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$89.30 -0.34 (-0.38%)
7/18/2008 1:34 PM

Graham Corp (GHM)

CAPS Rating:
*****

The Company and its subsidiaries are engaged in the design, manufacture and supply of vacuum and heat transfer equipment used in the chemical, petrochemical, petroleum refining and electric power generating industries.

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Total Players

953 Outperforms
27 Underperforms
 

All-Stars

337 Outperforms
5 Underperforms
 

Players bullish on GHM are also bullish on:

Players bearish on GHM are also bearish on:

Ticker Tags

Oil & Gas Equipment & Services (77), Micro Cap (4824), Metal Fabrication (24)
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Graham Corp At A Glance

Current Price: $89.30
Last Trade Time: 7/18/2008 1:34 PM
Open: $91.22
Previous Close: $89.64
Daily Range: $88.00 - $91.22
52-Week Range: $25.41 - $92.95
Volume: 96,140
Market Cap: $248.52M
P/E Ratio: 29.58
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Stock Trends

GHM VS S&P 500 (SPY)

GHM 12 month chart vs. S&P

News & Discussion Boards

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Top Bull Pitch

Recs

11

Graham Corp (GHM)

Avatar jat062106 (85.31) Submitted: 3/26/08 10:56 PM

I've been following this stock for a while and have consistently seen
it go up. Over the past couple of quarters it has done fantastic in
their earnings. This is a solid stock, I think since it has done so well some people are taking profits and since the market has sold off so much it has...More

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Top Bear Pitch

Recs

1

Graham Corp (GHM)

Avatar TERESABB (35.30) Submitted: 5/27/08 3:37 PM

299% GAIN IN 2007

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Recs

0

 (GHM)

Avatar smacke01 (< 20) Submitted: 7/16/08 10:56 PM : Outperform Start Price: $91.70 GHM Score: -3.03

GHM makes what I call "Bolt On" parts for the refinery industry. The parts are vacuums and heat transfer parts that allow refineries to process heavy crude oil. Lets face it, the light sweat crude that used to pour from the facet of West Texas is gone. The whole world needs to get used to drilling, extracting, and refining heavy or sour crude oil. Since the US hasn't built a new refinery since the 1970's, its time for these refineries to get a tune up to handle the heavy crude that is going to be the standard going forward. The environmentalists will not allow new refinereis to be built, so we are just going to upgrade them with parts from GHM.
GHM is a very old company with a global presence. GHM has long ties with the Saudis and their heavy crude and now that Brazil's huge offshore find is most likely a thick, heavy crude, GHM should be sending down a sales team for the future.

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Recs

0

 (GHM)

Avatar Cuchulainn1 (98.40) Submitted: 7/14/08 9:09 PM : Outperform Start Price: $86.00 GHM Score: 0.61

probably getting in at the wrong time, but I just keep on watching this one go high and higher. (wouldn't buy with real money until a pullback)

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Recs

4

 (GHM)

Avatar JohnEHibbert (61.97) Submitted: 7/14/08 2:42 PM : Outperform Start Price: $52.59 GHM Score: 78.39

Four Reason I like Graham...........

They are engaged in the business of building products for industries such as Oil refineries & Power generation- which is why I really like them. (Oil Refining contributed to 43% of FY2008 Sales). I think the expansion of existing refineries in the US and new ones they are building overseas will continue to be the gem of this company. As the worlds demand for oil continues to increase, countries will need to build new refineries to keep a steady supply. Graham also makes a lot of products for refiners that allow they to process heavy and/or sour crude. Most of the new oil that OPEC is trying to flood the markets with is sour crude, and more costly to refine....unless of course the refiner has Graham expand their capacity to handle this crude. (I believe that Brazil’s new discovery is also sour crude). For a refiner to be upgraded to handle sour crude, they will need an upgrade of vacuum and heat transfer equipment. They are also engaged in chemical processing and other businesses that I think have a lot of potential such as A) Waste to Energy B) Geothermal C) Nuclear etc.... Did I mention Canadian Oil sands??

They seem to have a strong foothold in the US and in their investor report, they breakdown their market share in every industry they are competing in. (ranges from 10-75%). Also, they list their competitors in each industry, which seems to be a vote of confidence in their ability to beat out the competition.

All the financial numbers seems to look good- International Revenue increased 98% since 2004, Asia Sales are up 54%, and Middle East sales are up 900%. Graham has also been trying to increase more profitable aftermarket sales, which is has successfully increased 97% to $15 million since 2004. Total sales are up 130% since 2004, and they continue to increase their Gross Profit Margin, from 15.7% in 2004 to 39.5% in FY 2008. Continues to improve balance sheet with huge increases in Cash, Equity, Current Assets. Also new orders increased 24% and the backlog hit 75 million, which is a 40% increase.

The Future – I believe that Graham will continue to see significant growth. Graham also believes this and in 2008 they increased engineering capacity for surface condensers by 25%. There are similar investments “ongoing” for their ejector product line.

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Recs

0

 (GHM)

Avatar DenverCyko (42.93) Submitted: 7/10/08 11:52 AM : Outperform Start Price: $77.40 GHM Score: 14.55

Oilfield equipment - OK - I'll jump in here for the next uptick

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Recs

0

 (GHM)

Avatar WOODYHAZE (< 20) Submitted: 7/10/08 11:15 AM : Outperform Start Price: $77.30 GHM Score: 14.24

Great history over the last 12 months, should keep going..if they can combat this market, I like their prospects for the future...

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