Opinions
David Driscoll
Alfa Laval AB
ALFVY-OTC
TOP PICK
Feb 04, 2022
Believes company is good bet for investors looking for carbon removal technology.
Drop in stock price has created a good opportunity to buy.
Company generates a lot of free cash flow.
N/A
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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Industries such as marine and food. Provides ways to be more efficient and less polluting. ROIC is 15%, WACC is 9%, leaving lots of FCF. As dividends grow, share price will follow. Swedish company, but does business all around the world. (Price in Swedish krona.) Yield is 2.05%, growing at 12% a year.
(Analysts’ price target is $433.15)
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