Ball Corp

  • Why This Consulting Firm Merits the Investors’ Spotlight

    By Arturo Cuevas - August 13, 2013 | Tickers: BLL, FCX, STN

    Stantec (NYSE: STN) is an equity that many investors are wont to overlook. It can be rightly said that as a professional consulting company, it is a behind-the-scenes operator whose business gains can oftentimes be overshadowed by the fortunes it helps create for its clients. Nevertheless, this company too got what it takes to deserve the investors’ spotlight.

    The wide diversity in its competencies is one of the major sources more »

  • Packaging Industry Investment Options

    By Awais Iqbal - July 30, 2013 | Tickers: ATR, BLL, BMS

    The recovery from the financial meltdown of 2008 is paving the way for growth in many different industries. The global packaging industry was a $ 633.7 billion market in 2009. With an increase in demand for packaging products from other industries, it is forecast that the market will grow to a whopping $ 739.9 billion through 2014. This means that the industry is expecting growth of up to 3.1 more »

  • Packaging Industry Investment Options

    By Awais Iqbal - July 23, 2013 | Tickers: ATR, BLL, BMS

    The recovery from the financial meltdown of 2008 is paving way for growth in many different industries. The global packaging industry was a US$ 633.7 billion market in 2009. With increase in demand for packaging products from other industries, it is forecasted that the market would grow to a whopping US$ 739.9 billion through 2014. This means that the industry is expecting growth of up to 3.1 more »

  • Is this Aluminum Play Bullish Despite the Metal Glut?

    By Arturo Cuevas - July 12, 2013 | Tickers: BLL, CSTM, RIO, BA

    Investors are generally bearish on aluminum due to the lingering market glut of the metal and its depressed prices. Nevertheless, there are some aluminum-related equities which still look worthy, one of which is Constellium (NYSE: CSTM).

    An aluminum fabricated products manufacturer based in the Netherlands, this company’s IPO was met with lackluster reactions this May. Could it be a spillover of the negative sentiments that mining and aluminum have more »

  • 3 Packaging Companies You’ve Never Heard Of

    By Madhukar Dubey - July 9, 2013 | Tickers: BLL, CCK, RKT

    Global packaging industry revenue is expected to rise to $739.9 billion in 2014 at an average annual growth rate of 3.1% from the last five years. Growth in this industry is driven by rising demands from manufacturing and retail sectors.

    I have analyzed three packaging companies, which entered the Fortune 500 list of largest corporations of the U.S. last year. These companies have implemented certain strategies which more »

  • Can This Industrial Company Deliver 50% Again This Year?

    By Lee Samaha - January 16, 2013 | Tickers: AA, BLL, MSM, PPG, SHW

    Earnings season is just getting started but we are already seeing some patterns emerging in the industrial sector. Paint and coatings company PPG Industries (NYSE: PPG) gave results that defied the recent gloom over an industrial slowdown in the last quarter expressed by others. The stock has had a stellar run and any technical analysts out there would no doubt be in love with it right now. However, it’s more »

  • What Alcoa's Outlook Means for the Market

    By Lee Samaha - January 9, 2013 | Tickers: AA, BLL, GE, BA, WHR

    The symbolic start to earnings season occurred yesterday when Alcoa (NYSE: AA) gave its Q4 earnings report. In summary it was a positive report for Alcoa in terms of its efforts to get back to cash flow generation but a slightly disappointing one for growth outlook in the Western world. Alcoa appears to be pinning its colors to the Chinese mast. In this article I will round up what Alcoa more »

  • 3 Stocks Any Growth Investor Should Consider

    By Federico Zaldua - November 14, 2012 | Tickers: BLL, N, PETM

    I think it is important to consider stocks that prominent value investors recently added to their portfolios. I like to follow great stocks that top hedge funds bought in recent quarters and buy/sell them at proper technical entry points. I explained in one of the blog posts in Warren Trades that top value managers have more resources and information for analyzing companies than any individual investor has. Hedge funds more »

  • Why Campbell Soup's Problems Could Be Good News For Valspar

    By Eric Novinson - October 8, 2012 | Tickers: BLL, CPB, VAL, WFM

    Campbell Soup (NYSE: CPB) hasn't been selling as much soup as usual recently, but the coatings manufacturer Valspar (NYSE: VAL) may have a solution for Campbell and other soup makers on the way. Bisphenol A (BPA) in metal can linings could be scaring off grocery shoppers and causing weak soup sales. If so, soup companies will need another FDA-approved way to protect metal cans from acidic liquids. Conveniently enough more »

