Balchem Corp.
provides specialty ingredients and products for the food, nutritional, feed,
pharmaceutical and medical sterilization industries including (1) specialty
gases used to sterilize medical devices and to produce specialty herbicides,
fertilizers and pharmaceuticals, (2) solutions for microencapsulation,
granulation and agglomeration for applications in food, pharmaceutical and
nutritional ingredients and (3) nutritional products for animals. BCPC has grown profits and dividends at a
20%+ rate over the last five years earning a 16-20% return on equity
The company has been able
to weather the recent economic down turn and should continue to grow as the
rising standard of living throughout the third and emerging worlds lead to
improved diet and healthcare.
BCPC is rated A by Value
Line, has no debt and its stock yields .6%.
Statistical Summary
Stock Dividend Payout # Increases
Yield Growth Rate Ratio
Since 2002
BCPC .6% 15% 11 5
Debt/ EPS Down Net Value Line
Equity ROE Since 2002 Margin Rating
BCPC 0% 17% 0 22% A
Note: BCPC stock made great progress off its March
2009 low, quickly surpassing the downtrend off its September 2009 high
(straight red line) and the November 2008 trading high (green line). Long term the stock is in an uptrend (blue
lines). The wiggly red line is the 50
day moving average. The Aggressive
Growth Portfolio owns a full position in BCPC; and it is a great example of how
our Price Disciplines work---having Sold Half in mid 2011 and Bought shares
back in early 2012. The upper boundary
of its Buy Value
Range is $33; the lower boundary of
its Sell Half
Range is $57.
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