Twin Disc, Inc. (TWIN)

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

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.

The need for heavy machinery overseas will excelerate the need of Twin Disc. Definitely s keeper.

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.

An "ultraLong" choice

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

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.

awesome company with a very low stock price

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.

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.

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.

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!

CWAG

test-CMA

optimism p/e 5.36

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.

.. 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? ..

growth co