  • Euro Zone Maneuvers Seeking Stability

    By Steve Van - September 12, 2012 | Tickers: BLL, CCK, MKC

    Last Thursday, equity markets in the United States rallied 2% on Mario Draghi's commitment to unlimited purchases of bonds to lower borrowing costs for the region’s struggling economies. This news was also cheered by the world’s markets as evidence that the ECB will be able to produce much desired stability in the euro zone and its currency, the euro. However, the announcement conflicts with the position of more »

  • Packaging Profits

    By Michael Russell - July 31, 2012 | Tickers: BLL, CCK, OI

    One of the largest shareholders in Owens-Illinois (NYSE: OI) is the well-known fund of value investor Alexander Roepers, Atlantic Investment Management. Roepers is known for his savvy investments in mid-cap industrials and Owens-Illinois is his largest investment. The valuation certainly seems attractive, Owens-Illinois is trading at a trailing multiple of 9x (excluding extraordinary items). However, investors are generally wary of the sector. Owens-Illinois is the largest glass packaging company in more »

  • How Alcoa's Results Read Across the Market

    By Lee Samaha - July 13, 2012 | Tickers: AA, BLL, KO, F, BA

    The symbolic start to the earnings season kicked off as usual with Alcoa (NYSE: AA) giving results. Investors will be pouring over the numbers and outlook in order to discern where the economy is headed. Whilst it’s easy to pour scorn on the idea that one company can set the tone for a whole economy, Alcoa does give very useful and detailed commentary on its end markets. In addition more »

  • A Company That Can Sell During a Recession

    By Eric Novinson - June 8, 2012 | Tickers: BLL, CPB, SLGN

    Whether a shopper wants to buy a can of premium soup or cheaper store brand soup, the can company still makes a sale. Silgan Holdings (NASDAQ: SLGN) makes cans that store food for many major food companies throughout the world, and its list of customers includes many names that shoppers recognize at the supermarket, such as Campbell Soup (NYSE: CPB). Like the food companies themselves, Silgan has some protection from more »

  • Five Sectors Benefiting From Lower Commodity Costs

    By Lee Samaha - June 6, 2012 | Tickers: BLL, CL, GIS, TGT, UPS

    The downgrades to China’s growth expectations have hit commodities hard and I think this is creating potential for some upside surprise to certain sectors in the developed world. The good news is that analysts rarely make big macro calls in their estimates, so I think there is a good possibility that their forecasts will prove too low.

    It’s time to have a look at some stocks that could more »

  • Ball Following a Bumpy Path to Emerging Market Success

    By Steve Van - May 10, 2012 | Tickers: BLL, CCK, REXMY

    Ball Corporation (NYSE: BLL) is a worldwide leader in the mature, slow growth beverage can market that is dominated by an oligopoly that also includes Crown Holdings Inc. (NYSE: CCK) and Rexam Plc. (NASDAQOTH: REXMY).  About 60% of the total worldwide sales and nearly all of the European and North & South American supply of beverage cans are sold by one of these three.  Silgan Holdings Inc, which manufacturers food and more »

  • What Alcoa's Outlook Means for the Market

    By Lee Samaha - April 12, 2012 | Tickers: AA, BLL, BEAV, CAT, GE | Editor's Choice

    Alcoa (NYSE: AA) kicked off the main body of the earnings season and, investors poured over its results to try and garner an indication of where the economy is headed.

    With regards to the earnings, the revenue numbers were surprisingly strong given that aluminum pricing has been weak recently. Management sounded bullish on the conference call, even though others in the industry have been making more cautious statements recently.

    Alcoa more »

  • King of the Can: Is it Time to Buy Ball Corp.?

    By Christopher French - February 20, 2012 | Tickers: BLL, CCK, SLGN

    The beverage can industry is dominated worldwide by an oligopoly that includes Ball Corp. (NYSE: BLL), Crown Holdings (NYSE: CCK) and Rexam Plc. (REXMY.PK).  About 60% of the total worldwide sales of beverage cans are sold by one of these three companies and they control virtually all of the market share in the developed regions of North America and Europe.  A fourth player in the field is Silgan Holdings more »

  • Is This Opportunity as Clear as Glass?

    By Tom Gibbs - January 2, 2012 | Tickers: BUD, BLL, CCK, OI, SLGN

    On the surface, century old glass making legend Owens-Illinois (NYSE: OI) appears to be a rather dull find – it operates in a mature industry with seemingly minimal future growth, it produces an unexciting product with underappreciated consumer value, and it has large legacy costs and a huge asbestos liability dating back to an operating segment the company owned nearly 60 years ago. 

    It is this lack of investor attention, due more »