Fund Gurus

General Cable Corp: A Quality Company In A Poor Macro Environment

The commodity sector and related businesses have been severely hit since the credit crisis as worries over slowing growth in China and anemic global growth hamper demand. The market priced in a large fall in demand for industrial products as commodity prices fell. While this has some justification, the market may be over suppressing valuations which presents interesting opportunities for the smaller companies. General Cable Company (NYSE:BGC) is engaged in the design, manufacture and distribution of copper, aluminum and fiber optic wire and cable products.

BGC was incorporated in 1927 after the merging of manufacturing facilities and several older companies. Now the company supplies fiber optic and cable products to a global customer base turning over $6bn in...

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