Titan International, Inc. (NYSE:TWI)

Titan manufactures wheels, tires and assemblies for big equipment makers in agriculture, construction, and mining sectors as well as for consumers for all-terrain vehicles.

In the last 3 years, earnings have skyrocketed.
***2010 Earnings: 49 cents
***2011 Expected Earnings: $1.46- EPS growth of 197%
***2012 Expected Earnings: $2.26- EPS growth of 56%

But like a lot of stocks, it sold off over the summer of 2011 before hitting a new 52-week low in October. It has since rebounded off that level, but hasn't retaken its prior highs.

But because of rising earnings estimates, that means the stock has attractive valuations.

In addition to a P/E under 10, which is under the average for the S&P 500 of 12.4, the company has a price-to-book of 2.3. A P/B under 3.0 usually indicates value.

Additionally, Titan has a really low price-to-sales ratio of 0.7. A P/S under 1.0 can mean that a company is undervalued.

Also, if you're looking for other solid fundamentals, Titan has a stellar 1-year return on equity (ROE) of 20.2% which is well under the S&P 500 average of just 13.4%.

Time to buy fools for an undervalued manufacturer of wheels, tires and assemblies for big equipment makers in agriculture, construction, and mining sectors as well as for consumers for all-terrain vehicles.

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Catepillar and Deere are growing at a significant pace around the world. TWI manufactures both large earth moving and farm tires. TWI's growth rate should follow the growth of Cat and De.

Positive Earnings Surprise

This is a pure construction play,period.

Watching Goodyear for many years just makes sense that it will continue to flourish with Titan as the new owner.

Short interest: 32% of float

Developing markets will pick up.

under performing other tire producers, all tire producers are overdone

Slowly picking it back up w/ the Auto industry

Possible anti dumping push from UAW against China made tires plus excellent company productivity ratings make this a good long term buy at $6/share.

This is somewhat experimental on my part, we'll see what happens.
PEG = 0.99 via yahoo finance
EV/OCF/ROA = 0.82
Analysts have been way off on their estimates over the last year, both positively and negatively, with the most recent miss being negative.

The only tire production company that produces everything in the United States. No passenger car tires, but strong, strong in construction, industrial, and agricultural tires.

In addition to a possible Obama bounce, if companies don't buy new equipment they will spend more on maintaining them to keep productive. Stock is unreasonably low right now.

Top 20 Covered Call Trades

They make and sell specialty tires. On the Ag side, they may be able to pass off the increased prices, but not so much on the consumer side. We'll see. I'll make this pick when they shot up 20+%

Well positioned to take advantage of demand from agriculture and mining, and not only in US markets, but contracts abroad will provide a cushion against a slowing US economy.

1) Never bet long-term against anything in the construction field.

2) No matter how expensive fuel gets, guys who like to drive in the mud with big-ole tires are going to find a way to pay for it.

BIG GIANT TIRES! What's not to like? Seriously, agricultural, mining and other industrial uses have created a shortage of oversized tires, and this company is positioned to benefit from this trend and the major tire manufacturers desire to catch up on demand.