1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (6821) 

Baron Funds Comments on CARBO Ceramics

May 24, 2012 | About:

From Baron Funds first quarter letter: CARBO Ceramics, Inc. (NYSE:CRR) is the leading supplier of ceramic proppant used in hydraulic fracturing. CARBO's share price was volatile in the quarter and has suffered since the company announced lower fourth-quarter earnings. The company warned that a rapid rotation from gas to oil drilling in the U.S. was leading to significant logistics and cost challenges. The shares partially recovered as it became clear that its challenges are related to logistics rather than end-market demand or competition. However, it will be several quarters before these concerns dissipate, at which time we believe CARBO shares will begin to perform well once again. (Jamie Stone)


Rating: 2.8/5 (5 votes)

Comments

Please leave your comment:


GuruFocus has detected 5 Warning Signs with Carbo Ceramics Inc $CRR.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


Hendrixlp70Peter Lynch
donkyfaceNew 2017
TFC$1P/FCF EV/EBIT
Bear03Low B/S w Fscore>=5, CurR 1.2
Bear03Fundamental w/Value
Bear03Book Growth/Moderate PE/Good S
CortlandPeter Lynch l
sarahgolliheroptions
pbarker46PEG
evseanLow Value Stock II
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK