Robbins & Myers is a divided into two main business platforms 1. Fluid Management, which supply’s Robbins & Myers with a substantial part of its total revenues. Fluid management, especially their pressure pumping systems is essential in keeping oil rigs squeaky clean, allowing them to pump as much oil as they psychical can. With oil at record prices, it’s only natural to assume this part of the business is booming 2. Process Solutions, which is involved with chemical and pharmaceutical sectors. Their Romaco division—which has been very volatility in the past, has seen large orders at the beginning of the first quarter. Most analysts have yet to add Romaco’s earnings potential into their overall estimates. Once they see a second quarter of steady growth and orders in Romaco, analysts will boast their estimates. While, weaker industrial goods orders may slow down some of its U.S-based, 60% of the company’s total revenues come from outside the U.S, hardly making this an issue. Also, the dollar is 12% weaker since they last reported earnings Adjust EBIT margins went from 7.4% to 13.1%, from 2006 to 2007. Robbins & Myers has beaten earnings estimates 6 out of the last 7 earnings reports, last quarter they raised its 2008 guidance by 25 cents Weekly Catalyst: With 60% of its revenue coming from overseas, Robbins & Myers is greatly aided by a positive currency conversion rate. Robbins & Myers is also an indirect play on rising oil, most of its end-market customers business is based on $40 a barrel low, and with oil trading 2.5x those levels we should see a huge beat.

Snapback oil play

Earnings play.

Snapback play. Lagged the market for sometime now.

Risky earnings play. Has been beaten down for sometime after the merger failed. Could see a snapback

Snpaback play. They are putting themselfs up for a sale. Bill Ackman owns a huge posiiton

Won a huge case regarding airwave bidding.

Stocks that make 52-week highs in this market are blessed.