Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Titan International Deflates After Disappointing Results

The CEO of Titan International (NYSE:TWI) is hardly a wallflower, and that makes for the occasional interesting headline or entertaining press release. But whatever the entertainment value, Wall Street is a brutally results-oriented place and Titan's fourth quarter earnings didn't pass muster.

While investors have reason to be concerned about the extent to which a weak global construction market and a "weak everything" market in Europe will hurt results over the next year or two, and what the company's long-term free cash flow generation will look like, this pullback could be an opportunity to add shares of an increasingly global off-highway wheel and tire business.

A Pretty Bad End To The Year

Management may be right that 2012...

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