Owens-Illinois, Inc. (NYSE:OI)

Cheep company with strong insider buying

I believe Owens-Illinois will bring in 165.91 points considering a 15% S&P performance.

Roepers. Expects 450 mln in fcf in 2012. Mcap is 3.8bln. 80 plants cost 150mln each ie 1200 mln minus 4.2bln in debt so equity value is around 7. Bln. Man bought some shares in sep 2011. 2nd largest bottler.

monopoly fallen too fast vs. s&p500. expect a double within 3 years.

moat - impossible to start a far reaching glassing company. too much startup capital required and too many permits/hassles. OI has big advantage of being dominant player

Atlantic Investment has been adding to its stake too.

Ideas from the Value investing congress. I'm willing to give it a shot, in CAPS at least

Huge operating leverage at the bottom of its cyclical business. Margins will increase rapidly with capacity utilization when global trade picks up. Seeing end demand begin in China in Dec '09 bodes well for this co' international exposure.

This stock has always ran in a cycle of this time frame and has always stayed strong even when the market is week. Money to be made in next few years.

Just recovering from the market collapse in share price.

Low relative PE, good star ranking, PEG & 09 PE still below normal - bottom fishing 4/27 picks.

Market price is at a large discount to analyst estimates

Might have a bad quarterly report on the 29th due to lower sales and the possibility that their nat gas hedges have hurt them. I doubt it. This company has increased margins on declining sales, the lower price of nat gas can only help in the long run. They grew last year everywhere but North America and especially were kicking butt in South America. Hopefully they will deliver good news, but longterm I think they will be fine.

Up on HUGE volume New Years' Eve; nearly 20% of the float! Hard to say what triggered it, but it was, of course, added to the S&P 500 last week. They've spent 2008 improving their balance sheet and streamlining their business, and look to be running lean in 2009. We should see it continue to rebound in the first quarter of next year.

Produces products which are more necessary than other products produced by the other companies in the S&P. At least, I like to think so.

WOW! what a bummer for this one, but my oh my is it cheap. OI has made some moves to change its business around. Tough economy but we are not going to stop purchasing food products. grocery stores are where it is at, no one is going to eat out, and this company has already been over walloped, buy now hold and what it go. let it have a few months and if it goes down, buy a little more.

Recent sell-off of plastic containers business, plant closures and layoffs will damage earnings in the short term, but were the right move to sustain operations long-term. Cash flows and debt levels remain healthy. May continue to bleed out for a while in the short term, but I believe they've positioned themselves well for a comeback long-term.

Two Words...Energy Costs

Good overseas exposure will keep earnings up and price should rebound after recent reduction due to Sam Adam's recall which appears to be precautionary.

Glass is better than plastic as oil goes sky high