DHR-DANAHER CORP-These guys have great earnings, and they are set to split into 2 companies in q3 of 2016.  Cap is 59.38b.  P/E is at 23.61.  Dividend is at .54.  They are up 3.24% on the year.  Analysts are neutral. Book is at 34.49 per share.  Enterprise value is at 71.46b.  I’m thinking these guys are trying to unlock additional value by splitting into 2 more focused holidng companies.  Forward EPS is at 11.2.  Book growth is at 11.56.  Return on equity is at 11.03.  Debt is at 31.47.  It looks like this stock went up on news of the impending split.  I just don’t think their growth is going to grow enough.  Let’s say book grows to 77 using current figures, we could see EPS of 8.53, and thus a price of maybe 187 plus say $5 in dividends.  They are currently selling at 86.65.  I’d buy at 50.  It would be speculative to reason they would shoot up upon splitting.

JKHY-JACK HENRY AND ASSOCIATES INC-Selling at 81.18.  P/E is at 30.29.  Cap is at 6.49.  Short interest is at 4%.  Dividned is 1 per year, so about 7.5 with ten and tax.  Analysts are bullish.  Book is at 11.94 per share.  Average p/e is at 23.  EPS this year 11.15, next year is at 11.5.  Book growth is at 5.73 over past 5.  Debt is at 3.17.  Return on equity is at 22.64.  EPS is at 2.68.  Dividend is thus at 37%.  Historical return on equity is more like 18 average.  Book is growing at 6.85 annual average.  Let’s say book is 23.16 and thus EPS of 4.63, and with a pe of more like 24, we could see a share price of 111 plus dividends of 7.5.  Earnings compound at 11.55 over past 9.  So let’s say we use 63% of that to grow, that would be compounding at a rate of 7.27 moving forward.  I just don’t know about this stock.  I’ll put a marker for 65 and i’ll keep an eye on these guys.

HXL-HEXCEL CORPORATION-Cap is at 3.91b.  Price is at 41.38.  They are 7% down on the year.  Dividend is at .4, so we’ll say $3 with 10 and tax per share.  P/E is at 16.96 and so we have EPS of 2.4398 and thus we have a 16% of EPS dividend.  Book is at 12.62.  Analysts are neutral.  7.52% short interest.  The aerospace industry is kinda suffering right now, but analysts expect a secular tailwind with increased aerospace spending. Historical return on equity can be stated at about 15.5.  Book has been growing at a nice clip, nearly 15%.  EPS is grwoing at 25% last 5 years.  EPS growht is supposed to be 17.19 this coming year and 11.66 in next 3-5  Book growth is at 12.34 over past 5 years.  Return on equity is at 19.82 this year.  Debt is at 45.14.   Earnings growth are compounding at like 14.42%.  This is a nice stock.  Wonder if there are unseemly things going on under the surface.  So let’s say that book grows at 12.  We could see book per share of 39.2, and thus EPS of 6.66 with a generous 17 r on e, and with a p/e of 16, we could see a price of say 10662 plus that dividend of 3 with ten and tax.  we’ll say they have a value of 110 in ten years….conservatively speaking.  I’d buy if they came down to 30…in all seriousness they could seriously grow.