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6 U.S.-Based Picks for the Global Economy
Mar 26, 2008 07:03 PM UTC

Edward J. Roche (Seeking Alpha)

Return	Risk
-57.16%	MID

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Profile & Performance

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Symbol	Sentiment	Start	Return	Closed
HSC		03/26/08	-65.18%	--
WW		03/26/08	n/a	--
JLL		03/26/08	-9.13%	--
TRMA		03/26/08	-97.17%	--
WGOV		03/26/08	n/a	--

"The US slow down along with the lower dollar will take away some sales from ex-US companies with large markets in the US. For US based companies with markets outside the US, the low dollar represents an opportunity There is also a large and growing amount of worldwide trade that does not directly involve the US. For example imports from China to Europe increased from 75 billion Euros in 2000 to over 195 billion Euros in 2006."

"My long term investment preference is for smaller companies that have the opportunity for large future growth. I have been finding a number of great US based companies with market caps under $5 billion that have a large and growing proportion of revenues from outside the US. These companies are finding the markets, developing products and services for those markets, and they are navigating the regulatory and cultural issues to succeed outside the US. Here is a list of some of these dynamos:"

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Zacks.com :

-97.17%
risk: moderate

TRMA

Strong Q4 Results for Trico Marine

3/12 - "Trico Marine Services, Inc. (TRMA) has been the benefactor of strong international growth and very favorable international tax regulations, both of which contributed to the company's very strong fourth quarter and full-year results, reported on Feb 19...Income for the quarter totaled $30.7 million on revenue of $65 million, producing earnings of $2.08 per share, well ahead of analyst es...

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Kevin Kirkeby (Standard & Poor's):

-65.42%
risk: moderate

HSC

Harsco: Putting the Pieces in Place

3/24 - "We believe this provider of industrial services and products to mostly the steel, energy and infrastructure markets is well positioned to benefit from long-term capital spending trends around the globe in these industries. About 66% of Harsco’s revenue was generated outside of the United States and Canada in 2007. We see considerable opportunity for the company to add to its services of...

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Brand Sakakeeny (Deutsche Bank):

+0.00%
risk: moderate

Great Quarter for WW on Solid Demand, Maintain Buy

2/7 - "WW recorded another great Q, w/ revs of $447M beating us by $25M. The Q’s 22% YoY growth is the highest recorded by our model, as recent European acquisitions contributed to topline, and organic growth (in cc) remained impressive at 9% YoY. EBITDA was $12.4M above our est., w/ 17.4% margin beating us by 190bp. EPS of $0.82, beat us by $0.13." "As was evidenced in its FY2Q08 results, w...

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