12-11-2014, 06:44 PM
Dan, I did a quick scan of the stats on the CCC list and Yahoo summary & stats. I was wondering why I missed this in my monthly David Fish readings and then noticed the 1% yield. 
It keeps getting screened out.
Debt reasonable, nice current ratio, analysts expect double digit growth for the next few years, dividend growth rate in the teens for the 1/3/5 year periods, low payout ratio. I liked the product mix and geographic diversity as well. Looks somewhat like ITW without the name recognition. I think you did well here.
Wouldn't work so well for an old fart like me but I'm going to keep an eye on it during the next downturn. Maybe I can snag some at a higher yield point.
It keeps getting screened out.Debt reasonable, nice current ratio, analysts expect double digit growth for the next few years, dividend growth rate in the teens for the 1/3/5 year periods, low payout ratio. I liked the product mix and geographic diversity as well. Looks somewhat like ITW without the name recognition. I think you did well here.
Wouldn't work so well for an old fart like me but I'm going to keep an eye on it during the next downturn. Maybe I can snag some at a higher yield point.