted: 1/4/2012 9:06:59 AM : Outperform Start Price: $117.92 CRR Score: -109.81

Fracking technology has energized some tired markets. It has its risks, though. Environmentalists vilify it. Success like Carbo Ceramic's generates competition. I like it in the next 24 months, but watch the newscasts and people trying to elbow their way into the game.

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Member Avatar EclecticRecluse (79.85) Submitted: 5/4/2011 4:50:35 AM : Underperform Start Price: $147.43 CRR Score: +109.10

Technical Pullback Likely

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Member Avatar MOTV8 (< 20) Submitted: 4/20/2011 1:25:03 AM : Outperform Start Price: $130.77 CRR Score: -107.59

Fracking is the future, CRR will be integral.

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Member Avatar yzryan (< 20) Submitted: 3/29/2011 9:29:40 PM : Outperform Start Price: $133.97 CRR Score: -108.92

World leader in their industry. Retooled oldest plant. Simulation technolgy poised to contribute to oil shale production. No downside, other than falling oil prices.

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Member Avatar Mongo554 (24.49) Submitted: 3/5/2011 12:08:05 PM : Outperform Start Price: $117.88 CRR Score: -103.22

Shale Baby...Shale!

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Member Avatar revan53 (< 20) Submitted: 2/16/2011 11:52:43 PM : Outperform Start Price: $117.57 CRR Score: -102.43

Shale Fracking supplier

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Member Avatar swamp66 (67.00) Submitted: 1/9/2011 11:56:55 AM : Outperform Start Price: $94.55 CRR Score: -99.54

only a small handfull of companys in this market!this is the leader.

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Member Avatar mlgeo1 (23.71) Submitted: 8/28/2010 5:03:22 PM : Outperform Start Price: $73.53 CRR Score: -112.76

AVG VOL ONLY 350K BUT A WINNER

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Member Avatar kayceygirl (83.25) Submitted: 8/14/2010 1:29:09 AM : Outperform Start Price: $69.26 CRR Score: -106.65

This is one of my STARZ.
Here is the thought process on this STAR:
a) Divided rate over Zero
b) 3 Year Beta between -5 & +3
c) 15% + Insider ownership
d) No greater than -50% Growth rate for the last 3 years (tought= last couple of years so goo that insiders are still owning the stocks)
e) Current CAPS rating between 3 Stars & 5 Stars
Open to all Industries and Sectors screened this down to just 250 stocks. I like round numbers. 12 of them I already own through other screening tools. I tend to be somewhat conservative but looking for 3 things at this point in my investing:
1. Stability & Strength
2. Yield and Modest Growth
3. Strong Position within a sector regardless of whether the entire sector is strong or not. Each sector has to perform to some degree for the whole world economy to function. I am looking for 5 or more years down the road, ROI, and Growth.
Not looking for rockets, just stars. This is a Star!!

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Member Avatar carbonates (< 20) Submitted: 5/22/2009 3:57:55 PM : Outperform Start Price: $33.92 CRR Score: -67.84

Gas shales represent the future of North American natural gas production. Carbo is one of the suppliers of proppant for natural gas wells that are hydrofractured. This technology will spread worldwide, as companies like CHK and STO explore for gas shales in Europe, Australia, China, and elsewhere. Currently (spr 09) gas shales are the only plays were rig counts are rising. Carbo will be seeing rising income before other service companies because it is so integral to gas shale plays like the Haynesville.

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