Airboss of America

BOS-T

Analysis and Opinions about BOS-T

Signal
Opinion
Expert
HOLD
HOLD
February 20, 2019
He has become quite bored with this -- they have had ups and downs and not hit earnings targets. Management has a big interest in the rubber product business. He thinks they should go private. He is getting frustrated.
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Airboss of America (BOS-T)
February 20, 2019
He has become quite bored with this -- they have had ups and downs and not hit earnings targets. Management has a big interest in the rubber product business. He thinks they should go private. He is getting frustrated.
HOLD
HOLD
April 18, 2018

This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has not changed in years and they recently increased the dividend. He thinks today’s current price is still expensive so would not buy it here. If you owned it for the dividends you should hold.

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This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has not changed in years and they recently increased the dividend. He thinks today’s current price is still expensive so would not buy it here. If you owned it for the dividends you should hold.

DON'T BUY
DON'T BUY
January 2, 2018

Rubber compounds, where they do conveyor belts, rubber automotive products, etc. The balance sheet is good, but they are in a state right now where nothing is really working their way. They are doing what they can. They are buying back shares, etc. and they still pay a dividend. Management has very little positive things to say right now. Until management improves, he wouldn't be too interested.

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Rubber compounds, where they do conveyor belts, rubber automotive products, etc. The balance sheet is good, but they are in a state right now where nothing is really working their way. They are doing what they can. They are buying back shares, etc. and they still pay a dividend. Management has very little positive things to say right now. Until management improves, he wouldn't be too interested.

BUY
BUY
December 12, 2017

He thinks it might be bought out at some point. It will likely go up in 2018. It is a supplier into the oil industry among others. It probably won’t go down if there is a correction.

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Airboss of America (BOS-T)
December 12, 2017

He thinks it might be bought out at some point. It will likely go up in 2018. It is a supplier into the oil industry among others. It probably won’t go down if there is a correction.

PAST TOP PICK
PAST TOP PICK
August 2, 2017

(A Top Pick June 24/16. Down 4.25%.) He pulled this after they had some pretty bad news and poor earning results. Management is doing the right thing by paying down debt and buying back shares. Their free cash flow is still fairly strong. He wouldn’t bother owning this until you saw some better outlook coming from management.

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(A Top Pick June 24/16. Down 4.25%.) He pulled this after they had some pretty bad news and poor earning results. Management is doing the right thing by paying down debt and buying back shares. Their free cash flow is still fairly strong. He wouldn’t bother owning this until you saw some better outlook coming from management.

PAST TOP PICK
PAST TOP PICK
May 26, 2017

(A Top Pick April 28/16. Down 18%.) This has had quite a good history for 2-3 years, and got hit by the oil/gas sector, and a very, very slow defence buying in the US. This is still a Hold.

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(A Top Pick April 28/16. Down 18%.) This has had quite a good history for 2-3 years, and got hit by the oil/gas sector, and a very, very slow defence buying in the US. This is still a Hold.

TOP PICK
TOP PICK
April 10, 2017

The biggest rubber compounder. They are sole supplier for all the chemical and biological resistant boots and gloves for the US and Canadian armed forces. They will benefit from the pickup in infrastructure spend. They also do rubber bushings for the auto industry. (Analysts’ target: $14.00).

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The biggest rubber compounder. They are sole supplier for all the chemical and biological resistant boots and gloves for the US and Canadian armed forces. They will benefit from the pickup in infrastructure spend. They also do rubber bushings for the auto industry. (Analysts’ target: $14.00).

BUY
BUY
February 7, 2017

Has always liked this, but they are still exposed to areas of the economy that are struggling. It is going through a transformation right now and there will be bumpy quarters along the road. We are going to see a turn around in US military spending, as well as elsewhere in the world.

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Airboss of America (BOS-T)
February 7, 2017

Has always liked this, but they are still exposed to areas of the economy that are struggling. It is going through a transformation right now and there will be bumpy quarters along the road. We are going to see a turn around in US military spending, as well as elsewhere in the world.

HOLD
HOLD
December 20, 2016

It looks cheap here. It might be a value trap because the last couple of quarters have not been good. He is not adding but has not sold. He hopes things will start to turn in the next couple of quarters.

