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Has John Deere Reached A Cyclical Low?

2014-11-29 23:13:14| Industrial Machines - Topix.net

As a value investor, I am always on the hunt for companies that are trading at a discount to their true worth. Often times, this approach when applied correctly can morph into an opportunity for above-average gains with below-average risk.

Tags: low john reached deere

 

One Key Reason Cyclical Thor Industries May Be Entering A New Cycle

2014-10-04 18:08:59| Mobile Homes - Topix.net

As Seeking Alpha contributor The Value Investor correctly points out , Thor Industries operates in a highly cyclical industry. As one of the world's largest manufacturer of recreation vehicles, the company sells a luxury item that people generally don't need and tend to slow down purchasing when times are tough.

Tags: new key reason industries

 
 

Thor Industries - Great Company, Yet Unfortunately, It Operates In A Cyclical Industry

2014-06-08 18:34:26| Mobile Homes - Topix.net

Thor is very well-led, yet the cyclical nature of the industry and premium valuation prevents me from stepping in at current levels.

Tags: great company industry industries

 

Dorman Products: 70% Downside As Cyclical Headwinds Pick Up & Aggressive Accounting Unwinds

2014-05-31 12:16:26| Auto Parts - Topix.net

Dorman Products supplies automotive replacement parts to after-market retailers like AutoZone , Advanced Auto Parts , O'Reilly , and warehouse distributors such as Carquest and NAPA .

Tags: products pick accounting aggressive

 

Potential Cyclical Bottom In Astec?

2014-02-25 18:34:10| Industrial Machines - Topix.net

Astec Industries is a key player in the design, engineering, manufacturing, and marketing of equipment and components for nonresidential construction: mainly road building, aggregate processing, oil and gas drilling, wood processing, and related construction activities worldwide.

Tags: potential bottom cyclical astec

 

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