Silgan Holdings, Inc.
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 »
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 »
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 »