Mike Lyons CA, CFA
A. Schulman Inc.
SHLM-Q
TOP PICK
Feb 24, 2011
A leading performer of high performance plastic resins. Decent dividend of almost 3%. Low price sales and reasonable price/earnings. 2/3 of the business is profitable European operations and 1/3 is unprofitable North American. If the new CEO can get North America up to decent profitability, there is a lot of room for earnings and margin expansion.
Manufactures plastic resins. Trades for about 40% of revenues. Likes Price/Sales ratios below 50%. Strong balance sheet and decent dividend. 2/3 of its operations are European and profitable. 1/3 is N. A. and unprofitable and the company is not recognizing tax benefits on losses. Assuming they turn it around, current earnings are understated. New product line is coming out, which is not reflected in the current stock price.
Your Watchlist
Add stocks to watchlist to monitor them daily and get important alerts.