Sleep Well at Night
ResMed (RMD) can help you sleep well at night, but with slow profit growth and a P/E of 20 don’t expect RMD to go up much.
Conservative Stocks
I Don’t See the Value
With the market getting hammered, AutoZone (AZO) has been a top recommendation of brokerages. But I just don’t see a real value.
Everything You Want
Visa (V) is everything you want in a stock: a stable growing business with consistent profit growth, a dividend, stock buybacks and safety.
A Healthy Lifestyle
CVS (CVS) is promoting a healthy lifestyle, while expanding its drug distribution business through acquisitions, and the stock is a good selection for conservative investors.
Supplier for the Gasses
Airgas (ARG) is the nations leading supplier of gasses, but ARG is being held back by low oil and a strong dollar.
Ecolab (ECL) is a Worldwide Leader in Cleaning Chemicals
Ecolab (ECL) makes chemicals used for cleaning, and has a clean set of financials. But weakness in the oil sector and the strong dollar are hurting ECL.
Conservative Growth
Investors looking for conservative double-digit returns should take a look at Express Scripts (ESRX), but growth investors might want faster growth.
A Little Banged Up
Stericycle (SRCL) delivers double-digit profit growth year-after-year. But SRCL’s price is high.
Stryker is Overdelivering
Stryker (SYK) isn’t the 20% grower like it used to be — not even close. So why is the stock up around 25% in the last year and sporting a 20 P/E ratio? It’s overdelivering.
C.R. Bard Breaks Out
Medical device maker C.R. Bard (BCR) broke out to new highs after it beat the street, amazing that it could do so with the strong dollar. But at 22x earnings this 11% grower is fairly valued right now.
A Rare Find
Bexton, Dickinson (BDX) is a rare find, a conservative stock that’s experiencing 20% profit growth and sells for less than 20x earnings.
Foreign Exchange Issues
3M (MMM) has top-notch safety and a fat dividend, but has 60% of sales outside the US and foreign exchange is hurting profits this year.