A. O. Smith Corp (NYSE:AOS)

CAPS Rating: 5 out of 5

A manufacturer of water heating equipment and electric motors, serving a diverse mix of residential, commercial and industrial end markets principally in the United States with a growing international presence.

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Member Avatar steelheart100 (75.82) Submitted: 11/29/2013 9:30:23 AM : Outperform Start Price: $12.01 AOS Score: +238.93

U.S. Housing will continue to build toward making up for the lack of housing starts since 2008 which has lagged population growth. Water heaters wear out and need replacement. A.O. Smith seems to have successfully positioned themselves in China to benefit from middle class growth there.

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Member Avatar bnmanager (53.93) Submitted: 9/8/2013 11:29:28 AM : Outperform Start Price: $42.69 AOS Score: +5.51

Been a shareholder for a while, and the company has been very good to me. I have no complaints. Excellent growth.

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Member Avatar Tigerdog (< 20) Submitted: 7/24/2013 12:50:21 PM : Outperform Start Price: $40.40 AOS Score: +14.22

The real estate market is moving in the right direction which in turn drivies their products in the market place. I purchased the stock 3 months ago after a careful review. I have had 3 of their products over the course of 15 years. The product works well and they back up their warranty.

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Member Avatar FoolishSojourn (88.08) Submitted: 5/9/2013 8:08:41 PM : Outperform Start Price: $38.13 AOS Score: +18.11

S&P 5Star

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Member Avatar thomasbihn (40.93) Submitted: 2/26/2013 11:34:51 PM : Outperform Start Price: $34.35 AOS Score: +22.90

Phenomenal growth in India and China plus housing recovery spell good times ahead for this market leader in water heaters. Look at the chart since Oct 2011..nearly straight line up.

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Member Avatar SnowBawl (< 20) Submitted: 2/7/2013 11:10:45 AM : Outperform Start Price: $33.87 AOS Score: +25.49

Old economy stock. Mitchell Clark, Profit Confidential.

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Member Avatar Caseman417 (33.89) Submitted: 2/7/2012 3:43:58 PM : Outperform Start Price: $22.25 AOS Score: +93.54

P/E Ratio under 10 makes this stock extremely cheap at the price and it's over both its' 50 and 200 day SMA's.

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Member Avatar GarlicEater7 (< 20) Submitted: 12/29/2010 4:55:05 PM : Outperform Start Price: $18.32 AOS Score: +134.99

Undervalued play on China's need for water heater and filtration products

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Member Avatar msjeeves (42.72) Submitted: 8/5/2010 11:34:31 AM : Outperform Start Price: $17.15 AOS Score: +135.97

Their price today is near their 52-week high (I actually started tracking this a few of years ago when they were just below $40) but I still think it's a good buy. AOS is a solid midwestern company that has consistently raised dividends for almost two decades and did so recently because of all the cash on hand. Like many companies, it had a stellar recent quarter and yet it's P/E is only around 16 which is much lower than its peers.

Although the market is low in North America because new housing starts are low, I think replacement water heaters will still be needed in older homes (anecdote: we purchased a water heater recently). They're getting into tankless water heaters and I think there's a lot of potential in that market. Today's tankless heaters might not be optimal for all, but there such an obvious way to save energy that I think improvements in their design will mean that this is the basis for all future water heaters; it just doesn't make sense to keep 80 gallons of water steaming all the time.

They're developing a market in China and India and there's obviously tremendous growth opportunities for this industry both in terms of new housing and water purification. The latter products will be selling throughout Asia. Although it remains to see if AOS can establish a "moat" in Asia, their quality products will serve them well.

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Member Avatar 489832 (< 20) Submitted: 6/2/2010 9:14:09 PM : Outperform Start Price: $14.53 AOS Score: +190.11

Products
International Growth
Earnings

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Member Avatar Perkisun15 (80.32) Submitted: 6/19/2008 4:09:11 PM : Outperform Start Price: $10.68 AOS Score: +350.26

As the world searches for new forms of energy, companies like A.O. Smith will be the ahead of the curve in terms of innovation.

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Member Avatar Colli002 (78.15) Submitted: 6/18/2008 7:22:35 AM : Outperform Start Price: $10.60 AOS Score: +354.90

Ready for a move up

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Member Avatar JohnnyiPhone (< 20) Submitted: 6/17/2008 9:40:24 AM : Outperform Start Price: $10.81 AOS Score: +347.23

Recommended by Jim Jubak.

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Member Avatar fchild (< 20) Submitted: 5/23/2008 1:27:21 AM : Outperform Start Price: $10.57 AOS Score: +361.31

long term

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Member Avatar LetterA (57.95) Submitted: 4/6/2008 2:57:08 AM : Outperform Start Price: $10.24 AOS Score: +376.83

Testing a portfolio of companies that start with the letter "A".

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Member Avatar shirleyb123 (92.96) Submitted: 2/2/2008 1:08:11 PM : Outperform Start Price: $10.83 AOS Score: +348.60

Hit a January low. Has done well in the past. No reason to believe it won't rebound. Most analysts target it for at least $39+

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Member Avatar Unormal (92.45) Submitted: 8/7/2007 3:39:33 PM : Outperform Start Price: $13.95 AOS Score: +244.87

Strong fundamentals, and strongly positioned to take advantage of developing markets.

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Member Avatar custom93 (< 20) Submitted: 6/8/2007 5:56:27 PM : Outperform Start Price: $11.49 AOS Score: +329.73

since 1874. solid, but slow--no irrational exuberance here. milwaukee, where all the $ is farther than right wing! water heaters and small electric motors= china.

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Member Avatar Diligent (56.91) Submitted: 5/16/2007 10:26:01 PM : Outperform Start Price: $11.43 AOS Score: +332.46



Growth and Return Ratios show current pricing is a good value. In addition, the chart shows a nice base for expansion.

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Member Avatar DarrenGrant (< 20) Submitted: 5/7/2007 4:57:56 PM : Outperform Start Price: $11.51 AOS Score: +328.44

has a water-heater business in China that grew by 36% in the first quarter of 2007. The stock is one way to play China's real estate and home construction boom.

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