Author Topic: AXTA - Axalta Coating Systems  (Read 8390 times)

sleepydragon

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Re: AXTA - Axalta Coating Systems
« Reply #10 on: February 02, 2016, 07:29:29 AM »
It seems most of her picks have these two features:
High roe
High debt

And most are spinoffs


CorpRaider

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Re: AXTA - Axalta Coating Systems
« Reply #11 on: February 02, 2016, 12:01:25 PM »
The Dupont comments were hilarious.  So Dupont's management team is now going to be running Dow assets as well?

Own The Rails

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Re: AXTA - Axalta Coating Systems
« Reply #12 on: February 02, 2016, 12:19:20 PM »
These are the stocks i found she has recomended before:

WYN
Psx
Hmhc
Gil
Gpk
Nvgs
Esl
Spb
Viab

She recommended psx long time ago, before Web start buying it. There's a video on youtube

Here's the video where she mentions PSX: http://www.cnbc.com/2013/09/19/stocks-dont-look-cheap-berkshire-director-meryl-witmer.html
Obviously has done very well since, even before Buffett started adding aggressively

Liberty

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"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast (new link)

globalfinancepartners

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Re: AXTA - Axalta Coating Systems
« Reply #14 on: August 10, 2018, 06:27:35 AM »
Berkshire bought a little more Axalta, currently over 10%

https://www.sec.gov/Archives/edgar/data/1067983/000119312518244995/d590416dsc13ga.htm

(previous disclosed holding was 23.324m shares)

alpha

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Re: AXTA - Axalta Coating Systems
« Reply #15 on: August 12, 2018, 04:48:24 PM »
Anyone see a real bull case for this company?

Latest guidance from q2 mentions 6% growth this year, and the margins seem to be under pressure both from increased input costs and competitive pricing.

There was a takeover offer last year from a Japanese firm which was rejected, is it a takeover target?

Spekulatius

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Re: AXTA - Axalta Coating Systems
« Reply #16 on: August 13, 2018, 04:12:31 AM »
Anyone see a real bull case for this company?

Latest guidance from q2 mentions 6% growth this year, and the margins seem to be under pressure both from increased input costs and competitive pricing.

There was a takeover offer last year from a Japanese firm which was rejected, is it a takeover target?

Yes, I believe the hope for a takeover is the main investment thesis here. High debt load and valuation is not exactly compelling st 12-13x EBITDA. Management is selling shares too.
To be a realist, one has to believe in miracles.

walkie518

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Re: AXTA - Axalta Coating Systems
« Reply #17 on: August 13, 2018, 11:01:35 AM »
does anyone know what would be more exciting to Charles Shaver than running AXTA?