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| HOLD | 3.350 | Benj Gallander | Insiders have been buying. He can see it going up to double digits. | 2012-01-17 | |
| WAIT | 3.130 | Benj Gallander | Year after year it has lost money. He wants to see it make money on an annual basis, not a quarterly basis. | 2011-12-06 | |
| HOLD | 1.840 | Benj Gallander | Finally made money this past quarter and things are looking better for them. CEO says competitive pressures have lessened. Major competitor is 3M (MMM-N) who are now looking for margins rather than market share. | 2011-10-04 | |
| BUY | 2.060 | Benj Gallander | On his buy list. Numbers have improved. Excellent chance they will get better. First time in years they have said competitive pressures have eased. They are now trying to make sure they have better margins. They lost a lawsuit and were supposed to loose $13 million but it was scaled back to $1 million. They have lost money for 5 years so he needs to see a few quarters of positive earnings. He would consider buying it if he didn’t own it. | 2011-08-25 | |
| BUY | 2.370 | Benj Gallander | Likes it. It’s around where he bought it. For the first time in years they are seeing the competitive pressures (3M) falling away. Is happy to buy it from this point. The one negative is that they have lost money for a number of years in a row. | 2011-07-15 | |
| HOLD | 1.600 | Benj Gallander | One could sell to trigger a tax loss and buy back after 30 days. Financials are much better now. Content to hold it – there is potential upside. There was significant insider trading recently. | 2011-05-31 | |
| PAST TOP PICK | 1.670 | Benj Gallander | (A Top Pick Oct 22/09. Down 16.5%.) Very highly tuned to the economy and housing market. They have to start showing regular profits quarter after quarter. Introducing some new products. Still likes. | 2010-09-17 | |
| 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 | |
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| 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 |
