POSCO (ADR) (NYSE:PKX)

CAPS Rating: 4 out of 5

The Company manufactures and sells a line of steel products, including hot rolled and cold rolled products, plates, wire rods, silicon steel sheets and stainless steel products.

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Member Avatar ElCid16 (97.35) Submitted: 7/24/2014 10:33:19 PM : Outperform Start Price: $78.98 PKX Score: -2.22

There are a lot of reasons to give this stock a green-thumb:

Channeling my inner Dhandho, this company looks like a great business operating in a currently distressed industry. While other steel companies are generating losses, this company is hanging on with slight profitability - because they are the low cost producer. Though ROE is currently in the low single digits, historically, ROE has been in the double digits (ROE averaged about 15% from 2004-2011). Even a modest recovery in ROE to the high single digits would results in a 2-3 fold earnings increase.

The company is cheap! It's trading at 0.6x book value and about 14x pre-tax earnings. But, current earnings are at multi-year lows. Investing in cyclical stocks at low multiples during "down" years can pay off with a bit of patience.

Year over year increase in quarterly operating income was about 85%, thanks to a pretty big bump in revenue.

Munger is an investor at current levels.

Valuemoneygreen is an investor at current levels.

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Member Avatar CellBlock9 (90.91) Submitted: 5/25/2014 10:39:07 AM : Outperform Start Price: $73.51 PKX Score: +1.22

S & P 5 star, 75.09

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Member Avatar OKwarrior (37.97) Submitted: 5/10/2014 3:22:22 PM : Outperform Start Price: $75.00 PKX Score: -1.99

I am going big cap here. $20 billion steel company, with P/tang BV of 0.78. P/FCF is negative but they are spending on expansion. They are the most modern in the field and seem able to stay that way.

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Member Avatar chk999 (99.98) Submitted: 10/23/2013 1:35:12 PM : Outperform Start Price: $74.11 PKX Score: -9.11

Mungo calling the turn in the steel industry and they are the low cost producer.

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Member Avatar GunnarVagotis (96.67) Submitted: 5/31/2013 2:13:11 PM : Outperform Start Price: $69.66 PKX Score: -8.72

mniscule P/OCF

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Member Avatar kainvest (50.54) Submitted: 4/16/2013 11:40:51 AM : Outperform Start Price: $70.39 PKX Score: -16.07

Best in class steel company will ride on European growth's coattails

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Member Avatar eksummers620 (56.32) Submitted: 4/2/2013 12:05:33 AM : Outperform Start Price: $70.52 PKX Score: -16.41

BRK holding

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Member Avatar Kimer62 (36.19) Submitted: 1/13/2013 1:46:49 PM : Outperform Start Price: $83.34 PKX Score: -40.95

Great company!

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Member Avatar GirlsUnder30 (94.80) Submitted: 1/5/2013 11:38:41 AM : Outperform Start Price: $77.11 PKX Score: -29.25

I expect the dividend to be cut in order to fund its expansion and vertical integration strategy but I like it long term.

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Member Avatar kulls81 (< 20) Submitted: 11/29/2012 1:45:34 PM : Outperform Start Price: $71.48 PKX Score: -30.03

Strong market share with steel in emerging markets, India, and Asia. Exploding auto industry in Korea.

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Member Avatar jlmjlm77 (99.43) Submitted: 7/7/2012 2:51:11 PM : Outperform Start Price: $78.58 PKX Score: -46.25

Valuemoneygreen pitch

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Member Avatar valuemoneygreen (84.80) Submitted: 6/27/2012 8:00:40 PM : Outperform Start Price: $76.69 PKX Score: -45.19

Number 1 steelmaker in the world! Now I don't like these kind of companies for the most part but I will pick companies that are leaders in their industry. This is one of those picks. Currently undervalued in my mind. It has good returns on equity and capital for its industry. It has had a huge amount of growth over the last ten years. Book value has went from just over 30 dollars per share in 2002 to over 106 dollars per share in 2011. This is a pick that I will end and repick from time to time. This is because comanies like this tend to get way over and undervalued from time to time. O and share count has went down since 2002, not a lot but I like the direction.

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Member Avatar TMFBlacknGold (98.84) Submitted: 6/12/2012 12:43:49 PM : Outperform Start Price: $71.24 PKX Score: -43.02

The company is trading at a huge discount to fair book value, which stood at $105.21 per share at the end of 1Q1 (a 31% premium to $80 per share). The steel, minerals, and mining industries never perform well when dark economic clouds are overhead, so there is some risk to rushing in now. However, I feel that plenty of risk has been priced into shares already.

Read my full write-up:
http://beta.fool.com/blackngold/2012/06/05/hardhats-required-beyond-these-valuations/5375/

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Member Avatar bordereiver (< 20) Submitted: 4/6/2012 9:30:33 PM : Outperform Start Price: $78.55 PKX Score: -43.58

Asia will not die

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Member Avatar Arnold79 (96.75) Submitted: 3/6/2012 5:36:32 PM : Underperform Start Price: $76.44 PKX Score: +118.03

I like their portfolio of companies: Posco Power, Daewoo International, Posco E & C. However, it's simply too reliant on China, which will end up hurting them in the near term. China will face HUGE headwinds as they try to reform the economy. I like this company in the long term, but not now.

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Member Avatar SkySailor85 (< 20) Submitted: 5/11/2011 12:56:15 PM : Outperform Start Price: $101.70 PKX Score: -68.78

Expect to see the stock propelled by growing demand, primarily from Asia (China, Japan as it rebuilds and India - new plant sanctioned by the Govt.)

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Member Avatar GrowthnValue (< 20) Submitted: 5/9/2011 4:23:08 PM : Outperform Start Price: $103.80 PKX Score: -69.38

Long Watchlist

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Member Avatar ztur2218 (< 20) Submitted: 4/13/2011 2:55:00 AM : Outperform Start Price: $104.88 PKX Score: -73.41

great one

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Member Avatar goalie37 (93.30) Submitted: 3/28/2011 1:22:22 AM : Outperform Start Price: $107.49 PKX Score: -75.67

PKX is a stock I found several years ago. I didn't have the money to pull the trigger, so I had to watch the stock shoot up from a bystander's point of view. Since they had moved to what I considered nose-bleed valuation, they fell off my radar. Fast forward to Spring 2011. Seeing the scope of the disaster in Japan, it seemed to me that rebuilding will require a massive amount of steel. This will make a strong commodity even stronger. I decided to take another look at Posco, and found the stock has returned to a much more logical valuation. I'm giving this an outperform on CAPS, and will be buying with real life money in the near future.

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Member Avatar valuemoney (99.99) Submitted: 12/1/2010 12:28:00 PM : Outperform Start Price: $94.98 PKX Score: -79.10

#1 steel company in the world

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