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NYSE:AOS

64.06
0.36 (0.56%) 1d
0
Showing 1 to 15 of 22 entries
HOLD
Fundamentals are still good. Positive organic growth from US water purification business. Increase in residential water heaters in US. Flattened losses in China and India. Trading at 24x earnings, not that bad in today's market. Dividend has continued to grow. They'll be part of any breakout in the economy.
misc industrial products
BUY
Water boilers and filtration technology. Increasing penetration into India, and this will be the catalyst. Grows free cash flow by about 12% per year. Dividend has grown by about 22% over the last 5 years.
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BUY
You have to think not only about their water purification in India and China. They sold off inventories within China so they could sell upscaled equipment that are energy efficient. Their North American side of the business is also not to be neglected. Their sales here are 50% of the business with water purification, water heaters and air purification. In India, they are building revenue and will start making profit there too. The dividend continues to grow above average, and earnings for next year are between 2.40 -2.50 a share which is 20x earnings. If it goes down $5, he would be interested in adding to a position.
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HOLD
A water and air purification as well as water-heater seller. There were issues with China but India is a bigger growth opportunity. They raised dividends by 12% and the business will continue to build out. Even without China, the return on invested capital is 28%. Water purification is a secular trend. In US, the demand is still there.
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PAST TOP PICK
(A Top Pick Oct 12/18, Up 2%) They have come back to levels before the China war. China is only 1/3 of the business' revenue. They also have business in India and US for water purification, heating, and others. This company continues to be working in the water purification sector. They raised dividends by 9%. This will depend on how the US-China trade war wraps up.
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WATCH

The predominant manufacturer of water heaters in North America. A business that is relatively stable, with replacements and new housing starts. They also have exposure to China, where they are a major supplier. The growth has been good in China, but he does not know what the future is there as China has built empty cities. Only when the buildings are occupied do their products get purchased there.

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PAST TOP PICK
(A Top Pick Oct 12/18, Down 8%) Problem with slowdown in China where 35% of their revenue comes from. The demand is not growing at the same pace as before. Indian air and water purification business revenue is up 30% and this is their next move.
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PARTIAL BUY
China sales make up 1/3 of sales. Shortsellers have targeted it. Company says shortseller's information is not true or fair. Starting water treatment business in India. Next year will be sluggish. Plenty of cash available, and they'll buy back shares. Once China gets straightened out, they'll be fine. Could buy a half position today. Yield is about 4.5%.
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HOLD
Good company. Manufacturing facilities in China, and also sell in China, which is different from US companies. Stock's down because caught up in trade wars. Still good to hold. Dividend growth fantastic. Over 5 years, average is 25% dividend growth per year.
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SELL
They sell water and gas heaters to the US residential market, but their expansion into China has caused pain with a big drop in Q1 revenues. They're very good managers in a niche market. Trades at 20x earnings, but growth has really softened. Share price is too high. The downside will come from weakening US home sales. Other headwinds: China tariffs. He'd exit here.
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BUY
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.
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HOLD
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.
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PAST TOP PICK

(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.

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TOP PICK

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)

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COMMENT

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
Showing 1 to 15 of 22 entries

A.O. Smith(AOS-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for A.O. Smith is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

A.O. Smith(AOS-N) Frequently Asked Questions

What is A.O. Smith stock symbol?

A.O. Smith is a American stock, trading under the symbol AOS-N on the New York Stock Exchange (AOS). It is usually referred to as NYSE:AOS or AOS-N

Is A.O. Smith a buy or a sell?

In the last year, 2 stock analysts published opinions about AOS-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for A.O. Smith.

Is A.O. Smith a good investment or a top pick?

A.O. Smith was recommended as a Top Pick by on . Read the latest stock experts ratings for A.O. Smith.

Why is A.O. Smith stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is A.O. Smith worth watching?

2 stock analysts on Stockchase covered A.O. Smith In the last year. It is a trending stock that is worth watching.

What is A.O. Smith stock price?

On 2021-09-24, A.O. Smith (AOS-N) stock closed at a price of $64.06.