A.O. Smith (AOS-N) Stock Predictions - Stockchase
WATCH LIST
12
A.O. Smith (AOS-N)

ON STOCKCHASE SINCE Dec 2016

misc industrial products

A.O. Smith

AOS-N

11 watching          
Join the Discussion

A.O. Smith (AOS-N) SAVE Apr, 19, 2019, 7:43 am

56.49 0.49 (0.88%)

What the experts are saying about AOS-N



  • All
  • Filtered
Signal Opinion Expert
BUY
A.O. Smith(AOS-N) 

March 21, 2019

He likes it a lot. They are into water purification and air purification in NA and India and China. They are not making money in China but not losing.
misc industrial products
0 0 0 0 0
0 comments
He likes it a lot. They are into water purification and air purification in NA and India and China. They are not making money in China but not losing.
misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$52.850
Owned Owned
Yes

HOLD
A.O. Smith(AOS-N) 

December 7, 2018

The future is still bright, despite the current noise. Small caps are always volatile. A slowdown in U.S. housing and steel tariffs are headwinds. Nothing wrong with owning this; don't worry about the price fluctuations. Remember, it offers 20% dividend growth yearly. They're also in the water purification business which hasn't hit its bottom line yet.
misc industrial products
0 0 0 0 0
0 comments
The future is still bright, despite the current noise. Small caps are always volatile. A slowdown in U.S. housing and steel tariffs are headwinds. Nothing wrong with owning this; don't worry about the price fluctuations. Remember, it offers 20% dividend growth yearly. They're also in the water purification business which hasn't hit its bottom line yet.
misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$43.910
Owned Owned
Yes

PAST TOP PICK
A.O. Smith(AOS-N) 

November 2, 2018

(A Top Pick Oct 04/17, Down 20%) Steel tariffs hurt them hard. Profit is up 13% instead of 15% so the stock got crushed. Increased the dividend 28% earlier this year. Genreates a ton of free cash flow. Weak housing starts in the U.S. and China hurt them. But last week's earnings saw a pop. He will add more shares later.

misc industrial products
0 0 0 0 0
0 comments

(A Top Pick Oct 04/17, Down 20%) Steel tariffs hurt them hard. Profit is up 13% instead of 15% so the stock got crushed. Increased the dividend 28% earlier this year. Genreates a ton of free cash flow. Weak housing starts in the U.S. and China hurt them. But last week's earnings saw a pop. He will add more shares later.

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$48.090
Owned Owned
Yes

TOP PICK
A.O. Smith(AOS-N) 

October 12, 2018

Energy efficient, plus water heaters and purification in NA, China, India. Fear of China-US relations has hammered the stock. Small cap, trading at 15x earnings. Take a half position only. Yesterday announced 22% dividend increase. They’re going to be big as time goes by. Yield is 1.8%. (Analysts’ price target is $66.17)

misc industrial products
0 0 0 0 0
0 comments

Energy efficient, plus water heaters and purification in NA, China, India. Fear of China-US relations has hammered the stock. Small cap, trading at 15x earnings. Take a half position only. Yesterday announced 22% dividend increase. They’re going to be big as time goes by. Yield is 1.8%. (Analysts’ price target is $66.17)

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$47.760
Owned Owned
Yes

COMMENT
A.O. Smith(AOS-N) 

August 20, 2018

A North American water stock? For 70 years, people have been promoting water stocks as the resource of the future. There's nothing new here. AO Smith sells water treatment in the Chinese market, but generally it's difficult to find clean plays on clean water. Water is something that different companies do under various specialties.

misc industrial products
0 0 0 0 0
0 comments

A North American water stock? For 70 years, people have been promoting water stocks as the resource of the future. There's nothing new here. AO Smith sells water treatment in the Chinese market, but generally it's difficult to find clean plays on clean water. Water is something that different companies do under various specialties.

misc industrial products
0 0 0 0 0
0 comments
David Fingold

VP and Por, Dynamic Funds...

Price Price
$58.630
Owned Owned
Unknown

PARTIAL BUY
A.O. Smith(AOS-N) 

August 7, 2018

Water heaters, wastewater management, and water purification. In US, Canada, India, and China. Growing by 15%, generating a ton of cash. Dividend year over year increased by 29%. Over last 15 years, dividend’s increased by 45%. Stock struggling because of China tariffs. But lots of construction going on in the US, which will need their products. Growth starting to slow down, since they’re going from small cap to a mid cap. Buying half positions for clients now. Because they’re a small cap, a correction of any magnitude will hit them more.

misc industrial products
0 0 0 0 0
0 comments

Water heaters, wastewater management, and water purification. In US, Canada, India, and China. Growing by 15%, generating a ton of cash. Dividend year over year increased by 29%. Over last 15 years, dividend’s increased by 45%. Stock struggling because of China tariffs. But lots of construction going on in the US, which will need their products. Growth starting to slow down, since they’re going from small cap to a mid cap. Buying half positions for clients now. Because they’re a small cap, a correction of any magnitude will hit them more.

