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$84.30 -0.20 (-0.24%)
7/18/2008 1:55 PM

Lufkin Industries, Inc. (LUFK)

CAPS Rating:
*****

The Company and its subsidiaries manufacture and sell oil field pumping units, power transmission products and highway trailers throughout the world.

Rating a stock in CAPS consists of three components:

Your call - Will this stock outperform or underperform the S&P 500? Successful picks are measured in terms of whether or not you were correct and by how many percentage points.

Your time frame - A guideline for other players to see whether your thinking is short or long-term. Time frame is also used to calculate the stock rating, but is not used in the scoring of your pick.

Your pitch - Here's your chance to offer more detailed thoughts, analysis, concerns, or the rationale behind your call. The pitch is optional and may be added later.

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Total Players

551 Outperforms
14 Underperforms
 

All-Stars

258 Outperforms
2 Underperforms
 

Wall Street

3 Outperforms
0 Underperforms
 

Players bullish on LUFK are also bullish on:

Players bearish on LUFK are also bearish on:

Ticker Tags

Services (251), Oil & Gas Equipment & Services (77), Small Cap (1922)
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Lufkin Industries, Inc. At A Glance

Current Price: $84.30
Last Trade Time: 7/18/2008 1:55 PM
Open: $85.00
Previous Close: $84.50
Daily Range: $82.95 - $87.44
52-Week Range: $50.73 - $94.61
Volume: 170,957
Market Cap: $1.25B
P/E Ratio: 16.38
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Stock Trends

LUFK VS S&P 500 (SPY)

LUFK 12 month chart vs. S&P

News & Discussion Boards

Other News Headlines for LUFK

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Top Bull Pitch

Recs

4

Lufkin Industries, Inc. (LUFK)

Avatar JDSancho (98.79) Submitted: 6/18/08 11:32 PM

A truely outstanding pick made by EldrehadsPicks in October 2007. If you would like to read a thorough analysis of this company, visit his blog...

http://caps.fool.com/Blogs/ViewBlog.aspx?t=01002263092484976...

For a quick summary of his points:

* LUFK operates in 3 main segme...More

Replies: 0 | Reply | Permalink

Top Bear Pitch

There are no pitches that meet the Top Bear criteria. Explain

If this upsets you, start recommending pitches below!

CAPS Players

picks per page. CHANGE

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Recs

0

 (LUFK)

Avatar tixareforkids (66.17) Submitted: 7/16/08 12:25 PM : Outperform Start Price: $90.95 LUFK Score: -9.71

oil...

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Recs

0

 (LUFK)

Avatar GoolieGogg (< 20) Submitted: 7/11/08 8:30 PM : Underperform Start Price: $83.19 LUFK Score: -0.96

Solid performer has had its run for the time being. Until May, price movement tracked quite closely to Caterpillar, but the petroleum industry connection has had it tracking along with crude futures since then. When -- yes, when -- crude takes a big-time tumble next month, so will LUFK.

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Recs

0

 (LUFK)

Avatar gehin (88.97) Submitted: 6/26/08 1:10 PM : Outperform Start Price: $84.72 LUFK Score: 2.10

Oil is king !!!

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Recs

1

 (LUFK)

Avatar Jeffreyw (90.49) Submitted: 6/24/08 12:13 PM : Outperform Start Price: $57.04 LUFK Score: 54.67

I see no end in sight for demand for oil field equipment and services.

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Recs

4

 (LUFK)

Avatar JDSancho (98.79) Submitted: 6/18/08 11:32 PM : Outperform Start Price: $52.31 LUFK Score: 68.28

A truely outstanding pick made by EldrehadsPicks in October 2007. If you would like to read a thorough analysis of this company, visit his blog...

http://caps.fool.com/Blogs/ViewBlog.aspx?t=01002263092484976...

For a quick summary of his points:

* LUFK operates in 3 main segments: oilfield equipment, power transmission, and trailers. Oilfield equipment consists of 2/3 sales, and is the reason why I was attracted in the first place.
* top line has increased 30% annually over 4 yrs
* sign of good managment: SG&A decreasing as % of sales
----> operating/net margins increasing YoY as well
* management had a good feeling about company's prospects at the end of 2007 based on backlog & international strength (man, were they right on the money)
* strong balance sheet w/ $0 debt and $7 cash per share

Unfortunately, we're already over 3/4 of the way to Elrehad's fair value estimate of $104, based on 11% growth.
I saw this as a great opportunity and pulled the trigger on CAPS, but missed out on a nice return with real money. I am grateful to Big E for introducing us to a great company that will most likely continue its successful run for investors.

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Wall Street

Results 1 - 3 of 3  

picks per page. CHANGE Expand All Pitches

Top
Pick
Player NamePlayer RatingStart
Date
CallTime FrameStart
Price
Stock
Gain
S&P
Gain
ScorePitch
TrackC.K.Cooper 21.35 07/03/08 Outperform NS $83.74+0.24%-1.41%+1.65
TrackCKCooper 92.73 03/20/08 Outperform NS $58.85+42.64%-3.49%+46.12
TrackJohnKeeley 93.91 09/30/07 Outperform NS $54.37+54.38%-17.86%+72.24 Toggle the visibility of 60-Second Pitch and replies

Results 1 - 3 of 3  

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