Date updated:01-27-2007
Meryl Witmer, general partner at Eagle Capital Partners. Witmer looks far and wide for deep value systems. Here's an interesting part of the dialogue between her and Oscar Schafer:
Schafer: This morning you said you had a hard time finding attractive stocks. Yet you found four interesting situations.
Witmer: I have a company coming out of bankruptcy, a company getting delisted, a U.K.-based company and Texas Industries. I've had to search far and wide.

-
NAV
Navistar Intl Cp - $34.55
- -0.83%
- $34.59
The company has been kicked out of the S&P 500 and might get kicked out the NYSE but she thinks this creates opportunity. "When everyone starts downgrading a stock, it's usually time to buy." The company is ni many steady businesses she says. "ts 60% share of the school-bus market generates annual revenue of about $1.3 billion. It has a replacement-parts business growing at 10% a year, with revenue of $1.7 billion. Its financial-services business earns more than $100 million a year. It also has a military and other severe-services business that generate $1 billion." She thinks it could get as high as $69 and that the company can potentially earn $5.25 by 2008.

-
KALU
Kaiser Aluminum C - $41.61
- 0.00%
- $N/A
The company specializes in rolling alumnimum which is used for plane skin. Witmer thinks that the US and Europe will have to replace aging plane fleets through 2010 and this will be a boost to earnings. She thinks free cash flow can get to $6 a share. "We estimate Kaiser can trade at an 11 P/E. It has NOLs worth about $12 a share and should build up about $8 a share in cash in the next two years. Our price target is 86 by the end of '08."

-
TXI
Texas Ind - $34.52
- -0.17%
- $33.68
Makes cement and concrete. Witmer thinks Texas is the new Florida with reasonable housing prices and continued growth. And also the cement industry has high barriers to entry and strong cash flows. She notes that the company is "under-earning" compared with its competitors and that if they cut costs they can earn over $7 a share. Also interesting is that the CEO of Orascom, an Egyptian cement producer is going activist on TXI and that ORascom might try to take over TXI. She thinks TXI can hit 78 to 100, up from its 67 now.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for Nov. 2, 2009. Read more here. more
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more











Comments not available