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Airboss of America (BOS-T)
December 20, 2016

It looks cheap here. It might be a value trap because the last couple of quarters have not been good. He is not adding but has not sold. He hopes things will start to turn in the next couple of quarters.

SELL
SELL
November 25, 2016

This does rubber compounding solutions, like repairing treads, conveyor belts, etc. They bought a defence products company recently. None of those businesses are really working out too well. This is more of a macro growth issue. He likes it from a value perspective, but now with the recent weak quarter and the management outlook, it hard to find much to like about the company. It could be used as a tax-loss sale, and look at returning in 6 months’ time when management outlook starts improving.

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Airboss of America (BOS-T)
November 25, 2016

This does rubber compounding solutions, like repairing treads, conveyor belts, etc. They bought a defence products company recently. None of those businesses are really working out too well. This is more of a macro growth issue. He likes it from a value perspective, but now with the recent weak quarter and the management outlook, it hard to find much to like about the company. It could be used as a tax-loss sale, and look at returning in 6 months’ time when management outlook starts improving.

WAIT
WAIT
November 16, 2016

Had owned this in the past. Because of earnings, it continues to drop-down in rankings. The concern is with the defence spending and their contracts, which tend to be pretty lumpy. They’ve really come back of late. If he sees some increase in US military spending, there is probably some potential, but will probably be several quarters in the works. Strong management. Wait until you see their next quarter.

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Airboss of America (BOS-T)
November 16, 2016

Had owned this in the past. Because of earnings, it continues to drop-down in rankings. The concern is with the defence spending and their contracts, which tend to be pretty lumpy. They’ve really come back of late. If he sees some increase in US military spending, there is probably some potential, but will probably be several quarters in the works. Strong management. Wait until you see their next quarter.

PAST TOP PICK
PAST TOP PICK
September 30, 2016

(A Top Pick June 24/16. Down 5.05%.) Does different types of rubber compounds for the self defence industry. A deeper value type of name, trading at 9X earnings. The recent quarter wasn’t great, and the next one probably won’t be overly exciting either. Things will eventually pick up, and he thinks it will move quite well when that happens. He still likes it.

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Airboss of America (BOS-T)
September 30, 2016

(A Top Pick June 24/16. Down 5.05%.) Does different types of rubber compounds for the self defence industry. A deeper value type of name, trading at 9X earnings. The recent quarter wasn’t great, and the next one probably won’t be overly exciting either. Things will eventually pick up, and he thinks it will move quite well when that happens. He still likes it.

COMMENT
COMMENT
August 26, 2016

This was a darling last fall and in the early part of this year, but has really sold off. A lot of that had to do with prospects for their business and the multiple that the market was paying. They are in rubber compounding and do a lot in defence, which will be where their uptake is in the next few years. With the US candidates’ comments, there is potential for bigger military and bigger military spend. The major shareholder on this is the CEO.

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This was a darling last fall and in the early part of this year, but has really sold off. A lot of that had to do with prospects for their business and the multiple that the market was paying. They are in rubber compounding and do a lot in defence, which will be where their uptake is in the next few years. With the US candidates’ comments, there is potential for bigger military and bigger military spend. The major shareholder on this is the CEO.

PAST TOP PICK
PAST TOP PICK
August 19, 2016

(A Top Pick Aug 5/15. Down 44.52%.) Was really surprised at how poorly this one had done. To a large degree he thinks it is the way the market is treating the stock.

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(A Top Pick Aug 5/15. Down 44.52%.) Was really surprised at how poorly this one had done. To a large degree he thinks it is the way the market is treating the stock.

PAST TOP PICK
PAST TOP PICK
August 3, 2016

(A Top Pick Aug 4/15. Down 41.02%.) This was disappointing. What he likes is good growth, good cash flow, high insider ownership and a nice little dividend. This company has it all. Had done very, very well and then hit some hiccups. Their costs went up and they were hit with the US$ currency. He is not giving up on this.

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(A Top Pick Aug 4/15. Down 41.02%.) This was disappointing. What he likes is good growth, good cash flow, high insider ownership and a nice little dividend. This company has it all. Had done very, very well and then hit some hiccups. Their costs went up and they were hit with the US$ currency. He is not giving up on this.

