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Subject:  stalwart reviews - church and dwight Date:  7/6/2015  4:50 PM
Author:  MartianRtns Number:  790 of 3747

just trying to drum up on-board discussion - total VL reviews

Trojans, First Response (customary side comment - that's symmetry), Arm and Hammer, Oxi-clean, etc.

22.7x the 2016 estimate
5 year PE band 22.8-17.5x; 19x median on VL
2016 Sales Est 3.4%
2016 EPS est 10.1%

300m cash
1227m debt (697m short-term)

40% payout ratio on divi
15-16% ROE typical
Trading at Peak margins
VL projects 5.5% top line to 2020
Buys shares - sometimes aggressively - but from 2011 - before they didn't do it
100 EPS Predictability
about 20% consumer intl so not the normal exposure but a quick look at the 10K didn't show me exactly how much was intl as I'm not sure about the chemical side
3 year CFFO at 1564, CapEx 212, Acq 868
Option grants less than 1% of total recent years

1 - Only issue here is price - this has always been a great name
anybody ever own it?
2 - Rarely trades cheap - other than 2009-2010 - never trades less than 19x in recent years
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