Donaldson Company, Inc. (NYSE:DCI)

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 23.64%
Trailing PE 23.41
PB 5.22
Div yield 1.00%

As of April 30

Good entry point... I hope

the company is still growing + stock split .....

12/12

While the Green Bug has bitten everyone from Obama to landscapers in Oregon, oil is still looming over us like a specter from a Dickens novel. That being said, DCI is a company that is trying to make our oil-guzzlers cleaner and perform above standards. Also, the dividends on this sucker are quite helpful for the long term investor.

Slow and steady does it...

A great filtration company that covers a lot of different industries. Largest customer is CAT. Increasing their business from just air/machinery filtration into water. Solid historical growth that I expect to continue as companies worldwide become more efficient and greener.

Zacks Addition 6/28

This is a very solid company which consistently pays dividends and splits its stock often as well.

Great company, truly it is, but the share price has a pretty high valuation at this point. My bet is management may take this opportunity to get greedy, perhaps sell more shares, and grow by acquisition. Either way valuation after earnings is now mirroring 2007 levels and I can't imagine management is oblivious to this.

Obama emissions play all the way

green takes time promising but oil will be on top after the market turns and the rush to green wears off.

DCI Management has limited it resources needed to be effective in its markets, DCI is slow in bring programs to closure and continues to make the same mistakes on new projects that could be prevented with lessons learned and if Management would listed to VOC and its own employees.

Too much money is lost ignoring VOC, DCI overall is doing well but they could do better if they wanted to. Donaldson is to comfortable just being good when they could be great.

WOW. What a company. Been around for over 90 years. Worldwide diversified products many in growth areas. I wish I'd been looking when this was in the $30's ... I'm not timing it well right now, but I'll take this as one for the future for sure.

Liquidity
L/T Debt $129 Repay years 0.63
Earnings $205 Result: Good Buy

Share Buyback (last 10 years)
Amount: 17700000 Result: Good Buy

Returns (last 10 years)
Average ROE 22.77% Result: Good Buy
Average ROC 15.33% Result: Good Buy

EPS has not stopped rising last 10 years.

Buying and holding. 10 year target of $80-$110

steady

Track record , constant growth as a large truck supplier as well as consistant stock splits.

Price target $ 45

The 1972 Miami Dolphins lost one game, it was an exhibition game vs. Chuck Norris and three seven year old girls. Chuck Norris won with a roundhouse-kick to the face in overtime.

Hmmm. Lets see...A well established company in a growth field with a well established earnings trend. And it's trading near a low. I'd have to say BUY.