Tomkins plc (ADR) (TKS)
The Company manufactures a variety of products for the industrial, automotive and building products markets across North America, Europe, Asia and the Rest of the World.
Recs
TKS is not a bad company--it's just in the wrong place at the wrong time. Britain's economy is in much worse shape than the U.S. economy, and they don't have the luxury of printing more of the "world reserve currency" when economic reality hits them in the face. As a result, high-dollar consumer discretionary products will be off the table for a long time in the U.K. That means hard times for the auto industry, and hard times for the auto industry mean hard times for TKS well into the foreseeable future.
Recs
If the recession sets in within the United States and the EU, I expect this stock to rise, as people are more likely to fix their cars that buy new ones.
Recs
Steady income and new products. Selling to China and India will keep this stock solid
Recs
Strong instrument company, good amanagement, good products.
Recs
hated stock, auto and construction. good company, rased cash flow each of last 5 yrs. buy back plan in place. strong div.majer portion of its sales international . auto parts should do well in inflation. peaple repair old not buy new.
Recs
Have done the right thing in shedding old business" and paying a hefty yield.
Recs
JUST WATCHING
Recs
Good management having weathered a downturn in auto industy, paying a nice dividend should have good years coming up.
Recs
will prove a great investment for the long haul
Recs
beaten down value, real worth probably somewhere in the mid 20's
Recs
market has punished it for no reason other than being part of the auto industry

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