Tuesday, June 10, 2014

Emerson Electric (EMR) 2014 Review

Emerson Electric designs and manufactures a broad range of electrical and electronic products and systems for commercial, industrial and consumer markets, including electronic process and measurement equipment, industrial automation equipment, climate control electronics, network power equipment and appliances and tools. As you can see, the company has a very well diversified product base and serves a broad range of both industrial and consumer markets. The company generates an attractive return on equity (19-25%) and has grown earnings and dividends at a 7-8% pace over the last 10 years.  This high quality, well diversified company should continue to grow as a result of:

(1) a well diversified product line that is offered to a broad range of industries and can deliver technology and product solutions globally,

(2) the company’s continuous investment in breakthrough technologies,

(3) benefit from global infrastructure building,

(4) an ongoing cost reduction program,

(5) acquisitions .

Negatives:

(1) its large foreign exposure can lead to currency shocks, local economic challenges and potential delays due to product and shipment disruptions,

(2) weakness in EU economies,

(3) restructuring costs.

EMR is rated A++ by Value Line, has a 25% debt to equity ratio and its stock yields 2.6%

  Statistical Summary

                 Stock       Dividend         Payout      # Increases  
                  Yield      Growth Rate     Ratio       Since 2004

EMR          2.6%           3%               43%              10
Ind Ave      2.0              8                   35                NA 

                 Debt/                       EPS Down       Net        Value Line
                 Equity       ROE      Since 2004     Margin       Rating

EMR         25%           24%            2                 11             A++
Ind Ave     25              15              NA               10            NA

     Chart

            Note: EMR stock made great progress off its March 2009 low, quickly surpassing the downtrend off its May 2008 high (straight red line) and the November 2008 trading high (green line).  Long term the stock is in an uptrend (blue lines); intermediate term it is in an uptrend (purple lines).  The wiggly red line is the 50 day moving average.  The Dividend Growth Portfolio owns a 90% position in EMR and the High Yield Portfolio owns a 75% position.  The upper boundary of its Buy Value Range is $35; the lower boundary of its Sell Half Range is $81.


  
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