Praxair PX

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    1. Air Products' Investor Day: What Was Not Said

      Commentary

      Tue, 31 Mar 2015

      value estimate and narrow moat rating. Management seeks to eliminate its roughly 600-basis-point EBIT margin gap with Praxair and implied it could halve the gap via cost-cutting and other internal measures. Its U.S. gas unit lacks a packaged

    2. Praxair's 4Q EPS Reflects Modest Organic Growth; Its 2015 Outlook Is Tempered by a Rising Dollar

      Commentary

      Wed, 28 Jan 2015

      We plan to slightly lower Praxair 's fair value estimate to $132 to ..... and currency volatility. We believe Praxair ’s competitive advantages will allow ..... we maintain its wide moat rating. Praxair established 2015 EPS guidance of

    3. Wide-Moat Praxair Announces Expected Charge to Reflect Venezuelan Currency Devaluation

      Commentary

      Fri, 16 Jan 2015

      Praxair will take a one-time charge in fourth-quarter ..... expectation by $100 million. By comparison, Praxair most recently guided to 2014 revenue of ..... to comprise a relatively modest part of Praxair ’s global portfolio. Within its South

    4. Praxair's Quarter Shows Consistent Revenue Growth, but Outlook Is Battered by a Rising U.S. Dollar

      Commentary

      Wed, 29 Oct 2014

      We are increasing Praxair 's fair value estimate to $134 per ..... adjusting for the time value of money. Praxair ’s third quarter report was consistent ..... translation headwinds have increased, Praxair modestly reduced its 2014 earnings forecast

    5. Did You Notice These New Sector Bets?

      Headlines

      Tue, 14 Oct 2014

      one of the key inputs of DuPont ’s DD chemical-manufac turing process--natural gas. And industrial gas company Praxair PX and environmental-services company Ecolab ECL have business models that generate a lot of recurring revenue. Arguably

    6. Airgas Reports Sluggish Organic Revenue Growth

      Commentary

      Thu, 24 Jul 2014

      the business, Airgas is a serial acquirer. The acquisition market remains challenging and Airgas particularly noted that Praxair is one of the more aggressive bidders preventing it from acquiring assets. Near-term the company has focused on smaller

    7. Air Products Reports Fiscal 3Q Results; New CEO Highlights a More Disciplined Capital Strategy

      Commentary

      Wed, 23 Jul 2014

      believe he can repeat his performance to improve Air Products’ operating margins and ROICs closer to the industry leader, Praxair ’s level. At this time, our fair value estimate remains $130 per share. We continue to view Air Products as a relatively

    8. Mexico and Brazil Are a Modest Challenge for Praxair in Second Quarter; No Change to FVE

      Commentary

      Wed, 23 Jul 2014

      Wide-moat Praxair reported second-quarter results consistent ..... adjusting our $130 fair value estimate. Praxair remains a leader in the industrial gas ..... leaving our wide moat rating unchanged. Praxair ’s largest division, North America

    9. Pershing Square Gets Its Wish: Air Products Announces New CEO

      Commentary

      Wed, 18 Jun 2014

      Ghasemi is the right executive to begin narrowing the 700-basis-point margin differential with Air Products' peer Praxair . We are positively revising our outlook based on Ghasemi's strong pedigree. In addition to his work at Rockwood, he

    10. Top Holdings of Four All-Weather Ultimate Stock-Pickers

      Headlines

      Tue, 17 Jun 2014

      117 5 + Accntr ACN 3 Wide 82.42 1.02 Medium 54,574 4.9 + Eli Lilly LLY 3 Wide 58.88 1 Medium 65,259 4.9 + Praxair PX 3 Wide 130.99 1.01 Medium 38,372 4.9 + ExxnMbl XOM 4 Wide 101.66 0.93 Low 436,566 4.6 ( - ) Emerson EMR

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