RBC Bearings, Inc. (ROLL)

WF2005 (< 20) Submitted: 4/9/2009 10:59:01 AM : Start Price: $18.62 ROLL Score: -7.15

TMF Personalized pick-of-the-day

BudandMolly (95.86) Submitted: 5/7/2008 9:24:33 PM : Start Price: $39.10 ROLL Score: -17.99

Put your money here on every big dip and walk away for three years and you will "roll" to big profits. Every hot sector for the next 3-5 years needs bearings. Aerospace, defense, trains, autos (hybrids/electric, even better), turbines for electricity, windmills, ships, industrial/mining equipment, farm equipment. They all use bearings. China, India and all growth areas will need even more bearings in spite of the US slowdown or oil rise. These guys (see NNBRs latest numbers that blew away estimates on strength in bearings) will blow away the numbers and growth will accellerate.

WeazG (61.87) Submitted: 3/13/2008 4:10:59 PM : Start Price: $35.58 ROLL Score: -21.37

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

DeathStarFunds (47.03) Submitted: 10/8/2007 1:26:08 PM : Start Price: $36.79 ROLL Score: -16.82

* 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 (91.05) Submitted: 9/19/2007 2:35:52 PM : Start Price: $37.82 ROLL Score: -16.06

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

SteadySaber (71.68) Submitted: 9/14/2007 1:03:58 PM : Start Price: $36.03 ROLL Score: -15.39

focus list - z

aurelutra2 (< 20) Submitted: 8/13/2007 8:23:37 PM : Start Price: $35.71 ROLL Score: -16.37

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 (64.87) Submitted: 5/2/2007 12:03:01 PM : Start Price: $36.25 ROLL Score: -15.64

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

WyattKaldenberg (53.42) Submitted: 1/30/2007 11:52:03 AM : Start Price: $30.97 ROLL Score: -9.15

A ball bearing company that's on a roll.