Crown Holdings, Inc.

  • 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 »

  • Barclays Is Optimistic About Paper and Packaging

    By Zain Abbas - May 27, 2013 | Tickers: CCK, RKT, SEE

    Wall Street has recently turned extremely bullish on the paper and packaging industry. This has happened for three primary reasons:

    1.) Recent price hikes in the containerboard segment, which clearly invite improvements in margins. Prices have gone up as a response to high capacity utilization and low inventory levels. 

    2.) There is an increased trend toward returning cash to shareholders in the packaging segment. 

    3.) Emerging market expansion plans among more »

  • 3 Stocks to Buy on Improving Industrial Sector

    By Zain Abbas - May 15, 2013 | Tickers: CCK, MTW, MTZ

    On a relative scale, the industrial sector has not been performing well on a year-to-date basis. This is in contrast to what the market had expected especially after an improving housing market and growth in developing economies. However, the good news is that the industrial goods sector has been on a tear since the last week after China reported solid growth figures.

    The following graph shows that:

    The question arises more »

  • My M&A Watch List

    By Federico Zaldua - December 7, 2012 | Tickers: CG, CCK, CYT, DD, KKR

    I am of the opinion that there are two factors that give sizable value to non-controlling equity positions: dividend yields and good prospects of an M&A deal. That said, I like to look for good companies with either great sustainable dividends or with the characteristics that would attract a potential buyer. Good market positioning, low leverage, and high free cash flow generation are usually very relevant to attract a more »

  • 5 Stocks Loved By Osterweis Capital

    By Meena Krishnamsetty - September 25, 2012 | Tickers: Y, AWK, CNK, CCK, KMI

    Editor's Note: The original article referred to Crown Holdings as a Pay-Per-View TV company. Crown Holdings is a packaging and canning manufacturer. This version has been corrected.

    John Osterweis graduated from Bowdoin College with a B.A. in Philosophy, and then with an M.B.A. in Finance from Stanford University in 1969. After graduating from business school, John served as a senior analyst concentrating on forest products and 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 »

  • 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 »

  • 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 »