Walter Industries, Inc. (NYSE:WLT)
The Company, through its operating segments, offer a diversified line of products and services including coal and natural gas, furnace and foundry coke, slag fiber, mortgage financing and home construction.
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Recs
smith972
(86.06)
Submitted: 5/23/2013 3:52:50 AM :
Start Price:
$18.71
WLT Score:
-1.71
I haven't bottom fished in a while but here I am. WLT appears too cheap to me so I will submit it here in caps. I owned it once and made money. I will consider a real position after I looked into it some more.
Recs
awallejr
(80.10)
Submitted: 5/18/2013 11:23:19 PM :
Start Price:
$18.20
WLT Score:
+2.64
Bottom fishing with a yield.
Recs
varney
(71.16)
Submitted: 4/22/2013 11:51:03 AM :
Start Price:
$17.08
WLT Score:
+2.16
commodities will recover
Recs
downeyschips
(40.51)
Submitted: 4/17/2013 10:11:52 AM :
Start Price:
$20.86
WLT Score:
-16.97
commodities imploding, largest investor wants to replace board of directors, 15% short interest, lost over $1share last quarter and next year estimates plunging.... good time to slowly ease into stock.
WLT may have to go out and get additional financing or refinance- but i see bankruptcy as limited and that is the only measure of risk when bottom fishing. If you bottom fish and the company goes bankrupt your downside is 100%. If you bottom fish and the stock recovers your upside is 100% to 1000%.
Recs
LongShortIndex
(33.35)
Submitted: 3/22/2013 1:52:25 AM :
Start Price:
$29.03
WLT Score:
+42.96
buy btu
sell wlt
hahahahahaa free money
Recs
fjmok
(60.29)
Submitted: 3/5/2013 1:46:26 PM :
Start Price:
$30.24
WLT Score:
-45.80
Metallurgical coal will have its comeback
Recs
GirlsUnder30
(62.80)
Submitted: 12/27/2012 8:06:49 AM :
Start Price:
$25.89
WLT Score:
-33.91
This is a dirty business but this is a point where I think it will make a decent return.
Recs
sudspark
(< 20)
Submitted: 7/7/2012 2:23:32 PM :
Start Price:
$37.79
WLT Score:
-72.92
Hit too hard. Will rebound 20%
Recs
blesto
(31.11)
Submitted: 6/12/2012 7:04:12 AM :
Start Price:
$43.86
WLT Score:
-83.21
http://wiki.fool.com/The_Graham_Number Formula: Fair value=Sqrt(22.5*EPS*BV)
I expanded it a little by also using EPS Normalized and Tangible BV.
My current Graham Number Valuation Range for WLT: $47.95 to $61.95
Recs
wil3714
(< 20)
Submitted: 6/10/2012 1:24:25 AM :
Start Price:
$46.69
WLT Score:
-87.53
WLT deals mostly with metallurgical coal for global steel production and is the world's leader. If you look at WLT, its trading at around $47 with a market cap of around $3billion. In 2011, WLT acquired Western COal for $3.7billion. How can WLT be worth under $3billion when Western Coal acquisition was valued over that? WLT has global diversification in the US, Canada, and UK.
WLT has been slaughtered even though it continually is profitable over the years. 2012 EPS is projected at $4.30 and 2013 EPS is $6.88. WLT trades at 9.6X 2012 and 6.8X 2013 estimates. 90% of sales are international so WLT isnt affected much by US mandate to limit coal production or shutdown plants. MRQ shows record revenue of $2.6billion in 2011 increased 62% yoy.
WLT has projected to increase supply to 11.5-13million metric tons is record production. With upgrades and downgrades in past weeks in May, Goldman raised sector to attractive and Global Hunter Securities raised its price target to $79.
No doubt the market is in turmoil and the sector in disastrous but the decline is over done. The major decline makes this stock very attractive for a takeover as firms are looking for commodity assets to buy as Morgan Stanley is looking to selloff its assets to private equity.
Recs
Recs
BillZack
(< 20)
Submitted: 12/13/2011 10:18:19 PM :
Start Price:
$58.86
WLT Score:
-103.41
Why oversold and a potential buyout candidate. Good entry price from here down. Looking for a rebound any day now
Recs
cecamadocv1
(99.99)
Submitted: 9/29/2011 4:20:03 PM :
Start Price:
$80.54
WLT Score:
-113.71
Wow was I wrong here!!! smh
Recs
JPAKolypse86
(< 20)
Submitted: 9/13/2011 1:35:33 PM :
Start Price:
$82.94
WLT Score:
-118.25
It's unlikely Walter will be bought. This is still $100 stock though.
Recs
AStarSearch
(71.80)
Submitted: 8/16/2011 12:16:06 PM :
Start Price:
$82.13
WLT Score:
-115.28
Okay, crisis averted, everyone back in.
Recs
ajm101
(33.89)
Submitted: 8/4/2011 2:54:52 PM :
Start Price:
$78.01
WLT Score:
-111.81
picking up lots on the cheap today, i guess :(
Recs
jbuttvt
(46.01)
Submitted: 7/21/2011 8:57:49 PM :
Start Price:
$121.82
WLT Score:
-107.68
From my screen
Recs
mrindependent
(75.86)
Submitted: 7/19/2011 5:52:31 PM :
Start Price:
$119.21
WLT Score:
-108.69
value screen
Recs
rnobadger
(< 20)
Submitted: 7/6/2011 12:06:23 AM :
Start Price:
$116.80
WLT Score:
-107.98
Continues to rise as demand for coal and natural gas increase.
Recs
laborduck
(26.14)
Submitted: 5/16/2011 12:02:49 AM :
Start Price:
$115.14
WLT Score:
+107.69
Major mine operations, Mine 4 & 7, are off-line: There is no power for the majority of Tuscaloosa.
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