Oil-Dri Corp of America (NYSE:ODC)

CAPS Rating: 4 out of 5

Develops, manufactures and markets sorbent products. Principal products include cat litter, industrial and automotive floor absorbents, fluid purification and filtration bleaching clays, agricultural chemical carriers and sports field products.

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Member Avatar starz188TEST (22.64) Submitted: 8/13/2014 11:55:20 AM : Outperform Start Price: $30.19 ODC Score: -8.33

Part of a screener test. I looked at 4-5 star stocks, with a dividend yield above 2.5%, gross margins above 25%, price 0-50% below 52-week high, with 3-year EPS of 5+, P/E < 40. These are all interesting PEGY plays for me.

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Member Avatar HighOnChina (< 20) Submitted: 2/10/2011 12:03:30 PM : Outperform Start Price: $17.97 ODC Score: +7.20

It currently has a dividend payout of 3.2% and is the leading provider of kitty litter--a nned that is not going to disappear. Usage should go up as industrial activity increases. I look for an slight decrease within the next month and then increases in 1-2 year range.

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Member Avatar EpicFail (42.19) Submitted: 4/7/2010 9:13:03 PM : Outperform Start Price: $13.43 ODC Score: +25.32

Kitty litter FTW.

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Member Avatar golfer121501 (< 20) Submitted: 3/10/2010 10:40:47 AM : Outperform Start Price: $15.74 ODC Score: +7.30

Strong little company, unknown, Short interest crazy high

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Member Avatar colonel79 (< 20) Submitted: 1/20/2010 6:45:32 PM : Outperform Start Price: $13.77 ODC Score: +31.33

Good value

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Member Avatar StoxStar (< 20) Submitted: 12/10/2008 9:33:15 AM : Underperform Start Price: $13.40 ODC Score: +15.10

In my informed opinion, this company's health depends on its claim on its main natural resource. Thing is, the company doesn't own much of this resource outright and is dependent on mineral lease agreements, according to its filings. It looks like any problems with a small number of leaseholders could stop the company in its tracks. Its other dependancy is fossil fuel, there is no other way to produce the product other than burning massive amounts. I won't be investing and I'm surprised many are so positive about it.

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Member Avatar jrpicker (37.64) Submitted: 7/22/2008 2:55:13 PM : Outperform Start Price: $13.74 ODC Score: +44.25

Strong balance sheet with zero debt

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Member Avatar JohnnyiPhone (< 20) Submitted: 6/13/2008 8:35:03 AM : Outperform Start Price: $15.53 ODC Score: +29.36

Member of the "Mini-Cap Monsters."

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Member Avatar kristm (99.75) Submitted: 6/7/2008 2:59:43 PM : Outperform Start Price: $14.74 ODC Score: +42.03

5-star micro-cap. Sells cat litter, clay, sports field products, materials for filters (municipal water filtration sands, etc) and related chemicals. Boring as hell but solid as a rock - a bag of chemical-absorbing rock!

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Member Avatar wallystock2 (< 20) Submitted: 2/15/2008 11:57:06 PM : Underperform Start Price: $16.18 ODC Score: -23.63

cash producer. i am waiting for buffet to buy it like friut of the loom. i bought at 28 cent and got bought out at about 1

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Member Avatar wcwhiner (30.97) Submitted: 3/23/2007 2:46:11 PM : Underperform Start Price: $12.92 ODC Score: -72.98

Reload after plus-five. See canned "accuracy" rant at http://caps.fool.com/Blogs/ViewPost.aspx?bpid=4381&t=01001607032191429882

On ODC, I (still) think their little clay business is 'cheap' -- but that it should be cheaper.

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Member Avatar hvalenzuela (31.58) Submitted: 2/21/2007 12:07:56 AM : Outperform Start Price: $13.31 ODC Score: +68.51

There is still profits in this company's operations.

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Member Avatar brainshred (66.15) Submitted: 2/19/2007 3:08:51 PM : Outperform Start Price: $13.05 ODC Score: +72.78

great management

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Member Avatar Turtleoshaun (60.12) Submitted: 1/5/2007 11:49:16 AM : Outperform Start Price: $12.89 ODC Score: +70.14

+

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Member Avatar jazper292 (< 20) Submitted: 1/2/2007 5:04:46 PM : Outperform Start Price: $13.36 ODC Score: +64.18

Following another fool

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Member Avatar 5STARsmallCAPS (50.18) Submitted: 11/4/2006 12:34:26 AM : Outperform Start Price: $12.48 ODC Score: +73.23

5-star $108 million market cap on 11/4/06
5STARsmallCAPS picks five star stocks with the smallest market caps.

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Member Avatar pugetkid (< 20) Submitted: 10/8/2006 2:13:46 AM : Outperform Start Price: $11.46 ODC Score: +91.38

Drop in energy costs will really help

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Member Avatar TMFMattyA (99.72) Submitted: 10/3/2006 3:39:39 PM : Outperform Start Price: $11.90 ODC Score: +79.91

Small company with boring, stable, diversified business; dominates its industry; pays a great dividend, trading close to book value

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Member Avatar XTMFJordan (75.06) Submitted: 9/29/2006 5:32:47 PM : Outperform Start Price: $11.84 ODC Score: +82.27

Peter Lynch talks about buying "disagreeable" companies. Well, I can't think of anything more disagreeable than kitty litter. This definitely isn't the kind of business that you will want to tout at a cocktal party in Silicon Valley - unless you are me and you want to shock folks into thinking about stocks in a different light - but it is a solid pick and a company to outperform for the longterm.

Now, I wish I could have "bought" this a few weeks ago when the price was lower, but that $100M market cap requirement got in the way. Can we do away with it?

So, what do I like about this stinky stock?

Well, let's start with the dividend. At 2.9% I am getting some serious payment just for holding the stock.

At revenues of $199M and and a market cap of $103M, I am getting the stock at about 1/2 trailing revenues.

Throw in that we are trading just a bit above tangible book value (which is likely understated due to a major asset being the clay pits, which would be more costly to replace), solid free cash flow, and a strong competitive moat, I have to love my cat's choice!

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Member Avatar Graham077 (54.46) Submitted: 8/29/2006 6:39:21 AM : Outperform Start Price: $11.51 ODC Score: +84.36

-Split should help with buybacks.
-Dividend keeps increasing
-Decent moat around this business

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