Pacer International, Inc. (NASDAQ:PACR)

solid turnaround going on NOW

Turnaround

PACR has transformed itself, despite most investors' lack of awareness. Profits are rising due to the new CEO: costs are low and debts are gone. Great article (10/17/11) on why PACR could soon be a $12 stock: http://www.fool.com/investing/general/2011/10/17/this-tiny-transportation-company-has-a-huge-runway.aspx

restructuring operations (downsized post UNP contract) and repaying debt and reducing interest expense.,

PACR trades at about a 25% - 50% discount than competitor HUBG... PACR has made a good transition from lowcost provider to quality provider of selective transportation services. Earnings guidance was recently increased by 25% due to effectiveness of restructuring efforts.

Just hit it's 52 week low if people are bullish on C.H Robinson they should be on Pacer as well. I'll get in while it's cheap

Could come back for a big run.

Solid balance sheet, DEBT REDUCTION, FREE CASH FLOW RISING, sales expention, costs reducing, the board is buying at 5,45
Strong buy.

overreaction

Regaining profitability should regain the stock price back to where it was two years ago - in the teens to twenties.

When economy comes back so will freight companies.

strong recent performance; should continue to benefit from conversion from road to rail; low multiple looking forward

great div play looks to have stabilized- good overall sentiment

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.

I beleive with a recovering economy this stock will tack on some gains.

No debt, just @ the wrong side of the economic cycle. good company.

great stock

Graham formula gives me a fair value of $20 (based on current $1.98 earning) or a more conservative $16 (based on the 2005 earnings of $1.30). That's a discount of 45 to 55%.

There is also the nice 6% dividend, so I am content to wait until the situation improves.

I am trying to pick the best companies in their respective industry that also pay a dividend.

Company is doing exceptionally well in an industry that has been beaten up. I expect a big move up in the stock when people realize that even if the economy shrinks in the 4th Q of 2008, companies will still need to move stuff around... and plenty of it! And Pacer International are doing a da___ good job at it.