Trimble Navigation Limited (NASDAQ:TRMB)

CAPS Rating: 3 out of 5

The Company provides positioning product solutions to commercial and government users. Principal applications served include surveying, construction, agriculture, urban and resource management, military, transportation and telecommunications.

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Member Avatar EnigmaDude (87.04) Submitted: 1/31/2014 5:07:30 PM : Outperform Start Price: $32.37 TRMB Score: -17.06

Great long term growth potential. Anyone doing construction anywhere in the world probably uses or has at least heard of Trimble. Did a quick job search today and found 59 openings just in Colorado!

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Member Avatar CellBlock9 (88.88) Submitted: 6/7/2013 9:30:01 PM : Outperform Start Price: $27.01 TRMB Score: -7.13

S & P 5 star

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Member Avatar XMFRedwood (92.40) Submitted: 4/18/2011 1:45:08 PM : Underperform Start Price: $23.64 TRMB Score: +23.22

Unbelievably expensive at 60x free cash flow, 28x EBITDA. Revenues also at risk because they don't naturally recur, vulnerable to spending slowdowns.

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Member Avatar DonB07067 (< 20) Submitted: 4/3/2011 8:54:15 PM : Outperform Start Price: $25.84 TRMB Score: -30.22

FIrst, I've been aware of Trimble's positioning and wireless products and their product quality for a decade, but only recently started actively investing. I stumbled on TRMB while researching trends in constructing technologies (Building Information Modeling, or BIM), and found that TRMB actively takes their technologies and creates market niches for their product(s) within those industries. It's not true vertical integration, but more like a mesh where the market niches all converge on their core technologies. Horizontal integration, I guess. TRMB is more than just hardware. Their Meridian software company develops some of the industry's leading software products for construction project management. The software provides the link from hardware to customer value in the application. TRMB's ability to create a market niche which their products fill is exceptional, and I believe it will continue to outperform for quite some time.

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Member Avatar Stephreg (67.56) Submitted: 3/5/2010 12:32:31 AM : Outperform Start Price: $13.45 TRMB Score: +47.01

Trimble should continue to benefit from the economic recovery, particularly as that recovery reaches construction and infrastructure replacement. Since Steve Berglund became CEO in 1999, Trimble has outperformed the S&P by 1000% The questions is will this growth continue or will it be affected by the ubiquitousness of GPS products.

Trimble's positioning products are more than simply a GPS that can report where it is, like a modern cell phone. Their positioning products are integrated into the customer's hardware and software infrastructure. For example, their mobile resource management solutions include the positioning device mounted in each truck in the fleet, linked through the internet to manpower planning software that optimizes work assignments, truck routing, truck maintenance and truck and personnel utilization. This puts Trimple in the hardware, software and consulting business and, therefore, much further up the value chain than the hand-held GPS guys. It's commitment to staying high on the value chain is represented by its acquisition strategy that focuses on expanding the breadth of it's market reach and the depth of it's penetration in each market in terms of solving specific positioning problems.

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Member Avatar JAZZYT (< 20) Submitted: 5/18/2009 11:23:30 AM : Outperform Start Price: $9.98 TRMB Score: +81.24

TRMB has cut itself in to many different parts. They are in many areas so they will not be hurt by one bad apple.

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Member Avatar chazcd (< 20) Submitted: 2/6/2009 1:51:30 PM : Outperform Start Price: $7.65 TRMB Score: +162.91

history shows this to be a strong growing company.

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Member Avatar HayStax79 (< 20) Submitted: 10/24/2008 4:47:26 PM : Outperform Start Price: $8.45 TRMB Score: +122.28

Precision guidance tech is addictive to farmers - technology that increases productivity and input efficiencies will be a major player in the ag sector for some time to come.

Trimble is an OEM supplier to CASEIH and has a very substantial aftermarket presence with some of the best tech out there today.

Add in the market presence and 'gold standard' of the Trimble name in survey and laser tech and you have a leader in this market.

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Member Avatar 1dealer (< 20) Submitted: 10/9/2008 9:35:00 PM : Outperform Start Price: $8.97 TRMB Score: +102.91

Am exposed to their products which are second to none. Most serious competitors they have purchased. There is a lot to be said for being the major player in your marketplace. Their market is quite diversified and will support them over the long haul.

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Member Avatar crustysprite (76.40) Submitted: 8/22/2008 12:56:54 PM : Outperform Start Price: $17.00 TRMB Score: +20.08

Employee surveilance will only increase with tightened capital worldwide.

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Member Avatar trendsJohn (< 20) Submitted: 6/14/2008 3:23:02 PM : Outperform Start Price: $18.69 TRMB Score: +11.74

multiple bullish technical signals 91.3

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Member Avatar blondiy0212 (45.83) Submitted: 5/14/2008 2:44:54 PM : Outperform Start Price: $17.54 TRMB Score: +28.10

Everyone needs to own a navigation system. And if they don't have one, well, they better be prepared to waste gas, and we all know the cost of that!

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Member Avatar seanraw007 (68.49) Submitted: 5/6/2008 4:35:58 PM : Outperform Start Price: $16.91 TRMB Score: +34.48

industry leader

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Member Avatar chrome1000 (< 20) Submitted: 5/3/2008 9:33:13 PM : Outperform Start Price: $16.88 TRMB Score: +33.88

Intellectual property: own the idea... own the market.

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Member Avatar tboneuva (62.74) Submitted: 5/1/2008 10:14:59 AM : Outperform Start Price: $16.62 TRMB Score: +34.36

Defense stock for smart bombs

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Member Avatar soccerwannabe (60.90) Submitted: 4/29/2008 9:29:48 AM : Outperform Start Price: $16.93 TRMB Score: +32.04

As more people use this technology it will expand to places never imagined before. The market is not yet at its peak for this companies offerings.

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Member Avatar sampaboybr (< 20) Submitted: 4/28/2008 3:22:56 AM : Outperform Start Price: $16.93 TRMB Score: +32.04

biodiesel, war.

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Member Avatar godssons20005 (38.16) Submitted: 4/27/2008 11:44:54 PM : Underperform Start Price: $16.93 TRMB Score: -32.04

nothin with this stock will ever stay even it will always go up and down

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Member Avatar Brandedsoul (< 20) Submitted: 4/26/2008 12:18:27 PM : Outperform Start Price: $16.93 TRMB Score: +32.04

Just a hunch.

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Member Avatar 815carey (52.79) Submitted: 4/25/2008 6:32:03 PM : Outperform Start Price: $16.93 TRMB Score: +32.04

Exceeding 1st Q expectations and showing a positive outlook for the coming quarter makes me feel comfortable enough to watch Trimble for 6-9months with the expectation of sure-fired funds with the possibility of larger gains.

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