TOP PICK
TOP PICK
June 24, 2016

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

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This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

BUY
BUY
June 20, 2016

A rubber compounding company. The most interesting thing they do is called Flexible Products, a company they bought, which makes flexible components for cars. There has been weakness in anything to do with automobile components, because everybody believes we are at peak auto sales. Also, oil prices have been rallying, which is an input into making rubber. Rubber components are actually picking up. This is a pretty attractive Buy here.

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A rubber compounding company. The most interesting thing they do is called Flexible Products, a company they bought, which makes flexible components for cars. There has been weakness in anything to do with automobile components, because everybody believes we are at peak auto sales. Also, oil prices have been rallying, which is an input into making rubber. Rubber components are actually picking up. This is a pretty attractive Buy here.

BUY WEAKNESS
BUY WEAKNESS
May 24, 2016

(Market Call Minute.) Great company that is well-run. A long-term hold with the opportunity to buy it on weakness.

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(Market Call Minute.) Great company that is well-run. A long-term hold with the opportunity to buy it on weakness.

COMMENT
COMMENT
May 17, 2016

(Market Call Minute.) This will certainly grow over time, but right now has run into the same situation that has been seen with Windpact, i.e., it was really the market darling last year with investors rotating out of that space when earnings kind of flattened. If you don’t own it, you could be looking at it here.

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(Market Call Minute.) This will certainly grow over time, but right now has run into the same situation that has been seen with Windpact, i.e., it was really the market darling last year with investors rotating out of that space when earnings kind of flattened. If you don’t own it, you could be looking at it here.

TOP PICK
TOP PICK
April 28, 2016

This is a buy now because it is down at $15, which is extraordinarily run down. It is a North American leader in their products.

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This is a buy now because it is down at $15, which is extraordinarily run down. It is a North American leader in their products.

TOP PICK
TOP PICK
April 11, 2016

A rubber compounding company that makes rubber gloves and gas masks for the defence business. Their growth and multiple makes it a really cheap stock. Growing earnings pretty aggressively. Made a few acquisitions. Very attractive at this price. Trading at 11X earnings. Management holds well over 20% of the stock. Dividend yield of 1.65%.

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A rubber compounding company that makes rubber gloves and gas masks for the defence business. Their growth and multiple makes it a really cheap stock. Growing earnings pretty aggressively. Made a few acquisitions. Very attractive at this price. Trading at 11X earnings. Management holds well over 20% of the stock. Dividend yield of 1.65%.

COMMENT
COMMENT
October 13, 2015

Still likes this company. Insiders own a big chunk. Pays a big dividend which has been growing. Revenues are ramping up and they have some US$ exposure, so there is lots to like about it. At this level it is really starting to look quite attractive.

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Airboss of America (BOS-T)
October 13, 2015

Still likes this company. Insiders own a big chunk. Pays a big dividend which has been growing. Revenues are ramping up and they have some US$ exposure, so there is lots to like about it. At this level it is really starting to look quite attractive.

TOP PICK
TOP PICK
August 5, 2015

A leader in rubber compounds for industry in North America. Have just done a transformational merger with the long-term partner Immediate Response Technology, a US defence Security related company. Dividend yield of 0.97%.

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A leader in rubber compounds for industry in North America. Have just done a transformational merger with the long-term partner Immediate Response Technology, a US defence Security related company. Dividend yield of 0.97%.

TOP PICK
TOP PICK
August 4, 2015

Likes the management ownership. There is 27% insider ownership. Also, likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.

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Likes the management ownership. There is 27% insider ownership. Also, likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.

N/A
N/A
October 19, 2009
Doesn’t cover this stock.
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Airboss of America (BOS-T)
October 19, 2009
Doesn’t cover this stock.
PAST TOP PICK
PAST TOP PICK
May 12, 2003
(Was a top pick on Mar 10/03. Up 7.3%) Still likes.Getting hit hard by currency. Had a good quarter. A possible takeover target.
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(Was a top pick on Mar 10/03. Up 7.3%) Still likes.Getting hit hard by currency. Had a good quarter. A possible takeover target.
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