Teleflex, Inc. (TFX)

rfl6857483 (88.86) Submitted: 10/9/2009 3:22:57 PM : Start Price: $47.60 TFX Score: -6.27

Management

IBDvalueinvestin (96.34) Submitted: 7/27/2009 8:56:53 AM : Start Price: $47.34 TFX Score: -3.25

Wow, this stock is barely off its crash lows and it just raised full year 2009 estimates up as high as $3.60 eps
So Glad I found this one.

ypmstocks (98.94) Submitted: 5/15/2008 4:34:02 PM : Start Price: $45.69 TFX Score: +27.29

Now that I've pitched, I've probably jinxed the company. Put my money where my mouth was and luckily (b/c no one can time the market or a stock) it was near the bottom. Diversified company and steadily increasing dividend payer, the kind of companies I like for my IRA.

MrGoodtimes (39.09) Submitted: 4/8/2008 7:15:25 PM : Start Price: $47.95 TFX Score: -24.60

I'm bearish over the next year due purely to fundamentals. TFX has the P/E of a growth company, but without the growth.

chickeninvest (< 20) Submitted: 4/6/2008 11:09:30 AM : Start Price: $47.74 TFX Score: +25.86

Excellent valuation at this price. Low PE with Good Div. yield. with enough diversification in this bear market. +20% to be expected in 6-12 months...

WeatherWizard (< 20) Submitted: 11/9/2007 12:32:16 PM : Start Price: $62.38 TFX Score: +4.63

Great core holding at a bargain price. Worldwide and diversified. Do not expect explosive increases in valuation. This is a safe slow grower that pays dividends.

SnakPak (34.94) Submitted: 10/14/2007 1:43:33 AM : Start Price: $71.06 TFX Score: -0.71

Operates in many high tech growth markets. Performs somewhat exclusive services.

A combination of growth and value factors are favorable as of Oct 07.

rgraham02 (67.60) Submitted: 5/15/2007 5:45:53 PM : Start Price: $70.65 TFX Score: -3.64

This company does so much wrong, it's hard to understand how they make profit. They have always had a good history of cash flow and unbelievable pressure on the management team never to be first ones to ruin TFX's history of upward trending.

NtscrbEnergy (93.39) Submitted: 3/12/2007 6:59:35 AM : Start Price: $61.70 TFX Score: +0.96

Teleflex is a diversified industrial firm that operates through its commercial, medical, and aerospace segments. The company manufactures mechanical controls, electronic products, driver control systems, hospital supply and surgical devices, precision controls and cargo systems, which are primarily sold to original equipment manufacturers. About 57% of the revenues are generated from international operations.

Automotive and Marine industries are currently experiencing a slowdown in the U.S which has created a taxing situation for the commercial segment of the company that now forms about 47% to the top line. Though, revenues from this segment surged by 5% in fiscal 2006, company is expecting a flattish revenue growth from this segment in fiscal 2007, as the fears of continued slowdown are looming in the near future. However, given the ageing population in U.S and Europe has accelerated the demand for medical devices, things bodes well for Teleflex, as the segment now constitutes 33% of the sales mix. Contribution of medical devices to the revenues is gradually rising since the past three years and looking ahead, management is planning to make product launches and embark on the growth initiatives in Asia to boost this segment.

On the operational front stabilizing crude oil prices as estimated by Energy Information Administration (EIA) should aid the bottom line of the company as plastic resin is one of their prime raw materials. Also, input costs could plunge due to the expected fall in copper prices as a result of fall in demand from China. Benefits of restructuring in the aerospace segment could also release the margin pressure to some extent. Also, management expects EPS to appreciate by more than 9% for fiscal 2007.In the light of these factors, Teleflex looks set to outstrip the market.