Airboss of America

BOS-T

Analysis and Opinions about BOS-T

Signal
Opinion
Expert
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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