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
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
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 […]