Balchem Corp

BCPC-Q

Analysis and Opinions about BCPC-Q

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
March 21, 2019
A good entry point is mid-80s. They make vitamin B-12. They manufacturing capacity for fragrances and flavors. Tiny company so only get half position. Good allocator of capital.
Show full opinionHide full opinion
Balchem Corp (BCPC-Q)
March 21, 2019
A good entry point is mid-80s. They make vitamin B-12. They manufacturing capacity for fragrances and flavors. Tiny company so only get half position. Good allocator of capital.
PAST TOP PICK
PAST TOP PICK
May 20, 2014

(BNN had the date as Nov 28/13, but I show Nov 8/13.) (A Top Pick Nov 8/13. Down 9.15%.) Made an acquisition that is going to be accretive to their earnings and the stock shot up to $67, but that was because it hit 1.5 billion in market and all the ETFs had to pile in. It has settled back down again. Make choline chloride, a vitamin B supplement, which goes into our drinks and also helps increase yield for dairy cows. Also used for fracing in the oil/gas industry.

Show full opinionHide full opinion

(BNN had the date as Nov 28/13, but I show Nov 8/13.) (A Top Pick Nov 8/13. Down 9.15%.) Made an acquisition that is going to be accretive to their earnings and the stock shot up to $67, but that was because it hit 1.5 billion in market and all the ETFs had to pile in. It has settled back down again. Make choline chloride, a vitamin B supplement, which goes into our drinks and also helps increase yield for dairy cows. Also used for fracing in the oil/gas industry.

TOP PICK
TOP PICK
November 8, 2013

(He recommends you take a half position only because these Top Picks are trading at multiples that are higher than average, but are still attractive as long-term investments.) A specialties chemical firm. Make choline chloride, which goes into feedstock for cattle and chickens. Also, chemicals for foodstuffs, as well as improving milk content in dairy cows. Free cash flow has consistently risen for the last decade. Dividends have been growing at a 20% clip. Yield is very small so he has been buying it for his clients’ grandchildren. This is one you can buy and hold for a long period of time.

Show full opinionHide full opinion
Balchem Corp (BCPC-Q)
November 8, 2013

(He recommends you take a half position only because these Top Picks are trading at multiples that are higher than average, but are still attractive as long-term investments.) A specialties chemical firm. Make choline chloride, which goes into feedstock for cattle and chickens. Also, chemicals for foodstuffs, as well as improving milk content in dairy cows. Free cash flow has consistently risen for the last decade. Dividends have been growing at a 20% clip. Yield is very small so he has been buying it for his clients’ grandchildren. This is one you can buy and hold for a long period of time.

Showing 1 to 3 of 3 entries
  • «
  • 1
  • »