President Trump: Now What?

November 16, 2016

Rumors of the death of oil may have been exaggerated, but not by much. Even so, the surprising presidential election results have stirred me from my hiatus. Disclaimer: I wish to make it clear that for the benefit of potential employers, I neither approve nor disapprove of the outcome of this election or any other. […]

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Park-Ohio: An Undervalued Niche Manufacturer With Well-Chosen Acquisitions

November 9, 2015

Park-Ohio Holdings Corp. is a niche manufacturer and logistics servicer for other, larger manufacturers. It offers a large free cash flow yield of 9.4%, and has been expanding sales through well-chosen bolt-on acquisitions. Read more at http://seekingalpha.com/article/3667746-park-ohio-an-undervalued-niche-manufacturer-with-well-chosen-acquisitions

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Owens-Illinois: An Attractive Global Glass Company

July 22, 2012

Owens-Illinoisis is the leading global manufacturer of glass packaging, with a high free cash flow yield and the ability to pass its inflation costs through to its customers. I highly recommend it. For my full view on the company, see http://seekingalpha.com/article/738241-owens-illinois-a-leading-glass-company-at-a-very-good-price

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UFP Technologies – Opportunities come in Small Packaging Companies

December 8, 2011

Hello all. Some of you may have noticed that I have not been posing as much as I normally do, and the reason for that is that I have been studying for the CFA examination. The test was last week, so I now find myself again at your disposal. I thought I would kick things […]

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