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6 pts

Opinion on  SauerDanfoss Inc. (SHS)     Sector: Capital Goods  >  Industry: Misc. Capital Goods
Sauer-Danfoss (SHS)

Feb 06, 2007 06:01 AM GMT
Robertfreedlandphoto
Return Risk
-5.63% HIGH
Principal

Fundamental Analysis  

...I write a lot about my "vocabulary" of stocks. What I mean by this word vocabulary is one investment among many that more or less fit my investing strategy. Sauer Danfoss (SHS) is a great company that I first wrote up on September 30, 2004, when it was trading at $17.08/share. SHS made the list of top % gainers on the NYSE today, closing at $37.37, up $1.43 or 3.98% on the day. This represents a gain of 118.8% since posting on the blog. I still believe the company deserves a spot here and I shall review a few of the things that makes me so impressed with this particular company. I do not own any shares or options on this stock....

...In three words, "I like it!" Let's review a few of the things about this that I have already discussed that makes me 'pick' a stock like Sauer-Danfoss for this blog. First of all, this is a stock that I wrote up more than two years ago and which has more than doubled since that time! I do not own any shares or options unfortunately. The latest quarter was great with solid growth in revenue and earnings. The only note on that report was a bit of caution regarding the slight slowing of the growth in the backlog. Otherwise, everything else looked solid.





SHS:  This call was made on 02/06/07 @ $37.6
Rating:   Positive   $37.6 (02/06/07)
Gain/Loss:   -75.48% in 1021 days


Comments (2)

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sharpguyinvestor   N/A     1 point   commented 345 days ago reply

Face it-they have screwed up royal in the past two years with their investment in the electric motor business. Here is bunch of hydraulic industry people dipping their hand into the electric motor industry with no background. They not only got burned, they have to be the laughing stock of the entire electric industry.

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Robertfreedlandphoto
Robert Freedland   36%     1 point   commented 345 days ago reply

Sharpguy,

Certainly the price performance of this stock has been a big disappointment. I am not a holder of these shares at this time. They did recently dispose of their AC Motor division and called it a 'disappointment'. I don't know if they are the "laughing stock" but certainly it pays to limit losses on one's best selections which can leave anyone with a bad taste.


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