Gencorp Inc (NYSE:GY)

CAPS Rating: 2 out of 5

Technology-based manufacturer operating primarily in the U.S. Continuing operations are organized into two segments: Aerospace and Defense, includes the operations of Aerojet-General Corporation and Real Estate, activities related to real estate assets.

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Member Avatar MrMonopoly (75.52) Submitted: 3/14/2014 11:37:49 PM : Outperform Start Price: $19.14 GY Score: -10.63

Defense contract rent-seeking and land monopoly rent-taking. This is a gamble though, especially since it is up 200% is the last 2 years.

However, with 12,000 acres of clean, centrally located Sacramento, CA land (+ development plan), and 30+% short interest and 55 million is share buybacks... I'm willing to wait it out if I am wrong.

No insider action strangely, so I might not buy this one with real money at the moment.

http://247wallst.com/aerospace-defense/2014/02/21/short-sellers-could-help-gencorp-shares-possibly-double/

"Entitlement and zoning are in place for the first 1,400 acres (Glenborough and Easton Place), with detailed plans for residential, commercial,and office property development"

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Member Avatar chris293 (86.69) Submitted: 9/22/2013 5:18:45 AM : Underperform Start Price: $16.75 GY Score: +6.33

Good growth, but negative earnings problems may be a real drag on this company.

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Member Avatar Jonock (< 20) Submitted: 3/1/2013 10:00:49 PM : Outperform Start Price: $12.32 GY Score: +19.05

Rowing aerospace co with extensive land holdings in SAcramento CA

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Member Avatar yellowca (99.12) Submitted: 10/12/2012 2:47:22 AM : Outperform Start Price: $9.41 GY Score: +57.96

Mick McGuire, Value Investing Congress.. undervalued land assets
http://www.scribd.com/doc/108784794/McGuire-ValueInvestingCongress-100112

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Member Avatar TMFDeej (99.43) Submitted: 10/1/2012 5:04:19 PM : Outperform Start Price: $9.84 GY Score: +50.75

Here's an interesting somewhat hidden asset play that I just got from Barron's courtesy of Mick McGuire's, founder of Marcato Capital Management, presentation at the Value Investing Congress.

"Gencorp (GY) makes propulsion devises for rockets and missiles. But the company owns land in California that it once used as a buffer between residential area and a test site for its devices. It has received approval to develop on about 6,000 acres, McGuire said. The value of the real estate, he said, is “all gravy,” as the company’s other operating businesses remain strong. Marcato is the company’s largest shareholder."

Deej

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Member Avatar TMF42 (96.15) Submitted: 10/1/2012 3:24:16 PM : Outperform Start Price: $9.81 GY Score: +50.67

Out of favor, but debt repayment, improved FCF generation, and a recent acquisition has the business looking healthier. Undervalued land holdings should provide stability and opportunity as the acquisition is integrated.

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Member Avatar naylorj (68.48) Submitted: 8/7/2012 2:46:08 PM : Outperform Start Price: $8.08 GY Score: +87.64

EPS Ranking 64

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Member Avatar gunterle (64.24) Submitted: 3/8/2011 3:25:40 PM : Outperform Start Price: $5.68 GY Score: +176.46

signal

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Member Avatar mrsudbury (91.74) Submitted: 1/22/2011 2:04:47 PM : Outperform Start Price: $5.11 GY Score: +207.30

Taking a gamble on this one.

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Member Avatar stefanic47 (58.08) Submitted: 9/10/2010 5:10:01 PM : Outperform Start Price: $4.80 GY Score: +209.04

The profile is impressive, almost too good to be true. The price seems skewed for the order backlog of $$billions. I bought it...........

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Member Avatar ExploitTopFools (93.88) Submitted: 8/1/2010 10:08:46 PM : Outperform Start Price: $5.41 GY Score: +164.56

next round of speculative outperformers. very risky (except for the few at the end of the list).

tickers: gkk,anpi,tstr,agen,htm,ddss,vtg,erii,swhc,brnc,chk,bgp,bks,hlcs,cog,jec,gy

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Member Avatar fgalvan (29.21) Submitted: 3/1/2010 1:01:39 PM : Outperform Start Price: $4.40 GY Score: +242.76

Pretty solid defense and NASA contractor. Plus the realty part of the business is bound to pick up as the housing sector picks ups.

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Member Avatar spreadsheetV1 (98.82) Submitted: 11/23/2009 1:27:23 AM : Outperform Start Price: $8.90 GY Score: +28.13

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

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Member Avatar pistas (< 20) Submitted: 12/5/2007 1:50:20 PM : Outperform Start Price: $11.61 GY Score: +19.05

fundamentals.

Small Cap COmpañy

It´s cheap

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Member Avatar sixers33333 (59.68) Submitted: 8/8/2007 5:25:02 PM : Outperform Start Price: $11.64 GY Score: +16.84

Gencorp manufactures defense systems that include tactical missiles and precision-strike missiles. With the international war on terror just beginning and Gencorp trading near its 52-week low, the stock makes an interesting play here, offering inventors a company that generates total revenue of $668 million a year with 15% quarterly revenue growth. It also handily beat earnings estimates last quarter by 15 cents.

Gencorp, the parent company of Aerojet, enjoyed much stronger revenue from its space and defense programs, including the Orion, Standard Missile and Titan, which could result in a huge contract. It's also a possible takeover target for the likes of Boeing (BA - Cramer's Take - Stockpickr - Rating) or Lockheed Martin (LMT - Cramer's Take - Stockpickr - Rating).

TheStreet.com

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Member Avatar cmvalentino (< 20) Submitted: 5/20/2007 11:10:54 PM : Underperform Start Price: $13.45 GY Score: +0.38

Currently - EPS and is issuing more stock so neg EPS will be greater.

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Member Avatar jiljuljenjon (93.60) Submitted: 9/1/2006 8:03:49 PM : Outperform Start Price: $13.95 GY Score: -28.46

Price will drift up as real estate value becomes apparent. Perchlorate issues will provide periodic buying opportunities.

Results 1 - 17 of 17

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