Pall Corp (PLL)
A supplier of integrated filtration, separation and purification technologies for the removal of solid, liquid and gaseous contaminants from a variety of liquids and gases.
Recs
crashsurvivor09
(< 20)
Submitted: 11/4/2009 11:40:27 AM :
Start Price:
$32.83
PLL Score:
-6.88
One of Pall's biggest opportunities for growth is in the drinking water treatment market. Most municipalities and water authorities in the United States have scaled back plans based slower growth. However, the need for effective water treatment and the resulting improvement to the quality of life in foreign markets holds great growth potential for this company.
Recs
00100
(96.42)
Submitted: 9/15/2009 3:55:20 PM :
Start Price:
$33.00
PLL Score:
-8.06
Upthumb. Excellent cash flow and payout ratio. Low 5 year growth rate. Low debt. Excellent balance sheet. Fairly valued.
Recs
SwordAgain
(85.58)
Submitted: 2/26/2009 8:41:35 PM :
Start Price:
$23.26
PLL Score:
-14.38
2/27/09 Pitch: Upthumb. Earnings 3/12/09, 8:30 AM. Great company financials, High growth product niche.
Past trades:
12/1/08 Pitch: Upthumb. Earnings 12/10/08, 8:30 AM Always buy filter companies. Closed 1/28/09 @ $27.91 for +5.63 points.
9/8/08 Pitch: Upthumb. Earnings 2008-09-16 8:30am Filters are sexy. Company is expanding into high margin biotech microdevice materials. Closed 10/13/08 @ $31.29 for +5.82 points.
Recs
rlloydevans
(72.06)
Submitted: 1/10/2009 12:09:15 PM :
Start Price:
$27.11
PLL Score:
+8.59
While I mostly love oil stocks - I think this is a great time to acquire beaten down stocks - PLL is a dog. It has almost no cash and a huge burden of debt. It was a money loser even during the $147/bbl heyday. It does have lots of oil and gas reserves, which a lot of these have a long way to go before there is any profit there and this company probably won't survive long enough to enjoy the profits. Best case is this outfit gets snapped up by a well-heeled white knight, but that is a chancy proposition in the current environment.
Recs
kidderpeabodyny
(99.83)
Submitted: 12/15/2008 11:42:59 AM :
Start Price:
$25.81
PLL Score:
-5.72
missed it in low 20's.Now currency could help ex usa revenues into positive territory.Company in great shape, well run with 20+ roe historically.A leader in it's field..deserves a higher multiple than it'speers and the S&P
Recs
2k1
(96.40)
Submitted: 11/22/2008 12:48:24 PM :
Start Price:
$23.28
PLL Score:
-1.08
Water treatment is trending toward membrane filtration and will soon be the conventional method. Pall provides one of the lowest-cost options for microfiltration while maintaining excellent customer satisfaction. Look for Pall's sales to explode in the next five to ten years.
Recs
smacke01
(< 20)
Submitted: 9/1/2008 9:43:32 PM :
Start Price:
$40.06
PLL Score:
-7.75
PLL specializes in filtration systems and fluid management. These systems are used in municipality water systems and industrial filtration systems like in oil and gas industries. PLL is also involved in the medical field providing filtration systems for separating blood and other various things in biomed industry.
Recs
Recs
kahunabench
(< 20)
Submitted: 2/25/2008 10:48:05 AM :
Start Price:
$38.48
PLL Score:
-1.54
Will work through "accounting" problems. Still the filtration leader.
Recs
fcfroic
(91.92)
Submitted: 1/14/2008 1:36:24 PM :
Start Price:
$35.82
PLL Score:
+7.33
Pall Pall is the global leader in filtration, separation &
purification, with a number #1 or #2 position in most of its larger end-markets.Its competitors are quite diverse and no single competitor overlaps in more than 20% of Pall's businesses. The company's intellectual property portfolio includes about 1,500 patents.
About three quarters of PLL's revs are recurring sales of consumable filters. (Think razor blade kinds of businesses.) The remaining quarter of sales is systems and multi-cycles sales stem sales and multi-cycle filters, such as the ones used in municipal water filtration. About 40% of PLL' s sales relate to healthcare and life sciences, the balance is industrial.
The company is completing an IRS tax audit and has set aside $135 million as its initial estimate of its IRS tax liability. Post audit, this may or may not be adequate.
The company is undertaking a number of cost reduction initiatives. There are a number of easily fungible businesses in growth industries that are worth well above the EBITDA multiple where the stock is trading.
Recs
SaltyGenes
(66.07)
Submitted: 12/23/2007 12:09:45 PM :
Start Price:
$40.28
PLL Score:
+1.93
liquids are the key to life and commerce, moreso every day.
Recs
efmagowan
(73.70)
Submitted: 10/29/2007 1:46:09 PM :
Start Price:
$40.43
PLL Score:
+3.85
Wide product line, internationally diversified. Pall has fingers in many pies - industrial, food/beverage, pharma, water. My only complaint is the puny dividends.
Recs
reddingrunner
(< 20)
Submitted: 9/21/2007 6:21:51 PM :
Start Price:
$36.49
PLL Score:
+11.47
This looks like a good time to get in, now that the bleeding has stopped and the valuations are reasonable. Filtration, folks, filtration! You've got your environmental angle, your water angle, your medical angle (important new blood filtration technology), your water angle, your global infrastructure angle...
Thanks to the recent boo-boos, which shouldn't affect future results, this looks like the best play in filtration right now.
You don't want to not be in filtration!
Recs
joez144
(< 20)
Submitted: 7/20/2007 1:29:38 PM :
Start Price:
$38.56
PLL Score:
-7.01
BAD LIABILITY,LO PAY.
Recs
jruss1969
(< 20)
Submitted: 2/5/2007 10:32:59 PM :
Start Price:
$33.50
PLL Score:
+14.30
Followed this one for a year, should have bought. Since I still haven't, I'm guessing it's still climbing.
Recs
JJRzut
(83.17)
Submitted: 1/5/2007 12:34:17 AM :
Start Price:
$32.41
PLL Score:
+15.40
Wow, split the prospects of water and biotech! How many more growth prospects can you find!
Recs
tripodnomore
(53.88)
Submitted: 12/8/2006 1:19:48 PM :
Start Price:
$33.35
PLL Score:
+12.76
replacement filters.Should be a performer long term.
Recs
TheArch
(21.89)
Submitted: 9/13/2006 4:41:07 PM :
Start Price:
$29.06
PLL Score:
+20.36
"Water, water everywhere, and not a drop to drink." Pall makes filtration systems that enable municipalities and countries to ensure safe drinking water for its citizens. They make systems for business and industry, such as breweries and bottlers and semiconductors, and they make systems for military, such as on ships -- both for water and other fluids.
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