RBC Bearings, Inc. (NASDAQ:ROLL)

line70day (28.81) Submitted: 11/11/2012 7:54:45 AM : Start Price: $43.95 ROLL Score: -13.06

missped estimates on rev meet expections on esp 9/29/12 $0.60 per share gaap esp 40% higher than Q $ 0.52 per share Gross margin 260 base points better than prior yr net margin 450 base points better than prior yr

TwoFour24 (43.18) Submitted: 11/2/2012 6:52:13 PM : Start Price: $47.76 ROLL Score: -18.73

What's not to like?great margins, mass market and specialty market appeal along with a very clean balance sheet. In a recovering market I expect to be rolling in profits with RBC! Patience should pay off. Everyone needs bearings in their daily life.

TMFRyeBread (57.56) Submitted: 8/7/2012 1:39:22 PM : Start Price: $45.96 ROLL Score: -15.30

Awesome Gems pick

shatch24 (< 20) Submitted: 4/30/2012 1:56:57 PM : Start Price: $46.93 ROLL Score: -18.34

WIth the auto, aero and other manufacturers picking up the pace, RBC is providing the bearings necessary to keep these companies up and running. Nice management team with great relationships across their target markets.

mopoff (< 20) Submitted: 3/30/2012 11:32:17 PM : Start Price: $46.09 ROLL Score: -15.72

HG

TMFOpie (98.93) Submitted: 3/16/2012 8:07:49 AM : Start Price: $47.42 ROLL Score: -18.85

It's all about ball bearings these days. RBC makes super highly engineered bearings for its aero, military and industrial clients. It oftens makes these to spec after years of working with the clients. Big after market business too. There is pent up demand for these kinds of services and RBC is a small-cap set to benefit. Outperform 5+ years, through any cycles that pop up.

WF2005 (56.00) Submitted: 4/9/2009 10:59:01 AM : Start Price: $18.62 ROLL Score: +56.21

TMF Personalized pick-of-the-day

WeazG (74.75) Submitted: 3/13/2008 4:10:59 PM : Start Price: $35.58 ROLL Score: +2.40

Acquisitions should start to pay off. Look for jump in profits.

DeathStarFunds (32.33) Submitted: 10/8/2007 1:26:08 PM : Start Price: $36.79 ROLL Score: +10.55

* Shifting production towards higher price point, higher margin large industrial ball bearings. Generally, there are shortages of ball bearings in certain verticals/applications, which is driving pricing power.
* Deep backlog due to strong demand from aerospace industry over next 2-3 years, mainly Boeing (top client) and Airbus production of Dreamliner and A800.
* Valuation reasonable, especially against closest comp Kaydon.

RugbyViking13 (87.79) Submitted: 9/19/2007 2:35:52 PM : Start Price: $37.82 ROLL Score: +10.73

Machines with moving parts will become more common and the company will thrive over the long term.

SteadySaber (78.01) Submitted: 9/14/2007 1:03:58 PM : Start Price: $36.03 ROLL Score: +13.50

focus list - z

aurelutra2 (< 20) Submitted: 8/13/2007 8:23:37 PM : Start Price: $35.71 ROLL Score: +12.35

The company I work for is making castings for these folks - out of a cobalt alloy! I like the QC they require for these. It shows that they are "fussy" about this product.

KatWoman50 (74.85) Submitted: 5/2/2007 12:03:01 PM : Start Price: $36.25 ROLL Score: +12.90

Ballbearing company. Nice boring necessity. As long as we have machinery we'll need bearings. Love the symbol too... how appropriate ;-)

WyattKaldenberg (46.62) Submitted: 1/30/2007 11:52:03 AM : Start Price: $30.97 ROLL Score: +29.08

A ball bearing company that's on a roll.