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

isecord (< 20) Submitted: 5/2/2008 2:05:53 PM : Start Price: $46.47 MSM Score: +59.10

SA recommendation.

FAOFool (75.62) Submitted: 4/24/2008 10:47:00 AM : Start Price: $44.07 MSM Score: +65.08

As the economy gets stronger, so will MSM.

Great diversity of products helps in tough times, as well.

Also, given the political environment, potential for government assistance (tax breaks/credits, etc.) is a possiblity, to retain certain industrial/manufacturing jobs in the US.

TMFOrangeblood (97.71) Submitted: 4/21/2008 4:33:02 PM : Start Price: $44.72 MSM Score: +63.40

Though the down economy is clouding the near-term earnings picture, MSC is actually benefitting by stealing away market share in the fragmented maintenance, repair, and operations (MRO) market. With nearly every item in stock and shipping the same day, customers are finding great value and cost savings in using MSC as a "just in time" supplier. With multiples near historic lows, I think the stock is offering good value right now.

OldCaptain (< 20) Submitted: 4/19/2008 12:04:43 PM : Start Price: $44.21 MSM Score: +65.38

New tech in oil extraction makes a huge amount of the sweet crude available to the US and Canada. This company will do us proud over the next few years.

sgtterry (87.66) Submitted: 12/14/2007 7:05:33 PM : Start Price: $38.09 MSM Score: +96.45

Better Investing Dec 2007

deraj83 (46.16) Submitted: 8/12/2007 11:01:26 PM : Start Price: $45.31 MSM Score: +65.49

I have owned shares of MSM since Jan 2005, and I am pretty satisfied, despite the recent housing-related weakness.

Management has declared publicly that they expect to take market share in the current environment, and with strong insider ownership and a solid buyback, there's no reason not to believe them. Combine that with good fundamentals and little debt, and I expect the company's rapid growth to continue.

xdogg (< 20) Submitted: 4/18/2007 12:31:01 PM : Start Price: $43.63 MSM Score: +71.72

I'm a little late to the party, wish I would have picked this around Jan, but still a nice long term winner.

eVoland (64.35) Submitted: 3/27/2007 12:29:19 PM : Start Price: $41.60 MSM Score: +76.86

Undervalued. Fair value is around $60

etstockideas (< 20) Submitted: 1/22/2007 11:35:02 AM : Start Price: $37.89 MSM Score: +93.22

I have just completed my first round of due diligence and nice free cash flow yield... Check out my value scorecard at:
http://etstockideas.blogspot.com/2007/01/stockpickr-spotlight-portfolio-review.html

eoz3106 (92.06) Submitted: 8/28/2006 6:11:55 PM : Start Price: $34.66 MSM Score: +101.77

Great business model

TNTallguy (< 20) Submitted: 8/26/2006 12:17:00 AM : Start Price: $34.46 MSM Score: +102.34

Great service, large inventory,fair prices (not to mention FAST delivery!)