Twin Disc, Inc. (TWIN)

5 Star/Small cap/Pays dividend

Promises to deliver maximum power = Awesome

Undiscovered, lightly-traded gem with good PEG

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!

test-CMA

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

CWAG

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

Twin Disc
Founded in 1918, Racine Wisconsin, 872 Employees, CEO hired in 1970 became CEO in 1991
23.30% insider holding.

Manufacturer of large gas and well service pumps used on 3000hp motors. Maybe some risk to this segment as oil prices drop.

Fire trucks use there all wheel dirve "Pump & Roll" techonlogy.

Marine Transmissions in the pleasure segment did not do that well last year but was offset by increases in Fishing and Military Marine sales.
Increase in sale from the purchase of Rolla SP Proppeller SA.

I like the looks of this company. I do not own all the companies in my caps but I am buying this one today.

Net Sales
2002 = 179
2003 = 179
2004 = 186
2005 = 218
2006 = 243

growth co

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

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.

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

Growth much greater than PE

.. how does $80 sounds .. if not at the end of this year, perhaps at the end of next year? Who knows? Wasn't this stock $12 two years ago? ..

optimism p/e 5.36

Its continual outsourcing of non core components will help out its bottom line EPS and it continues to see strong revenue growth.