Opinions
David Driscoll
Alfa Laval AB
ALFVY-OTC
TOP PICK
Jun 21, 2019
Engineering company making heavy equipment in energy, food, and marine. About 15x earnings, and in EM. So if US dollar starts to fall, EM economy should pick up. Dividend growing 10% a year. Good management. (Analysts’ price target is $229.06)
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Stock price when the opinion was issued
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Continuously growing free cashflow, free cashflow equals net income so you get a cash conversion rate of 100%. Other companies don't meet this criterion. 13% organic growth on revenues, huge. Putting lots of money into R&D to achieve better ESG compliance. Very little debt, lots of free cashflow. Dividend growth around 10% range.
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