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| BUY | 2.070 | Benj Gallander | Watched it crash. Should have bought more after it crashed. Have a new CEO who was managing their leveraged division. Refinanced their debt in fall of 2008. Happy to hold. | 2010-07-13 | |
| SELL | 2.390 | Derek Webb, CFA | Doesn’t know what the earnings are doing. He has owned it before. From a technical point of view, it had a strong recovery then a nosedive. If they have earnings problems then sell. | 2010-06-03 | |
| BUY | 3.350 | Benj Gallander | Are expanding their product line; aeronautics division is in recovery mode. They don’t have to pay debt very soon. Thinks this one could go up an awfully long way from here. | 2010-04-05 | |
| BUY | 3.170 | Benj Gallander | Insider buying has been tremendous. Could see how it would go up another 5-6 times. They refinanced their debt. They are big in the automotive and housing sectors that were beaten up and are on the rebound. | 2010-02-09 | |
| TOP PICK | 1.900 | Benj Gallander | Refinancing of debt gives them some breathing room. Had a takeover offer and turned it down. If another offer came in he thinks they would jump at it. | 2009-10-22 | |
| PAST TOP PICK | 1.900 | Benj Gallander | (Top Pick Sept 15/08) Really got beaten up badly. Went under a dollar. Reducing debt put them in a better space. Still have 250 Million in debt. | 2009-10-22 | |
| PAST TOP PICK | 1.260 | Benj Gallander | (A Top Pick July 4/08. Down 64.94%.) Barometer of the economy. Sales went down 23% year-over-year. Insiders have been doing a lot of buying. Cutting expenses. As housing and aerospace picks up, the stock should recover. New products seem to be ramping up a little. Still believes in it and it is still on his Buy list. | 2009-08-07 | |
| PAST TOP PICK | 1.250 | Benj Gallander | (A Top Pick July 4/08. Down 66.09%.) Still on his Buy list. Has recovered and insiders have been doing a lot of buying. Tied into housing and the aviation industry. Cut a number of employees in December and also took wage cuts. Streamlined operations. Refinanced debt. Clean balance sheet. | 2009-06-12 | |
| BUY | 0.390 | Benj Gallander | Deals with tape, housing and airline industry. Refinanced their debt last fall so there shouldn't be a problem with this. Have cut back on staff. New products should create revenues. Could be a 10 bagger. | 2009-03-12 | |
| TOP PICK | 2.810 | Benj Gallander | Had not made money since 2005 but has finally started to turn a profit. Into tape, film, housing and airlines area. Management has started to pare down debt. Wouldn't surprise him that it gets turned around and then sold at $15 plus. This could take years. | 2008-09-15 | |
| TOP PICK | 3.480 | Benj Gallander | Old management took on a lot of debt. Management changed but old management came back, which made a lot of sense. Revenues of about $750 million. Looking to cut debt load and costs. Takeover offer of about $4.65 last year. Good long term track record. Caveat: Provide a lot of tape to the housing industry. | 2008-07-04 | |
| PAST TOP SHORT | 9.470 | David Taylor, MBA, CFA | (A Top Short Feb 2/05. Down 4.5%.) It should be a lot lower, but they found some institutions to do an underwriting. Facing higher resin costs. Not effecient. ROE is low. Has a ton of good will. Take write downs every single quarter. | 2005-04-25 | |
| TOP SHORT | 9.880 | David Taylor, MBA, CFA | Doesn't short stocks in the fund. They buy resins and ethylene/plastic prices are going through the roof. Thinks they are going to get hurt significantly. | 2005-02-02 | |
| DON'T BUY | 10.700 | Peter Hodson | Not a fan of the management team. Have restructured their debt which will hurt earnings in the short term, but will save the company. Prefers others. | 2004-07-08 | |
| BUY | 11.000 | David Baskin | Cyclical with the construction business. Should do very well. The recent price drop is a good entry point for a fairly expensive stock. | 2004-04-27 | |
| PAST TOP SHORT | 12.700 | David Taylor, MBA, CFA | (A top pick Sept 12/03. Up 9.66/12.74.) Didn’t work out. Still feels that it’s grossly over priced. | 2003-11-17 | |
| TOP SHORT | 9.660 | David Taylor, MBA, CFA | Stock has gone from $4 to $10 and doesn't think there is anything there. Feels the earnings are overstated. No generation of free cash flow. They are in trouble with the banks. | 2003-09-12 | |
| WEAK BUY | 8.750 | Peter Hodson | Had some big problems. Violated their debt covenance but seems to have skated on side. Will turn it around. Very risky. | 2003-05-12 | |
| DON'T BUY | 15.620 | David Baskin | Economically sensitive. | 2001-11-06 |
