US Silica Holdings (NYSE:SLCA)

CAPS Rating: 4 out of 5

Results 1 - 20 of 22 : 1 2 Next »

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Member Avatar TMFCavalier (64.88) Submitted: 11/14/2014 10:46:51 AM : Outperform Start Price: $42.31 SLCA Score: -38.77

The stock has gotten crushed recently due to declining oil prices. I think in the long-run, this company will be just fine. A couple of things I like about this company:
- Geographic competitive advantages: The sand used in fracking is very specific and cannot be found everywhere. SLCA has mines with this type of sand. And not only do they have the mines, but their mines and processing centers are strategically located close to active drilling areas and railroads. Extremely hard for a competitor to duplicate these advantages.
- As fracking methods evolve, they have been using more and more proppant per well which is good news for SLCA.

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Member Avatar ou81234 (< 20) Submitted: 10/30/2014 1:36:29 AM : Outperform Start Price: $49.20 SLCA Score: -51.05

Oil and natural gas prices rise again, fracking is baaack !

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Member Avatar TMFTailwind (85.87) Submitted: 10/27/2014 12:02:55 PM : Outperform Start Price: $46.68 SLCA Score: -49.01

Big decline in the stock price recently (36% off 52 week high) as declining oil prices have investors running away scared. I think this is a classic overreaction to a short-term problem. The company has geography-based competitive advantages and its product should see growing long-term demand.

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Member Avatar rich2801 (47.25) Submitted: 7/26/2014 10:28:27 PM : Outperform Start Price: $60.23 SLCA Score: -60.86

has done will for me all year long, still looks strong

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Member Avatar learnedall (52.96) Submitted: 7/24/2014 2:25:51 AM : Outperform Start Price: $59.80 SLCA Score: -59.98

fracking fracking

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Member Avatar staylo2561 (25.65) Submitted: 3/11/2014 10:40:10 AM : Outperform Start Price: $36.08 SLCA Score: -36.57

As fracking safety improves and the industry ramps up even more, there will be a growing demand for SLCA's injection product.

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Member Avatar Vermilian (< 20) Submitted: 3/6/2014 4:52:02 PM : Outperform Start Price: $35.06 SLCA Score: -34.09

EOG has had superior results using considerably more sand propellant per lateral foot. I believe this will be a growing trend with other oil companies in tight shale formations. As drilling steps up more tonnage of sand wil be required for a growing number of completions. As demand increases, so will the price for fracking grade sand.

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Member Avatar crosskeys46 (< 20) Submitted: 2/26/2014 4:27:11 PM : Outperform Start Price: $32.49 SLCA Score: -30.64

Sand is wonderful! A high demand product for industrial customers.

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Member Avatar JoeBEan769 (85.41) Submitted: 12/15/2013 12:34:12 PM : Outperform Start Price: $32.00 SLCA Score: -32.92

who would nave thought playing with sand could make you wealthy?

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Member Avatar TMFTypeoh (82.44) Submitted: 11/18/2013 1:58:01 PM : Outperform Start Price: $32.34 SLCA Score: -32.99

Recent winner riding a good long term trend.

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Member Avatar vssmnn (< 20) Submitted: 11/2/2013 10:22:56 AM : Outperform Start Price: $34.32 SLCA Score: -40.03

dividend strong

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Member Avatar Foolish808 (26.95) Submitted: 10/26/2013 5:13:00 PM : Outperform Start Price: $32.21 SLCA Score: -35.47

it seems like such a basic, boring commodity, yet, with the domestic O&G energy boom in full-swing; good quality sand is in demand & should continue for a good while as the alternatives - while good performing - are currently significantly more expensive than good 'ole silica!-)

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Member Avatar awinget (36.49) Submitted: 10/14/2013 9:34:19 PM : Outperform Start Price: $30.97 SLCA Score: -35.89

Growing demand for their product

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Member Avatar callmeknight (50.68) Submitted: 7/23/2013 9:45:57 PM : Outperform Start Price: $23.18 SLCA Score: -7.51

Really solid fundamentals and growth.

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Member Avatar chitownjester (94.40) Submitted: 5/21/2013 9:24:49 PM : Outperform Start Price: $22.79 SLCA Score: -7.36

oh frack!

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Member Avatar modestus1 (< 20) Submitted: 5/18/2013 6:07:52 AM : Outperform Start Price: $22.09 SLCA Score: -4.07

Fracking

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Member Avatar mopoff (< 20) Submitted: 5/1/2013 12:57:56 PM : Outperform Start Price: $19.66 SLCA Score: +4.61

HG

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Member Avatar garlind123 (76.88) Submitted: 3/8/2013 4:25:33 PM : Outperform Start Price: $27.75 SLCA Score: -37.82

makes silica used in fracking; large barriers to entry

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Member Avatar Sam101101 (< 20) Submitted: 3/8/2013 7:05:56 AM : Outperform Start Price: $26.18 SLCA Score: -31.96

positive gains on high volume; it must be doing something right

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Member Avatar Jpageo (60.96) Submitted: 1/25/2013 7:02:52 PM : Outperform Start Price: $19.47 SLCA Score: -1.53

US drilling is booming due to fracturing the tight reservoir. This company produces the sand used in fracing.

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