Timken Co.

TKR-N

Analysis and Opinions about TKR-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 23, 2014

Ball Barings and Steel. She used to own it. They are breaking up the company. They had an investor day recently. They are going through a tough demand environment. They improved their margin profile and then in one quarter they came crashing down. Her sense was that they had a hard time predicting what the demand environment would be. It was more volatility than she wanted. The shares had a very good run, so she is on the sidelines on this one. They do have European operations, too.

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Timken Co. (TKR-N)
June 23, 2014

Ball Barings and Steel. She used to own it. They are breaking up the company. They had an investor day recently. They are going through a tough demand environment. They improved their margin profile and then in one quarter they came crashing down. Her sense was that they had a hard time predicting what the demand environment would be. It was more volatility than she wanted. The shares had a very good run, so she is on the sidelines on this one. They do have European operations, too.

WEAK BUY
WEAK BUY
November 20, 2013

Sold a month or so ago. There is upside ahead, though. Margins held up well last quarter.

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Timken Co. (TKR-N)
November 20, 2013

Sold a month or so ago. There is upside ahead, though. Margins held up well last quarter.

HOLD
HOLD
August 1, 2013

This company does ball bearings and specialize on the higher end side. Used to be very cyclical business but have done a very good job of fixing that problem. Not adding to her position at this time. The question she is working on, and will be trying to answer in the next week or so is, if demand for their products will come back.

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Timken Co. (TKR-N)
August 1, 2013

This company does ball bearings and specialize on the higher end side. Used to be very cyclical business but have done a very good job of fixing that problem. Not adding to her position at this time. The question she is working on, and will be trying to answer in the next week or so is, if demand for their products will come back.

TOP PICK
TOP PICK
January 30, 2006
This Top pick consists of a basket of U.S. large caps, Gardner Denver (GDI-N), Corning (GLW-N) and Ingersoll-Rand (IR-N) Parker Hannifin (PH-N) and Timken (TKR-N). Infrastructure spending has lagged severely. On the corporate side, there is lots of cash on hand, debt has declined
Show full opinionHide full opinion
Timken Co. (TKR-N)
January 30, 2006
This Top pick consists of a basket of U.S. large caps, Gardner Denver (GDI-N), Corning (GLW-N) and Ingersoll-Rand (IR-N) Parker Hannifin (PH-N) and Timken (TKR-N). Infrastructure spending has lagged severely. On the corporate side, there is lots of cash on hand, debt has declined
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