AAON, Inc. (AAON)

5 Star, Small- Cap, dividend paying company

Currently trading at 50% of calculated intrinsic value of $59.43 per share.

Summer time

What is not to like -- little dividend, small cap (little over 300 million), no debt, high growth (over 30% for the last 3 years), and silly low p/e (12). Return on equity is 28.1%. I need to do more reading, but this is now on a serious watch list!!!

Good growth and earnings.

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.

trnd

Testing out a portfolio of smallish-cap 5-star stocks found using the CAPS screener. All picks have at least 50 allstars backing them, which should be enough to minimize star rating fluctuations. It's been less than a week, but so far so good!

Look to Oklahoma based companies to outperform the S & P and their sector competitors for the next 10 years as growth will continue in the state. Oklahoma is pro-business; it has good business tax incentives and is a right to work state. AAON is only one of many OK based companies that outperform their competitors.

Stock that has beat the S&P 500 most of 2008 and insiders own more than 10 percent of the stock.

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

zero debt

I pick this one beause I feel it will go up in the near future,

No debt, great margins.

See tenmiles' pitch for this gem.

is having an exceptional year so far, beating estimates and guiding higher. It also announced 3-for-2 stock split, as well as hiked the dividend. You cannot ask for more from a small-cap company!

Screener Pick Here:
4 or 5 Star for a while,
Based on a good number of All Star Picks,
a small, but existent dividend,
15% or Better EPS Growth,
15% or Better Insider Ownership,
and 15% or Better ROE

Now all we need is a listing of Independently collected Net Promoter Scores.

good small cap that is increasing EPS and paying a dividend

Good quarterly revenue growth--19.8%

With only a $384M market cap in a $900M cap average industry, there is plenty of room to grow.

I also REALLY like that AAON is only $5K in debt, and I look to see that gone next quarter.

Insiders hold 21% of the company (that was free of charge)

I find it impressive that when the housing industry has taken a huge hit, AAON seems to hang around $20. Short-term gains might not be record-braking, but I see AAON hitting 2nd gear when the housing industry gets back on track!!