AAON, Inc. (NASDAQ:AAON)

Air cooling units and similiar types of equipment will be needed with warmer weather coming.

sales increased to 64.9m compared to 59.9m due to warmer weather - income from operation increased 1.5m pr 24% to 7.6 compared to last yr -cash bal $ 3.2 m - no debt

Overvalued.

Air Conditioning will boom as old infrastructure and buildings need to be replaced in the emerging economy.

Is this the best run company in the U.S.?

AAON is not just a domestic story. They sell AC unit to Wal-Mart, a company making moves to infiltrate the Chinese market. AAON's products will move with them and an ascendant China will fall in love with air-conditioning just like America.

Strong financials

These guys are masters at providing specifiable solutions to building HVAC challenges. As the commercial new construction market recovers, and I think it will soon, AAON will be in the mix.

This company sells air-conditioning and heating equipment in N. America. It has a very attractive valuation (P/E~12, P/S~1.4, P/B~3) in the current environment. It is on a growth trajectory as PEG = 0.9. Its balance sheet is clean as it has seen no loss in the past 3 years. It pays a dividend yield of 1.8% with a payout ratio of 21%. Additionally its return on equity is a solid 26%. It has no debt with a current ratio of 2.6. There is something intriguing about its price change since March 2009. It hasn't seen much which is puzzling. It appears that this company is languishing in obscurity even though the insider ownership is a whopping 27%.

good small cap that is increasing EPS and paying a dividend

This account tracks the less exciting stocks from my watch list - companies that are easy to understand with clean balance sheets and good track records in relatively straight-forward industries.

Safe haven.(grew or held strong through last 2 market crashes).good insider ownership, income statement, balance sheets, good p/e, great div compared especially to cap

Good growth and earnings.

No debt, great margins.

Tenmiles

Tenmiles

Like its core business of heating and air conditioning, this stock tends to trade somewhat "hot and cold". Above average small cap - signficant FCF, high ROE, debt free, decent dividend. Over half of their business now derived from replacement sector, so fits as ongoing play on government incentives to efforts to improve energy efficiency. Likely to be a significant money maker at $19.21 for those with 3-5 year investment horizon.

Will benefit from people replacing old AC units with greener alternatives.

They're increasing their dividend when everyone else is cutting theirs. They have a good P/E, room for growth and the resources to do it, and a lot of insider ownership.