RBC Bearings, Inc. (NASDAQ:ROLL)

CAPS Rating: 5 out of 5

The Company is a well-known international manufacturer of highly engineered precision plain, roller and ball bearings.

Results 1 - 16 of 16

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Member Avatar katamita (43.00) Submitted: 9/26/2013 10:13:49 AM : Outperform Start Price: $64.39 ROLL Score: -23.14

Frictionless growth through bearings

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Member Avatar line70day (< 20) Submitted: 11/11/2012 7:54:45 AM : Outperform Start Price: $42.59 ROLL Score: -0.97

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

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Member Avatar TwoFour24 (29.84) Submitted: 11/2/2012 6:52:13 PM : Outperform Start Price: $46.28 ROLL Score: -9.21

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.

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Member Avatar TMFRyeBread (78.49) Submitted: 8/7/2012 1:39:22 PM : Outperform Start Price: $44.54 ROLL Score: -4.41

Awesome Gems pick

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Member Avatar shatch24 (28.82) Submitted: 4/30/2012 1:56:57 PM : Outperform Start Price: $45.48 ROLL Score: -8.48

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.

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Member Avatar mopoff (< 20) Submitted: 3/30/2012 11:32:17 PM : Outperform Start Price: $44.66 ROLL Score: -4.97

HG

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Member Avatar TMFOpie (96.45) Submitted: 3/16/2012 8:07:49 AM : Outperform Start Price: $45.95 ROLL Score: -9.26

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.

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Member Avatar WF2005 (42.68) Submitted: 4/9/2009 10:59:01 AM : Outperform Start Price: $18.04 ROLL Score: +105.59

TMF Personalized pick-of-the-day

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Member Avatar WeazG (66.48) Submitted: 3/13/2008 4:10:59 PM : Outperform Start Price: $34.48 ROLL Score: +21.77

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

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Member Avatar DeathStarFunds (35.62) Submitted: 10/8/2007 1:26:08 PM : Outperform Start Price: $35.65 ROLL Score: +31.26

* 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.

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Member Avatar RugbyViking13 (88.59) Submitted: 9/19/2007 2:35:52 PM : Outperform Start Price: $36.65 ROLL Score: +30.99

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

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Member Avatar SteadySaber (67.24) Submitted: 9/14/2007 1:03:58 PM : Outperform Start Price: $34.91 ROLL Score: +35.30

focus list - z

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Member Avatar aurelutra2 (< 20) Submitted: 8/13/2007 8:23:37 PM : Outperform Start Price: $34.60 ROLL Score: +34.03

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.

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Member Avatar KatWoman50 (< 20) Submitted: 5/2/2007 12:03:01 PM : Outperform Start Price: $35.13 ROLL Score: +34.43

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

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Member Avatar WyattKaldenberg (< 20) Submitted: 1/30/2007 11:52:03 AM : Outperform Start Price: $30.01 ROLL Score: +57.65

A ball bearing company that's on a roll.

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Member Avatar mightytke (< 20) Submitted: 10/4/2006 10:30:47 PM : Outperform Start Price: $23.26 ROLL Score: +110.35

small company with new acquisition

Results 1 - 16 of 16

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