CHD-CHURCH AND DWIGHT CO INC-Sells at 86.9.  Historical return on equity is at about 17. Cap is at 11.39b.  Short is at 5.32.  P/E is at 28.25.  Dividend is at about 1.4, so we’ll say 12 with ten and tax.  EPS is at 3.076.  So our dividend is at about 45.5% of Earnings.  Analysts love it.  Boov is at 15.45.  Average P/E is at 24.  Earnings growth next 3-5 are projected at about 9.07.  Book growth is at about 6%.  Return on equity this year is at about 20.64.  Debt is sorta minimal at 35.24.  These guys look like a better play than proctor and gamble.  Earnings growth is at 4.61 compounded annually.  Book growth compounds at like 8.85%.  We’ll say they grow their book at 9%, we could see book of 36.58 and thus EPS of 7.316 if we have a 20% return that year.  And thus we could see a share price of 146 with a 20p/e or 182.9 with a p/e of 25 plus that 11 in after tax diviends.  These guys are just too expenive.  I could buy if they came down to 50.

TMO-THERMO FISHER SCIENTIFIC INC-Selling at 123.18. P/E is at 25.92.  EPS is at 4.7523.  Dividend is at .6-12.6% of earnings.  Short interest is minimal at 1.66%.  Analysts are neutral.  Book is at 53.61.  Average p/e is at 24.46.  Earnings is at 10.59 this year.  9.93 in next 3-5.  Book growth is at 6.85 past 5.  Return on equity is at 9.56.  Debt to equity is at 52%.  Earnings growth has been at 15.04% compounded!  With tax and 10 dividends may very well be at 6.  Return on equity is always kinda low…but they do carry a lot.  We’ll call it 7%.  We’ll say they grow book at 6.5%, that gives us a book of 100 and a generous 10 EPS and thus a share price generously stated at 240 plus 6 in dividends.  These guys are steady, but they don’t grow a lot.  I’ll give em a price of like 70.

BDX-BECTON DICKINSON AND COMPANY-Sells at 135.25.  Analysts are bearish.  P/E is at 42.17.  Cap is at 28.7b.  Dividend is at 2.64 and thus about 26.4 with tax and 10.  EPS is at 3.207.  Dividend is 82% of this stock.  Book per share is at 34.  Book grows at about 8.08 over past 10.  Return on equity is at like 20 over past 10 on average.  Debt is going up…why?  Acquisition?  Buybacks? Let’s say book is at 73.95, we could see EPS of 14.79 and thus a price of 325.38 with p/e of 22 and including the diviend we could see a value of 350.  I just think they are a bit expensive….it’s that 42p/e.  I’d buy at 105 or 110.

KSU-KANSAS CITY SOUTHERN-Sells at 75.71.  Down 33.83 on the year.  Cap is at 8.21b.  Short interest is at 6.% P/E is at 17.2.  Dividend is at 1.32 so we’ll say 13.2 with tax and 10.  EPS is 4.401.  Analysts are bearish.  Earnings growth over past 10 is at 15~.  Book is at 36.09.  Average p/e is at 21.  Book growth is at 10 ovr past 5.  Forward earnings are at 3-5.  Return on equity is at 12.49.  Long term debt to equity is at 51.84.  Return on equity is pretty fairly stated at about 10%.  Steady but sorta unimpressive book growth.  We’ll call it 6.05%.  So let’s say book is at 64.94 in 10.  We could see eps of 9.741 with a nice r on e of 15.  Thus we could see a share price of 194.82 plus those dividneds of 13.2 if we use 20 as p/e.  Just to be safe, I’d set my price at 55-50.

MIDD-MIDDLEBY CORP-Selling 84.38.  Book is at 19.79.  Book growth is at like 24.05.  Return on equity is at 18.11.  Debt is at 58.64.  Earnings growth is at 3.88% over the past 10. Return on equity would be conservatively stated at 20.  Book value growth has been insane at like 33% over the past 10.  They are just acquiring and growing.  They are trading near 52 week lows.  They are down 9% on the year.  Cap is at 5.02.  P/e is at 25.82, average is at 24.09.  Let’s say they grow their book at 15.  We could see book per share of 80.06, and thus EPS of 16 with 20 return on equity.  We could thus see a price of 320 if we use a p/e of 20.  Wow.  If they came down to 80, I’d buy a ton.  They are a great company.