MSC Industrial Direct Co., Inc. (NYSE:MSM)

Boring, industrial distributor that operates in a business with great economics. ROIC over 18% for past 15 years. Highly-fragmented industry with an opportunity to gain market share.

A leader in helping industrial and manufacturing companies ring the cash register by managing inventories. MSC's BlueBook is legendary in the metal tooling and industrial supply biz. The company offers more than 600k SKUs and overnight shipping at same price. Only 40% of its business is via the internet now and growing. The next CEO (only the 4th in the company's 80 year history) built the internet platform and has been at MSC since the late 90s. The company handled the transition very well, making the announcement two years ago. The stock isn't expensive and while there are ISM risks and manufacturing slowdowns, MSC has navigated these before and will again. Thumbs up.

Superbly run domestic company benefitting from industry consolidation and possibly richer mix of manufacturing coming back to the USA. There is cyclicality in the company, but long term, it is a grower.

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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.

This company's revenue and earnings have been rising consistantly for the past two years, and the stock consistantly outperforms the S&P. It also pays a dividend.

Strong track record, better margins than competition, excellent cash flow and stellar balance sheet history point to a long-term winner.

MSC Industrial has strengthened it's market share during the recession, and will benefit more than most from the economic recovery in the US.

How many companies out there are holding back on their supply orders due to lack of current purchasing power? What will happen in better times when these companies are ready to restock? MSM will be ready for them, and boy will the profits for this comany surge! Stand back, because the recovery countdown may have already started.

Weathering the recession well, and should be in high demand when the economy recovers.

Good management, good business. Long term this should do well.

undervalued

High ROE

I want to buy new shares. I think 30$ is a good price, but i know it signed a new low at 26$... Have I to wait? Or are we in the middle of a market bounce?

At today's price - it's a no-brainer!

Fundamentals/Value

Strong financials and market position. Value play based on economy turnaround.

During a recession better-run companies should be able to eat up market share as smaller or weaker rivals go under. In what seems to be a very fragmented market sector this shoud be all the more true. Add to that the stimulus package and projected infrastructure program to create jobs and wealth - which everyone wants to see working as soon as possible - and I see a lot of potential ahead for MSM to grow their business.

The economy will hurt the small suppoiers more than the big guys.