Hillenbrand, Inc. (NYSE:HI)

Let's face it, people die...EVERYDAY and someone has to take care of the dirty work, Hillenbrand has sort of a death dealers moat and I love them going forward in the future

People are just dyin' to use their services.

Sorry, I couldn't resist. :-/

Original Start Date: 11/1/2011
Current Start Price: $19.33
Trading at about $22.47 as of this post. Above their current Graham Number of $17.49

So why do I keep them open?

There will always be a need for their business, so how well are they running it?

The divi looks sustainable.
The divi yield of 3.50% is nice even though less than the industry avg.
The Payout ratio of 46.00 is higher than the industry avg but well below my threshold of 75.00
The Current ratio of 2.00 is good. Comparable with the industry avg of 2.30
Their Total Debt to Equity is right on the boarder of what I like at 54%. Less than 50% is preferrable but still way less than the industry avg of 221%!
The P/E of 13.3x and the Normalized P/E of 11.8x looks cheap. I like below 20.0x
I don't like their negative Tangible BV per share (-1.78) Maybe something to do with their recent acquisitions?
But I can live with that for now.
Margins look OK to me.
Gross: 43.70%
Net Profit: 10.70%
The Return on Equity could be better: 20.70% I like 25.00% or better.

More positives than negatives. I don't think they're going under (pun intended) any time soon.

Building the Material Handling side of their business will grow this company. Now is the ideal time to invest while the stock is cheap. This is a no miss situation

Should start seeing the effect of their recent acquistions

It's hard to argue Hillenbrand, Inc. won't be much busier 10 years from now. What do I say when I find a company that dominates its industry, has a sound balance sheet, a current P/E of 11.28, and a 4.1% dividend? Yes please.

I am reading Peter Lynch's book "One up on One Wall Street" so I figured I should pick a company that does something disagreeable. It has 5 stars and it makes coffins.

This stock is so cheap. They lowered the expected earnings for 2012 by 2% but the stock price fell 25%! Great boring business, something that would make Peter Lynch proud: construction of caskets, they're never going to run out of clientele, that's for sure. Nice Dividend of about 4%. There's a 6% decrease in revenue due to less deaths in the US, which they said it was the lowest amount of deaths in the USA in 30 yrs! Mainly because low pneumonia and influenza. So, it seems like it's a one time event.

OK, so it's not exactly a stock to die for, but the 4% yield and decent return forecast (the price has sagged of late) looks pretty good at a sales growth forecast of 8%. Maintaining or improving profitability could bolster returns and the P/E is unexciting. All things considered, sentiment is bullish and the stock is nearly potentially oversold levels. Quality is excellent. We might not be fond of cemeteries, but apparently President Lincoln did a whole lot more than we ever suspected? Cryptic, indeed.

Management appears to doing the right things. Current value combined with dividend % and superb FCF/Rev ratio. Almost seems to good to be true for a small growth company. The company is like a mini Berkshire of 45 years ago. Hopefully management can exponentially increase the intrinsic value of this company like Buffet did for Berkshire owners. The BV has increased by an average of 23% per since 2007.

12/18

amen!

People are dying to get in this stock! OK, that was a bad joke, but looking at the demographics of death, this company has to continue to grow.

Play on one of the few certainties of life, stable business model, solid margins and returns on capital, attractive dividend yield. A lot to like here.

Hillenbrand is in an often overlooked area of the "diversified services" sector of the market. How on earth do you categorize a "death" stock besides categorizing it as a death stock? Currently at %3.8 dividend yield. Hillenbrand largely dominates the casket market. However, Costco and even Walmart do pose a threat Hillenbrand, especially if we are returning to a sideways market. For the medium term., however, death rates will only rise and it would be unwise not to have your foot in at least one reliable company in the "death services" area

This stock is winning like charlie sean and it looks like (unlike charlie) that it is not going to stop. I think you could make a moderate profit within 25% just within the year.

Dead people. Can't live with em, can't live without em.

Demand is always there in the funeral business.

(MS) consumer discretionary pick that is not really discretionary. good dividend.

both a dying business and super aquisition of K-tron