+ Watch TWIN
on My Watchlist
The Company designs, manufactures and sells marine and heavy duty off-highway power transmission equipment.
NET sales decreased $10.6M to 72.3M from record $82.9 M in same period last yr Euro & Asian currencies weakened against US dollar decreased revenue by approximatly $0.7M versus second Q 2012 tax rates increased gross profit decreased 710 base points to much.Inventory on hand
Improving Revenue, Undervalued. Lightly Traded. Decent dividend.
Very interesting small marine parts manufacturer with a decent balance sheet (good but would like to see a little less debt), nice divvy of 2%+, and good growth prospects. Like it now that the market has put it on sale and will take an initial nibble position.
Small-cap dividend player. Graham formula gives me a fair value estimate of $12.69, based on current book value of $9.55 and earnings of $0.75 (my own conservative estimate for next year). This is a margin of safety of 25%.
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 ROENow 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.
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.
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 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
Promises to deliver maximum power = Awesome
Its continual outsourcing of non core components will help out its bottom line EPS and it continues to see strong revenue growth.
The need for heavy machinery overseas will excelerate the need of Twin Disc. Definitely s keeper.
Undiscovered, lightly-traded gem with good PEG
Well, I wish I had rec'd this about four months ago when I put it in my real portfolio for around $32.00Solid earnings, increasing order backlog, consistent dividend, plus international acquisition and the wonderful fact this stock is still not covered by analysts.All this means I've added to my position, even now that the stock price has nearly doubled.
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