Stockchase Opinions

Darren Sissons Air Products & Chemicals Inc. APD-N TOP PICK Jun 01, 2012

Lot of recurring revenue tied to industrial production in US. Sitting on a war-chest full of cash.
$76.880

Stock price when the opinion was issued

chemicals
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

PAST TOP PICK

(A To Pick April 12/13. Down 4.07%.) Have long-term (20-30 years) contracts of a heavy recurring nature. Exposed to China, Brazil and Latin American markets. Effectively a play on industrial production. 20-30 year contracts. Has raised its dividend consecutively for a significant period of time. Still a Buy.

PAST TOP PICK

(Top Pick Apr 12/12, Down 4.22%)

PAST TOP PICK

(A Top Pick April 12/12. Down 1.26%.) Provide industrial gases for oil cracking, welding, etc. Industrial production is fairly weak at the moment. Has 30 years of dividend increases.

PAST TOP PICK

(Top Pick Jun 1/12, Up 25.91%)

TOP PICK

An industrial gas company. There are 4 global competitors and this one is more US centric. A serial dividend increaser that has done it for a substantial period of time. It will benefit from the price of shale gas in the US. Good, long-term story.

PAST TOP PICK

(Top Pick Dec 05/13, Up 36.72%) He likes this longer term. Great balance sheet.

PAST TOP PICK

(A Top Pick Dec 5/13. Up 41.5%.) Continues to increase its dividend year after year. It has had 4 consecutive quarters of no dividend increases, so probably in the next quarter it increases. Some of the gain since 2012 was a catch-up because they had a fouled-up acquisition with (?). Likes this longer-term. Dividend yield of 2%.

BUY
A bit of a choppy stock - in a trading range. He has it for stability and yield. They have a low payout ratio. It's a good business
BUY
Lots of demand for industrial gases and long-term projects still on the books.
premium

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Air products touches the lives of consumers around the globe in positive ways every day. with more than 20,000 employees and operations in over 50 countries, we serve customers across a wide range of industries from food and beverage, health and personal care to energy, transportation and semiconductors. we supply a unique portfolio of atmospheric gases, process and specialty gases, performance materials, equipment and services. founded in 1940, air products has built a reputation for its innovative culture, operational excellence and commitment to safety and the environment. our aim is to develop lasting relationships with our customers and communities based on human qualities: understanding their needs, doing business with integrity and honesty, and demonstrating a passion for exceeding expectations. for more information, visit http://www.airproducts.com. Social media mentions are up 300% in the past 24h.