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

CAPS Rating: 5 out of 5

The Company and its subsidiaries are direct marketers of a range of industrial products to industrial customers throughout the United States, distributing a full line of industrial products for maintenance, repair and operations supplies requirements.

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Member Avatar PatientJC (32.17) Submitted: 2/10/2014 11:40:55 AM : Outperform Start Price: $80.34 MSM Score: -2.99

Superior fundamentals

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Member Avatar TMFTailwind (67.07) Submitted: 4/23/2013 2:48:10 PM : Outperform Start Price: $75.21 MSM Score: -12.00

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.

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Member Avatar TMFOpie (97.09) Submitted: 11/8/2012 7:13:16 AM : Outperform Start Price: $67.55 MSM Score: -16.77

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.

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Member Avatar Binjiling (< 20) Submitted: 10/20/2012 2:04:43 PM : Outperform Start Price: $68.28 MSM Score: -12.01

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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Member Avatar StarWitchDoctor (99.43) Submitted: 9/4/2012 1:58:28 PM : Outperform Start Price: $66.85 MSM Score: -11.88

birdir asefvb ep.

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Member Avatar subsurfacemapper (49.77) Submitted: 5/29/2012 12:43:40 AM : Outperform Start Price: $70.47 MSM Score: -26.04

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 Lants (28.06) Submitted: 7/28/2011 7:17:15 PM : Outperform Start Price: $58.44 MSM Score: -6.16

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.

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Member Avatar plgodtland (35.99) Submitted: 5/2/2011 12:21:27 PM : Outperform Start Price: $67.84 MSM Score: -17.94

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

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Member Avatar jerry665533 (< 20) Submitted: 1/24/2011 12:19:04 PM : Outperform Start Price: $55.74 MSM Score: +0.11

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

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Member Avatar Superball (81.76) Submitted: 12/14/2009 9:11:35 PM : Outperform Start Price: $32.39 MSM Score: +50.97

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.

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Member Avatar tomk104 (87.81) Submitted: 9/28/2009 10:14:13 AM : Outperform Start Price: $39.18 MSM Score: +32.03

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

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Member Avatar MikeGi (92.65) Submitted: 8/27/2009 8:29:56 AM : Outperform Start Price: $36.04 MSM Score: +45.06

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

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Member Avatar BlackberryIsland (< 20) Submitted: 5/20/2009 3:26:30 PM : Outperform Start Price: $33.29 MSM Score: +37.68

undervalued

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Member Avatar sante06 (< 20) Submitted: 4/4/2009 2:22:09 PM : Outperform Start Price: $32.33 MSM Score: +25.86

High ROE

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Member Avatar apseude (80.17) Submitted: 3/26/2009 7:12:47 AM : Outperform Start Price: $27.27 MSM Score: +71.15

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?

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Member Avatar lahalsa (92.94) Submitted: 3/1/2009 6:30:56 AM : Outperform Start Price: $26.92 MSM Score: +41.19

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

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Member Avatar Muhadi (43.23) Submitted: 2/10/2009 6:19:57 PM : Outperform Start Price: $31.99 MSM Score: +27.47

Fundamentals/Value

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Member Avatar normtrader (75.55) Submitted: 1/25/2009 7:16:32 PM : Outperform Start Price: $30.13 MSM Score: +43.87

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

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Member Avatar wuff3t (98.12) Submitted: 12/19/2008 1:02:50 PM : Outperform Start Price: $27.30 MSM Score: +72.52

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.

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Member Avatar unicornhunter7 (85.00) Submitted: 10/28/2008 1:45:10 PM : Outperform Start Price: $28.04 MSM Score: +70.66

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

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