Timken TKR

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    1. Holding Steady on Our Post-Spin-Off Fair Value Estimate for Timken After 2Q Results

      Commentary

      Thu, 31 Jul 2014

      per share fair value estimate for Timken and its no-moat rating after the release ..... firm’s second-quarter results. Timken ’s sales were essentially flat compared ..... improve its competitive positioning, Timken announced an initiative to accelerate

    2. Slightly Adjusting Timken Fair Value Estimate for Additional Information After Steel Spin-Off

      Commentary

      Thu, 10 Jul 2014

      We're adjusting our fair value estimate for Timken to $47 per share from $48 following additional company ..... accordingly. We're keeping our no-moat rating for Timken , but note that the company's overall competitive positioning

    3. Adjusting Our Timken Fair Value Estimate for the Steel Spin-Off

      Commentary

      Tue, 1 Jul 2014

      re adjusting our fair value estimate for Timken to $48 per share from $60 following the ..... We’re keeping our no-moat rating for Timken . The bearings market is highly competitive, and Timken often sees pricing pressure from both domestic

    4. Timken's Steel Business Rebounds in 1Q; Raising our Fair Value to $60

      Commentary

      Thu, 24 Apr 2014

      environment, we don't believe Timken can, on a companywide basis ..... peaks reached in 2011 and 2012. Timken is on target to split its bearings ..... the bearings company keeping the Timken name and ticker ( TKR ) and the steel company incorporating

    5. Timken Has Performed Reasonably Well Despite Sluggish Demand; Raising Our Fair Value Estimate to $56

      Commentary

      Fri, 31 Jan 2014

      as recently as 2011. We think Timken 's position as a less specialized ..... more susceptible to erosion. Timken is on target to split its bearings ..... the bearings company keeping the Timken name and ticker ( TKR ) and the steel company incorporating

    6. Timken Continues to Deal With Demand Headwinds; Marginally Lowering Our Fair Value Estimate

      Commentary

      Thu, 24 Oct 2013

      lowering our fair value estimate for Timken to $54 per share from $56 to account ..... outlook. In the face of weak demand, Timken will look to rationalize capacity ..... operating leverage in its business, Timken 's profitability suffered from lower

    7. Timken Announces a Split of Its Bearings and Steel Businesses

      Commentary

      Fri, 6 Sep 2013

      On Thursday, Timken announced that it will split its bearings ..... transmission business will continue to bear the Timken moniker with estimated annual sales of ..... anticipate a change to our no moat rating for Timken (or the new steel company) post split

    8. Timken to spin off steel business

      Headlines

      Thu, 5 Sep 2013

      Sept 5 (Reuters) - Timken Co said its board approved a plan to spin off the company's steel business from its bearings and power transmission business.

    9. Pride: In the Name of the US Manufacturing/Energy Renaissance

      Headlines

      Wed, 26 Jun 2013

      Maserati Samsung Exxon Toyota Michelin Lenovo Honda Smith Electric Otis Elevator Kia GM Stanley Furniture Intel Rolls-Royce Timken Whirlpool Starbucks Master Lock Huntsman Dow Chemical Google Reshoring In addition to BCG, The Hackett Group has done

    10. Timken Will Evaluate Plan to Split Up the Bearings and Steel Businesses

      Commentary

      Mon, 10 Jun 2013

      approval by shareholders last month, Timken TKR announced that it has formed a committee ..... change to our no-moat rating for Timken if the company were to split. The ..... market is highly competitive, and Timken often sees pricing pressure from

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