Twin Disc, Inc. (TWIN)

Seriously nasty negative earnings surprise announed today. 22 cent LOSS vs. an expected profit of 14 cents a share, does qualify as nasty, doesn't it?

An "ultraLong" choice

Screener Pick Here:
4 or 5 Star for a while,
Based on a good number of All Star Picks,
a small, but existent dividend,
15% or Better EPS Growth,
15% or Better Insider Ownership,
and 15% or Better ROE

Now all we need is a listing of Independently collected Net Promoter Scores.

While slow inventory turnoever worries me a little I think that this company has a solid business and will continue to see growth because of international sales and involvement in industries that are relatively unaffected by economic conditions.

optimism p/e 5.36

5-star micro-cap pick. Produces innovative gears and transmission parts for large vehicles and boats. More than 50% off its 52-week high.

test-CMA

CWAG

Testing out a portfolio of smallish-cap 5-star stocks found using the CAPS screener. All picks have at least 50 allstars backing them, which should be enough to minimize star rating fluctuations. It's been less than a week, but so far so good!

A classic case of a little known market leader that has been beaten down largely because of perception rather than reality. Balance sheet is good, with some well-covered debt. Management makes smart acquisitions from time to time. TWIN perpetually grows faster than its P/E. There is no analyst coverage. I can forsee major gains when Wall Street wakes up.

Value Play.

"The Company sells its products to customers primarily in the pleasure craft, commercial and military marine markets, as well as in the energy and natural resources, government and industrial markets."

I have some near term concerns about the pleasure craft business but the others should be good.

awesome company with a very low stock price

Great Company, but dependent on expendable income, (to buy pleasure craft and the engines that go with), which may be affected by high taxes on the horizon. I'm going with it now, only because its been brutalized by recent market conditions.

This stock has been beaten up pretty bad. I like the buyback here and feel it shows how oversold this stock really is.

This company is in excellent shape financially, and got whacked quite severely after posting record earnings.

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."- lecturing to a group of students at Columbia U. He was 21 years old.

A large sell off today AFTER good quarterly results in a company with a lot of overseas exposure in (relatively) stable countries? Count me in as an optimist.

This stock is clearly undervalued, they have had back to back great quarters and will continue to produce great numbers

Growth much greater than PE