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$59.130
Owned Owned
Yes

COMMENT
A.O. Smith(AOS-N) 

April 10, 2018

They are the largest producer of water heaters in North America and they are the premium brand, and a leading supplier, of water treatment systems in China. There was a tremendous opportunity for buying this stock back when housing starts were low but he was concerned about growth in China and didn’t buy. That was a mistake. The company executed well. As a present investment, his concern is that they still make a lot of their money in China. He is reluctant to commit to the hypothesis that high growth will continue in China. It might, but it might not. Chinese industrial policy might make A.O. Smith vulnerable.

misc industrial products
0 0 0 0 0
0 comments

They are the largest producer of water heaters in North America and they are the premium brand, and a leading supplier, of water treatment systems in China. There was a tremendous opportunity for buying this stock back when housing starts were low but he was concerned about growth in China and didn’t buy. That was a mistake. The company executed well. As a present investment, his concern is that they still make a lot of their money in China. He is reluctant to commit to the hypothesis that high growth will continue in China. It might, but it might not. Chinese industrial policy might make A.O. Smith vulnerable.

misc industrial products
0 0 0 0 0
0 comments
David Fingold

VP and Por, Dynamic Funds...

Price Price
$64.490
Owned Owned
No

PAST TOP PICK
A.O. Smith(AOS-N) 

December 28, 2017

(A Top Pick Dec 15/16. Up 28%.) This is water heaters and water purification systems in the US, Canada, India and China. Their big growth has come from China where they were one of the 1st distributors. They are just starting with their water purification in India. There are opportunities to grow. In the US, they have water purification. He is continuing to buy this.

misc industrial products
0 0 0 0 0
0 comments

(A Top Pick Dec 15/16. Up 28%.) This is water heaters and water purification systems in the US, Canada, India and China. Their big growth has come from China where they were one of the 1st distributors. They are just starting with their water purification in India. There are opportunities to grow. In the US, they have water purification. He is continuing to buy this.

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$61.610
Owned Owned
Yes

PAST TOP PICK
A.O. Smith(AOS-N) 

October 4, 2017

(A Top Pick Dec 15/16. Up 26.22%.) Makes water heaters in Canada and the US as well as India and China. They’ve also been buying water purification and water softener companies, mostly for India and China. About to close in on $1 billion in sales in China, where the middle-class are buying their first water heater ever, and that is where the growth is coming from. In India, the government has added a GST to generate more revenue and get rid of the red tape, which should start to spur the middle-class for more spending power.

misc industrial products
0 0 0 0 0
0 comments

(A Top Pick Dec 15/16. Up 26.22%.) Makes water heaters in Canada and the US as well as India and China. They’ve also been buying water purification and water softener companies, mostly for India and China. About to close in on $1 billion in sales in China, where the middle-class are buying their first water heater ever, and that is where the growth is coming from. In India, the government has added a GST to generate more revenue and get rid of the red tape, which should start to spur the middle-class for more spending power.

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$60.860
Owned Owned
Yes

TOP PICK
A.O. Smith(AOS-N) 

October 4, 2017

This was bought on the idea of water efficiency moving forward, given global warning. Recommends half positions for the Top Picks, which is what he does for new clients. He likes the growth that is coming down the pipe for them. They have split their shares a couple of times since he has owned it. Dividend yield of 0.9%. (Analysts’ price target is $60.)

misc industrial products
0 0 0 0 0
0 comments

This was bought on the idea of water efficiency moving forward, given global warning. Recommends half positions for the Top Picks, which is what he does for new clients. He likes the growth that is coming down the pipe for them. They have split their shares a couple of times since he has owned it. Dividend yield of 0.9%. (Analysts’ price target is $60.)

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$60.860
Owned Owned
Yes

BUY on WEAKNESS
A.O. Smith(AOS-N) 

January 17, 2017

A classic meat and potatoes company, and a wonderful long term hold. They have some great niches, including their traditional boiler business. Have branched out overseas, giving them great long-term growth potential. He is a bit cautious on industrials right now. They, along with energy and financials, have really rocketed post the election on hopes of a better economy. If he saw a significant pullback in this quality company, he would be looking to take positions at that time.

misc industrial products
0 0 0 0 0
0 comments

A classic meat and potatoes company, and a wonderful long term hold. They have some great niches, including their traditional boiler business. Have branched out overseas, giving them great long-term growth potential. He is a bit cautious on industrials right now. They, along with energy and financials, have really rocketed post the election on hopes of a better economy. If he saw a significant pullback in this quality company, he would be looking to take positions at that time.

misc industrial products
0 0 0 0 0
0 comments
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$47.590
Owned Owned
Unknown

TOP PICK
A.O. Smith(AOS-N) 

December 15, 2016

Manufactures water heaters and water purification. Rather than resources like oil, gas and gold, he is more interested in water. Water purification is new in the US. They have been doing it in India and China for a number of years, and that is where their growth has been coming from. If they can repatriate the capital back to the US, it will bode well for this company. Dividend yield of 0.99%. (Analysts’ price target is $51.50.)

misc industrial products
0 0 0 0 0
0 comments

Manufactures water heaters and water purification. Rather than resources like oil, gas and gold, he is more interested in water. Water purification is new in the US. They have been doing it in India and China for a number of years, and that is where their growth has been coming from. If they can repatriate the capital back to the US, it will bode well for this company. Dividend yield of 0.99%. (Analysts’ price target is $51.50.)

misc industrial products
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$47.890
Owned Owned
Yes

Showing 1 to 12 of 12 entries
Successfully Saved Company
Successfully Saved Company
4+
JOIN THE DISCUSSION
4 comments in the last 7 days