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Industrial Investment Ideas
#8
(03-26-2014, 12:54 PM)EricL Wrote: Don't forget their buyback program, they have $8B available under the program on a $33B market cap.

Pg 15 of the investor presentation.

If they do struggle in the next couple of years I wonder if they will be
willing to increase the payout ratio. Right now it looks like they want to keep it around 25 to 35%. Looks like the share repurchase is cyclical as well.
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Messages In This Thread
Industrial Investment Ideas - by EricL - 03-26-2014, 09:27 AM
RE: Industrial Investment Ideas - by EricL - 03-26-2014, 11:13 AM
RE: Industrial Investment Ideas - by Jason - 03-26-2014, 11:28 AM
RE: Industrial Investment Ideas - by EricL - 03-26-2014, 11:40 AM
RE: Industrial Investment Ideas - by Jason - 03-26-2014, 12:06 PM
RE: Industrial Investment Ideas - by EricL - 03-26-2014, 12:54 PM
RE: Industrial Investment Ideas - by Jason - 03-26-2014, 01:15 PM
RE: Industrial Investment Ideas - by rnsmth - 04-11-2014, 04:35 PM



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