Wednesday, March 11, 2009

Hitting Up The CAS

Yesterday, stock in AM Castle (CAS), a diversified metals and plastics distributor, rose 52% after the company beat analyst expectations for its most recent quarter. While it is difficult for non-insiders to predict that companies will beat expectations in any given quarter, it is not so difficult, especially in this market, to find companies with limited downside and tremendous upside potential. To illustrate this, consider these select items from AM Castle's balance sheet prior to yesterday's announcement:

Assets
Cash: $18M
Receivables due from customers less doubtful accounts: $204M
Inventory (at lower of replacement and fair value): $450M

Liabilities
Debt: $143M
Total Liabilities: $407

The company's cash+A/R+inventory less all liabilities add up to $265 million. Note that this barebones minimal valuation excludes the company's relationships with customers, its manufacturing facilities, and other intangibles which make this a profitable company. Yet as recently as Monday, the company traded with a market cap of just $120 million!

Though we cannot predict which companies will beat/miss analyst expectations by a few pennies, we can still determine which ones have minimal downside and plenty of upside. The AM Castles in this market are a-plenty, for those who are willing to search, analyze, and invest against the prevalent fear that persists in today's market.

Disclosure: Author has a long position in CAS

3 comments:

Sandesh said...

i am a student frm india and i am learning a lot about value investing by the way of reading ur blog.i am very grateful for that.
usually people dont talk much abt the balance sheet stuff like the pension liabilities, operating leases which are a way of hiding liabilities. i believe that the frachise value of the business is important but balance sheet cant be ignored for that matter. i have been reading a book called "hidden financial risk:understanding off-balance sheet liabilities".
Current bear market has once again made ppl realize that balance sheets are important.
keep blogging...its a learning tool for me

Saj Karsan said...

Hi Sandy,

I agree, the industry is mostly focused on earnings prospects, but ignores B/S strength/weakness which offers us some great opportunities.

Thanks for the kind words!

Anonymous said...

I hope they will keep focusing on earnings for a long time!